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Traphagen Investment Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Traphagen Investment 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 		$1.92M Buy
8,112
+212
+3% +$48.7K 0.14% 60
2026
Q1 		$1.7M Buy
7,900
+262
+3% +$58.4K 0.14% 60
2025
Q4 		$1.68M Buy
7,638
+332
+5% +$72.5K 0.14% 57
2025
Q3 		$1.58M Sell
7,306
-20
-0.3% -$4.2K 0.14% 57
2025
Q2 		$1.5M Buy
7,326
+654
+10% +$127K 0.14% 56
2025
Q1 		$1.29M Buy
6,672
+71
+1% +$14.1K 0.14% 56
2024
Q4 		$1.29M Sell
6,601
-598
-8% -$119K 0.13% 58
2024
Q3 		$1.43M Sell
7,199
-280
-4% -$53.3K 0.14% 52
2024
Q2 		$1.37M Sell
7,479
-150
-2% -$27K 0.15% 56
2024
Q1 		$1.39M Buy
7,629
+129
+2% +$22.7K 0.15% 56
2023
Q4 		$1.28M Buy
7,500
+362
+5% +$58.2K 0.15% 51
2023
Q3 		$1.11M Buy
7,138
+1,243
+21% +$201K 0.14% 50
2023
Q2 		$957K Hold
5,895
– – 0.12% 57
2023
Q1 		$908K Buy
5,895
+9
+0.2% +$1.38K 0.13% 56
2022
Q4 		$894K Buy
5,886
+10
+0.2% +$1.49K 0.14% 54
2022
Q3 		$794K Buy
5,876
+566
+11% +$84.2K 0.15% 50
2022
Q2 		$762K Buy
5,310
+534
+11% +$81.3K 0.14% 53
2022
Q1 		$774K Sell
4,776
-1,105
-19% -$178K 0.13% 51
2021
Q4 		$1.01M Hold
5,881
– – 0.17% 47
2021
Q3 		$903K Hold
5,881
– – 0.16% 48
2021
Q2 		$910K Hold
5,881
– – 0.15% 52
2021
Q1 		$865K Hold
5,881
– – 0.16% 54
2020
Q4 		$830K Sell
5,881
-24
-0.4% -$3.25K 0.15% 53
2020
Q3 		$760K Sell
5,905
-149
-2% -$18.7K 0.15% 46
2020
Q2 		$709K Hold
6,054
– – 0.16% 53
2020
Q1 		$626K Buy
6,054
+149
+3% +$17.8K 0.17% 50
2019
Q4 		$736K Sell
5,905
-10
-0.2% -$1.21K 0.18% 47
2019
Q3 		$707K Sell
5,915
-392
-6% -$46.2K 0.18% 44
2019
Q2 		$726K Buy
6,307
+300
+5% +$33.6K 0.19% 44
2019
Q1 		$659K Buy
+6,007
New +$633K 0.19% 44

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Traphagen Investment Advisors's VIG Position: Q2 2026 in Review

Traphagen Investment Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 2.7% in Q2 2026, buying an estimated $48.7K and bringing the position to 8,112 shares worth $1.92M. The position accounts for 0.14% of the portfolio, ranked #60.

Traphagen Investment Advisors first reported a position in VIG in Q1 2019 and has held it in 30 quarters since. 2,603 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Traphagen Investment Advisors held 8,112 shares of Vanguard Dividend Appreciation ETF worth $1.92M as of Q2 2026.
  • Traphagen Investment Advisors bought 212 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $48.7K.
  • Vanguard Dividend Appreciation ETF made up 0.14% of Traphagen Investment Advisors's portfolio in Q2 2026, its #60 holding.
  • Traphagen Investment Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q1 2019 and has held it in 30 quarters since.
  • 2,603 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Traphagen Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.