Tradewinds Capital Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Tradewinds Capital 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	$110K	Buy	463 +67	+17%	+$15.4K	0.02%	155
2026 Q1	$85.2K	Buy	+396	New	+$88.3K	0.02%	167
2022 Q2	–	Sell	-845	Closed	-$137K	–	788
2022 Q1	$137K	Hold	845	–	–	0.02%	149
2021 Q4	$145K	Sell	845 -655	-44%	-$108K	0.02%	147
2021 Q3	$230K	Hold	1,500	–	–	0.04%	109
2021 Q2	$232K	Hold	1,500	–	–	0.04%	113
2021 Q1	$221K	Hold	1,500	–	–	0.04%	111
2020 Q4	$212K	Sell	1,500 -937	-38%	-$127K	0.05%	111
2020 Q3	$314K	Buy	2,437 +2,333	+2,243%	+$294K	0.08%	75
2020 Q2	$12K	Hold	104	–	–	﹤0.01%	364
2020 Q1	$11K	Hold	104	–	–	﹤0.01%	340
2019 Q4	$13K	Hold	104	–	–	﹤0.01%	375
2019 Q3	$12K	Hold	104	–	–	﹤0.01%	356
2019 Q2	$12K	Hold	104	–	–	﹤0.01%	346
2019 Q1	$11K	Hold	104	–	–	﹤0.01%	376
2018 Q4	$10K	Buy	+104	New	+$10.8K	﹤0.01%	391
2016 Q2	–	Sell	-387	Closed	-$31K	–	676
2016 Q1	$31K	Buy	+387	New	+$29.7K	0.02%	282
2015 Q3	–	Sell	-36	Closed	-$3K	–	720
2015 Q2	$3K	Buy	+36	New	+$2.92K	﹤0.01%	552

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

Tradewinds Capital Management's VIG Position: Q2 2026 in Review

Tradewinds Capital Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 17% in Q2 2026, buying an estimated $15.4K and bringing the position to 463 shares worth $110K. The position accounts for 0.02% of the portfolio, ranked #155.

Tradewinds Capital Management first reported a position in VIG in Q2 2015 and has held it in 18 quarters since. The position peaked at $314K in Q3 2020. 2,583 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Tradewinds Capital Management held 463 shares of Vanguard Dividend Appreciation ETF worth $110K as of Q2 2026.
Tradewinds Capital Management bought 67 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $15.4K.
Vanguard Dividend Appreciation ETF made up 0.02% of Tradewinds Capital Management's portfolio in Q2 2026, its #155 holding.
Tradewinds Capital Management first reported a position in Vanguard Dividend Appreciation ETF in Q2 2015 and has held it in 18 quarters since.
Tradewinds Capital Management's Vanguard Dividend Appreciation ETF position peaked at $314K in Q3 2020.
2,583 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Tradewinds Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.