TritonPoint Wealth’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

TritonPoint 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	$312K	Buy	1,317 +24	+2%	+$5.51K	0.03%	230
2026 Q1	$278K	Buy	+1,293	New	+$288K	0.03%	227
2025 Q4	–	Sell	-2,263	Closed	-$490K	–	357
2025 Q3	$490K	Hold	2,263	–	–	0.04%	228
2025 Q2	$465K	Sell	2,263 -42	-2%	-$8.14K	0.04%	225
2025 Q1	$447K	Buy	2,305 +314	+16%	+$62.4K	0.04%	225
2024 Q4	$390K	Buy	1,991 +122	+7%	+$24.4K	0.04%	237
2024 Q3	$370K	Hold	1,869	–	–	0.03%	245
2024 Q2	$343K	Sell	1,869 -194	-9%	-$34.9K	0.03%	242
2024 Q1	$322K	Buy	2,063 +173	+9%	+$30.4K	0.03%	251
2023 Q4	$322K	Buy	+1,890	New	+$304K	0.03%	258

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

TritonPoint Wealth's VIG Position: Q2 2026 in Review

TritonPoint Wealth increased its Vanguard Dividend Appreciation ETF (VIG) stake by 1.9% in Q2 2026, buying an estimated $5.51K and bringing the position to 1,317 shares worth $312K. The position accounts for 0.03% of the portfolio, ranked #230.

TritonPoint Wealth first reported a position in VIG in Q4 2023 and has held it in 10 quarters since. The position peaked at $490K in Q3 2025. 2,602 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

TritonPoint Wealth held 1,317 shares of Vanguard Dividend Appreciation ETF worth $312K as of Q2 2026.
TritonPoint Wealth bought 24 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $5.51K.
Vanguard Dividend Appreciation ETF made up 0.03% of TritonPoint Wealth's portfolio in Q2 2026, its #230 holding.
TritonPoint Wealth first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 10 quarters since.
TritonPoint Wealth's Vanguard Dividend Appreciation ETF position peaked at $490K in Q3 2025.
2,602 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on TritonPoint Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.