Symmetry Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Symmetry Partners’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	$448K	Sell	1,892 -32	-2%	-$7.35K	0.02%	136
2026 Q1	$414K	Hold	1,924	–	–	0.02%	116
2025 Q4	$423K	Hold	1,924	–	–	0.03%	109
2025 Q3	$415K	Hold	1,924	–	–	0.05%	97
2025 Q2	$394K	Hold	1,924	–	–	0.05%	94
2025 Q1	$373K	Hold	1,924	–	–	0.05%	94
2024 Q4	$377K	Sell	1,924 -1,076	-36%	-$215K	0.05%	87
2024 Q3	$594K	Buy	+3,000	New	+$571K	0.14%	56

Other funds holding VIG

HWM

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Symmetry Partners's VIG Position: Q2 2026 in Review

Symmetry Partners reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 1.7% in Q2 2026, selling an estimated $7.35K and leaving 1,892 shares worth $448K. The position accounts for 0.02% of the portfolio, ranked #136.

Symmetry Partners first reported a position in VIG in Q3 2024 and has held it in 8 quarters since. The position peaked at $594K in Q3 2024. 1,400 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Symmetry Partners held 1,892 shares of Vanguard Dividend Appreciation ETF worth $448K as of Q2 2026.
Symmetry Partners sold 32 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $7.35K.
Vanguard Dividend Appreciation ETF made up 0.02% of Symmetry Partners's portfolio in Q2 2026, its #136 holding.
Symmetry Partners first reported a position in Vanguard Dividend Appreciation ETF in Q3 2024 and has held it in 8 quarters since.
Symmetry Partners's Vanguard Dividend Appreciation ETF position peaked at $594K in Q3 2024.
1,400 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Symmetry Partners's 13F filing for Q2 2026, filed 23 Jul 2026.