Tred Avon Family Wealth’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Tred Avon Family Wealth’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	$495K	Hold	2,094	–	–	0.15%	174
2026 Q1	$450K	Buy	2,094 +784	+60%	+$175K	0.15%	180
2025 Q4	$288K	Sell	1,310 -760	-37%	-$166K	0.09%	217
2025 Q3	$447K	Buy	+2,070	New	+$435K	0.15%	160

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

Tred Avon Family Wealth's VIG Position: Q2 2026 in Review

Tred Avon Family Wealth held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 2,094 shares worth $495K. The position accounts for 0.15% of the portfolio, ranked #174.

Tred Avon Family Wealth first reported a position in VIG in Q3 2025 and has held it in 4 quarters since. 2,603 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Tred Avon Family Wealth held 2,094 shares of Vanguard Dividend Appreciation ETF worth $495K as of Q2 2026.
Tred Avon Family Wealth left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.15% of Tred Avon Family Wealth's portfolio in Q2 2026, its #174 holding.
Tred Avon Family Wealth first reported a position in Vanguard Dividend Appreciation ETF in Q3 2025 and has held it in 4 quarters since.
2,603 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Tred Avon Family Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.