Talon Private Wealth’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Talon Private 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	$583K	Buy	2,463 +1,120	+83%	+$257K	0.07%	145
2026 Q1	$289K	Buy	+1,343	New	+$299K	0.04%	165

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

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

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

Talon Private Wealth's VIG Position: Q2 2026 in Review

Talon Private Wealth increased its Vanguard Dividend Appreciation ETF (VIG) stake by 83% in Q2 2026, buying an estimated $257K and bringing the position to 2,463 shares worth $583K. The position accounts for 0.07% of the portfolio, ranked #145.

Talon Private Wealth first reported a position in VIG in Q1 2026 and has held it in 2 quarters since. 2,610 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Talon Private Wealth held 2,463 shares of Vanguard Dividend Appreciation ETF worth $583K as of Q2 2026.
Talon Private Wealth bought 1,120 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $257K.
Vanguard Dividend Appreciation ETF made up 0.07% of Talon Private Wealth's portfolio in Q2 2026, its #145 holding.
Talon Private Wealth first reported a position in Vanguard Dividend Appreciation ETF in Q1 2026 and has held it in 2 quarters since.
2,610 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Talon Private Wealth's 13F filing for Q2 2026, filed 11 Sep 2026.