Tilia Fiduciary Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Tilia Fiduciary 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	$523K	Sell	2,210 -112	-5%	-$25.7K	0.25%	78
2026 Q1	$499K	Buy	2,322 +304	+15%	+$67.8K	0.27%	78
2025 Q4	$443K	Buy	2,018 +283	+16%	+$61.8K	0.24%	80
2025 Q3	$374K	Sell	1,735 -190	-10%	-$39.9K	0.22%	87
2025 Q2	$394K	Buy	1,925 +93	+5%	+$18K	0.24%	86
2025 Q1	$355K	Buy	1,832 +208	+13%	+$41.4K	0.24%	89
2024 Q4	$318K	Sell	1,624 -141	-8%	-$28.2K	0.22%	90
2024 Q3	$350K	Buy	1,765 +350	+25%	+$66.6K	0.24%	86
2024 Q2	$258K	Sell	1,415 -10	-0.7%	-$1.8K	0.2%	88
2024 Q1	$260K	Buy	1,425 +27	+2%	+$4.74K	0.21%	90
2023 Q4	$238K	Buy	1,398 +17	+1%	+$2.73K	0.22%	92
2023 Q3	$215K	Buy	1,381 +29	+2%	+$4.7K	0.22%	92
2023 Q2	$220K	Buy	1,352 +33	+3%	+$5.17K	0.2%	90
2023 Q1	$203K	Buy	1,319 +47	+4%	+$7.2K	0.19%	96
2022 Q4	$193K	Buy	1,272 +77	+6%	+$11.5K	0.19%	99
2022 Q3	$162K	Buy	1,195 +46	+4%	+$6.84K	0.16%	100
2022 Q2	$165K	Buy	1,149 +60	+6%	+$9.13K	0.16%	103
2022 Q1	$177K	Buy	1,089 +30	+3%	+$4.84K	0.15%	109
2021 Q4	$182K	Buy	+1,059	New	+$175K	0.15%	107

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

Tilia Fiduciary Partners's VIG Position: Q2 2026 in Review

Tilia Fiduciary Partners reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 4.8% in Q2 2026, selling an estimated $25.7K and leaving 2,210 shares worth $523K. The position accounts for 0.25% of the portfolio, ranked #78.

Tilia Fiduciary Partners first reported a position in VIG in Q4 2021 and has held it in 19 quarters since. 2,603 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Tilia Fiduciary Partners held 2,210 shares of Vanguard Dividend Appreciation ETF worth $523K as of Q2 2026.
Tilia Fiduciary Partners sold 112 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $25.7K.
Vanguard Dividend Appreciation ETF made up 0.25% of Tilia Fiduciary Partners's portfolio in Q2 2026, its #78 holding.
Tilia Fiduciary Partners first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 19 quarters since.
2,603 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Tilia Fiduciary Partners's 13F filing for Q2 2026, filed 18 Aug 2026.