Tidemark’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Tidemark’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	$193K	Buy	816 +490	+150%	+$113K	0.04%	163
2026 Q1	$70.1K	Buy	326 +183	+128%	+$40.8K	0.02%	230
2025 Q4	$31.4K	Sell	143 -205	-59%	-$44.8K	0.01%	290
2025 Q3	$75.1K	Hold	348	–	–	0.02%	205
2025 Q2	$71.2K	Hold	348	–	–	0.02%	203
2025 Q1	$67.5K	Sell	348 -203	-37%	-$40.4K	0.02%	203
2024 Q4	$108K	Sell	551 -18	-3%	-$3.59K	0.04%	169
2024 Q3	$113K	Sell	569 -1	-0.2%	-$190	0.05%	153
2024 Q2	$104K	Sell	570 -188	-25%	-$33.8K	0.05%	151
2024 Q1	$138K	Hold	758	–	–	0.08%	142
2023 Q4	$129K	Buy	+758	New	+$122K	0.08%	139

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

Tidemark's VIG Position: Q2 2026 in Review

Tidemark increased its Vanguard Dividend Appreciation ETF (VIG) stake by 150% in Q2 2026, buying an estimated $113K and bringing the position to 816 shares worth $193K. The position accounts for 0.04% of the portfolio, ranked #163.

Tidemark first reported a position in VIG in Q4 2023 and has held it in 11 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Tidemark held 816 shares of Vanguard Dividend Appreciation ETF worth $193K as of Q2 2026.
Tidemark bought 490 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $113K.
Vanguard Dividend Appreciation ETF made up 0.04% of Tidemark's portfolio in Q2 2026, its #163 holding.
Tidemark first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 11 quarters since.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.