TCV Trust & Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

TCV Trust & Wealth Management’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	$953K	Buy	4,027 +135	+3%	+$31K	0.07%	114
2026 Q1	$837K	Sell	3,892 -290	-7%	-$64.7K	0.07%	116
2025 Q4	$919K	Buy	4,182 +695	+20%	+$152K	0.07%	112
2025 Q3	$752K	Sell	3,487 -15	-0.4%	-$3.15K	0.06%	116
2025 Q2	$717K	Buy	3,502 +558	+19%	+$108K	0.06%	121
2025 Q1	$571K	Hold	2,944	–	–	0.05%	132
2024 Q4	$577K	Hold	2,944	–	–	0.05%	130
2024 Q3	$583K	Buy	2,944 +181	+7%	+$34.5K	0.05%	128
2024 Q2	$504K	Hold	2,763	–	–	0.05%	137
2024 Q1	$505K	Buy	2,763 +309	+13%	+$54.3K	0.05%	137
2023 Q4	$418K	Buy	2,454 +554	+29%	+$89.1K	0.04%	147
2023 Q3	$295K	Hold	1,900	–	–	0.03%	161
2023 Q2	$309K	Buy	+1,900	New	+$298K	0.03%	160

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

TCV Trust & Wealth Management's VIG Position: Q2 2026 in Review

TCV Trust & Wealth Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 3.5% in Q2 2026, buying an estimated $31K and bringing the position to 4,027 shares worth $953K. The position accounts for 0.07% of the portfolio, ranked #114.

TCV Trust & Wealth Management first reported a position in VIG in Q2 2023 and has held it in 13 quarters since. 1,400 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

TCV Trust & Wealth Management held 4,027 shares of Vanguard Dividend Appreciation ETF worth $953K as of Q2 2026.
TCV Trust & Wealth Management bought 135 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $31K.
Vanguard Dividend Appreciation ETF made up 0.07% of TCV Trust & Wealth Management's portfolio in Q2 2026, its #114 holding.
TCV Trust & Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q2 2023 and has held it in 13 quarters since.
1,400 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on TCV Trust & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.