SVB Wealth’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

SVB Wealth’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	$3.53M	Sell	14,939 -45	-0.3%	-$10.3K	0.22%	89
2026 Q1	$3.22M	Sell	14,984 -814	-5%	-$181K	0.21%	99
2025 Q4	$3.47M	Sell	15,798 -2,101	-12%	-$459K	0.2%	97
2025 Q3	$3.86M	Sell	17,899 -1,675	-9%	-$352K	0.21%	99
2025 Q2	$4.01M	Buy	+19,574	New	+$3.79M	0.21%	97
2025 Q1	–	Sell	-70,644	Closed	-$13.8M	–	1793
2024 Q4	$13.8M	Buy	+70,644	New	+$14.1M	0.26%	60
2024 Q3	–	Sell	-83,288	Closed	-$15.2M	–	593
2024 Q2	$15.2M	Sell	83,288 -6,274	-7%	-$1.13M	0.38%	61
2024 Q1	$16.4M	Buy	89,562 +28,855	+48%	+$5.07M	0.36%	69
2023 Q4	$10.3M	Sell	60,707 -37,790	-38%	-$6.08M	0.25%	104
2023 Q3	$15.3M	Sell	98,497 -3,866	-4%	-$627K	0.34%	69
2023 Q2	$16.6M	Sell	102,363 -22,458	-18%	-$3.52M	0.3%	76
2023 Q1	$19.2M	Buy	124,821 +6,305	+5%	+$966K	0.27%	72
2022 Q4	$18M	Buy	118,516 +44,015	+59%	+$6.56M	0.24%	85
2022 Q3	$10.1M	Buy	74,501 +18,491	+33%	+$2.75M	0.15%	114
2022 Q2	$8.04M	Sell	56,010 -3,849	-6%	-$586K	0.12%	119
2022 Q1	$9.71M	Buy	59,859 +1,812	+3%	+$292K	0.13%	113
2021 Q4	$9.97M	Sell	58,047 -112,223	-66%	-$18.5M	0.16%	106
2021 Q3	$26.2M	Buy	170,270 +1,825	+1%	+$291K	0.34%	57
2021 Q2	$26.1M	Sell	168,445 -3,840	-2%	-$589K	0.33%	58
2021 Q1	$25.3M	Buy	172,285 +4,283	+3%	+$609K	0.35%	52
2020 Q4	$23.7M	Sell	168,002 -3,653	-2%	-$495K	0.35%	49
2020 Q3	$22.1M	Buy	171,655 +17,771	+12%	+$2.24M	0.36%	50
2020 Q2	$18M	Buy	153,884 +148,465	+2,740%	+$16.9M	0.34%	54
2020 Q1	$560K	Sell	5,419 -84,358	-94%	-$10.1M	0.01%	301
2019 Q4	$11.2M	Buy	89,777 +44,055	+96%	+$5.33M	0.2%	90
2019 Q3	$5.47M	Buy	45,722 +5,529	+14%	+$652K	0.11%	126
2019 Q2	$4.63M	Buy	+40,193	New	+$4.51M	0.16%	136

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

SVB Wealth's VIG Position: Q2 2026 in Review

SVB Wealth reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.3% in Q2 2026, selling an estimated $10.3K and leaving 14,939 shares worth $3.53M. The position accounts for 0.22% of the portfolio, ranked #89.

SVB Wealth first reported a position in VIG in Q2 2019 and has held it in 27 quarters since. The position peaked at $26.2M in Q3 2021. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

SVB Wealth held 14,939 shares of Vanguard Dividend Appreciation ETF worth $3.53M as of Q2 2026.
SVB Wealth sold 45 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $10.3K.
Vanguard Dividend Appreciation ETF made up 0.22% of SVB Wealth's portfolio in Q2 2026, its #89 holding.
SVB Wealth first reported a position in Vanguard Dividend Appreciation ETF in Q2 2019 and has held it in 27 quarters since.
SVB Wealth's Vanguard Dividend Appreciation ETF position peaked at $26.2M in Q3 2021.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.