Triad Wealth Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Triad Wealth 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	$1.28M	Buy	5,311 +3,224	+154%	+$740K	0.08%	173
2026 Q1	$449K	Sell	2,087 -179	-8%	-$39.9K	0.04%	295
2025 Q4	$498K	Buy	2,266 +280	+14%	+$61.2K	0.05%	270
2025 Q3	$428K	Buy	+1,986	New	+$417K	0.06%	228
2024 Q3	–	Sell	-299	Closed	-$54.6K	–	897
2024 Q2	$54.6K	Buy	+299	New	+$53.8K	0.03%	219

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

Triad Wealth Partners's VIG Position: Q2 2026 in Review

Triad Wealth Partners increased its Vanguard Dividend Appreciation ETF (VIG) stake by 154% in Q2 2026, buying an estimated $740K and bringing the position to 5,311 shares worth $1.28M. The position accounts for 0.08% of the portfolio, ranked #173.

Triad Wealth Partners first reported a position in VIG in Q2 2024 and has held it in 5 quarters since. 2,602 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Triad Wealth Partners held 5,311 shares of Vanguard Dividend Appreciation ETF worth $1.28M as of Q2 2026.
Triad Wealth Partners bought 3,224 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $740K.
Vanguard Dividend Appreciation ETF made up 0.08% of Triad Wealth Partners's portfolio in Q2 2026, its #173 holding.
Triad Wealth Partners first reported a position in Vanguard Dividend Appreciation ETF in Q2 2024 and has held it in 5 quarters since.
2,602 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.