Trifecta Capital Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Trifecta Capital 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	$1.31M	Sell	5,519 -1	-0%	-$230	0.17%	57
2026 Q1	$1.19M	Buy	5,520 +29	+0.5%	+$6.46K	0.18%	58
2025 Q4	$1.21M	Sell	5,491 -142	-3%	-$31K	0.18%	58
2025 Q3	$1.22M	Buy	5,633 +4	+0.1%	+$840	0.18%	58
2025 Q2	$1.15M	Hold	5,629	–	–	0.19%	55
2025 Q1	$1.09M	Buy	5,629 +6	+0.1%	+$1.19K	0.23%	53
2024 Q4	$1.1M	Sell	5,623 -7	-0.1%	-$1.4K	0.22%	53
2024 Q3	$1.11M	Buy	5,630 +5	+0.1%	+$952	0.23%	54
2024 Q2	$1.03M	Sell	5,625 -1,007	-15%	-$181K	0.23%	55
2024 Q1	$1.21M	Sell	6,632 -595	-8%	-$105K	0.29%	57
2023 Q4	$1.23M	Buy	7,227 +90	+1%	+$14.5K	0.34%	55
2023 Q3	$1.11M	Buy	7,137 +25	+0.4%	+$4.05K	0.36%	54
2023 Q2	$1.16M	Buy	7,112 +145	+2%	+$22.7K	0.37%	51
2023 Q1	$1.07M	Buy	6,967 +150	+2%	+$23K	0.38%	56
2022 Q4	$1.04M	Buy	+6,817	New	+$1.02M	0.41%	57

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

Trifecta Capital Advisors's VIG Position: Q2 2026 in Review

Trifecta Capital Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.02% in Q2 2026, selling an estimated $230 and leaving 5,519 shares worth $1.31M. The position accounts for 0.17% of the portfolio, ranked #57.

Trifecta Capital Advisors first reported a position in VIG in Q4 2022 and has held it in 15 quarters since. 2,601 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Trifecta Capital Advisors held 5,519 shares of Vanguard Dividend Appreciation ETF worth $1.31M as of Q2 2026.
Trifecta Capital Advisors sold 1 Vanguard Dividend Appreciation ETF share in Q2 2026, an estimated $230.
Vanguard Dividend Appreciation ETF made up 0.17% of Trifecta Capital Advisors's portfolio in Q2 2026, its #57 holding.
Trifecta Capital Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 15 quarters since.
2,601 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.