Three Bridge Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Three Bridge Wealth Advisors’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	$811K	Hold	3,429	–	–	0.2%	47
2026 Q1	$737K	Hold	3,429	–	–	0.2%	49
2025 Q4	$754K	Sell	3,429 -157	-4%	-$34.3K	0.2%	46
2025 Q3	$777K	Hold	3,586	–	–	0.2%	46
2025 Q2	$737K	Buy	3,586 +647	+22%	+$125K	0.19%	53
2025 Q1	$570K	Buy	2,939 +588	+25%	+$117K	0.2%	52
2024 Q4	$460K	Hold	2,351	–	–	0.16%	65
2024 Q3	$468K	Buy	2,351 +12	+0.5%	+$2.29K	0.17%	61
2024 Q2	$429K	Sell	2,339 -1	-0%	-$180	0.17%	64
2024 Q1	$427K	Hold	2,340	–	–	0.17%	67
2023 Q4	$399K	Hold	2,340	–	–	0.14%	66
2023 Q3	$365K	Buy	+2,340	New	+$379K	0.15%	65

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

Three Bridge Wealth Advisors's VIG Position: Q2 2026 in Review

Three Bridge Wealth Advisors held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 3,429 shares worth $811K. The position accounts for 0.2% of the portfolio, ranked #47.

Three Bridge Wealth Advisors first reported a position in VIG in Q3 2023 and has held it in 12 quarters since. 2,585 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Three Bridge Wealth Advisors held 3,429 shares of Vanguard Dividend Appreciation ETF worth $811K as of Q2 2026.
Three Bridge Wealth Advisors left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.2% of Three Bridge Wealth Advisors's portfolio in Q2 2026, its #47 holding.
Three Bridge Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q3 2023 and has held it in 12 quarters since.
2,585 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Three Bridge Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.