Sunpointe’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Sunpointe’s Portfolio VIG Stock Details VIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.64M	Sell	23,841 -3,093	-11%	-$710K	1.6%	11
2026 Q1	$5.79M	Buy	26,934 +2,204	+9%	+$491K	1.9%	8
2025 Q4	$5.44M	Buy	24,730 +3,508	+17%	+$766K	1.8%	10
2025 Q3	$4.6M	Buy	21,222 +1,427	+7%	+$300K	1.66%	12
2025 Q2	$4.07M	Buy	19,795 +2,131	+12%	+$413K	1.61%	14
2025 Q1	$3.43M	Buy	17,664 +3,544	+25%	+$705K	1.83%	15
2024 Q4	$2.77M	Buy	14,120 +8,097	+134%	+$1.62M	1.39%	18
2024 Q3	$1.2M	Sell	6,023 -14,520	-71%	-$2.76M	0.99%	20
2024 Q2	$3.77M	Buy	20,543 +14,482	+239%	+$2.61M	2.45%	8
2024 Q1	$1.11M	Buy	6,061 +1,014	+20%	+$178K	1.23%	18
2023 Q4	$860K	Buy	+5,047	New	+$812K	1.09%	19

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sunpointe's VIG Position: Q2 2026 in Review

Sunpointe reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 11% in Q2 2026, selling an estimated $710K and leaving 23,841 shares worth $5.64M. The position accounts for 1.6% of the portfolio, ranked #11.

Sunpointe first reported a position in VIG in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.79M in Q1 2026. 2,591 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Sunpointe held 23,841 shares of Vanguard Dividend Appreciation ETF worth $5.64M as of Q2 2026.
Sunpointe sold 3,093 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $710K.
Vanguard Dividend Appreciation ETF made up 1.6% of Sunpointe's portfolio in Q2 2026, its #11 holding.
Sunpointe first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 11 quarters since.
Sunpointe's Vanguard Dividend Appreciation ETF position peaked at $5.79M in Q1 2026.
2,591 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Sunpointe's 13F filing for Q2 2026, filed 24 Jul 2026.