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Triumph Capital Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Triumph Capital Management’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 		$287K Sell
1,211
-57
-4% -$13.1K 0.05% 307
2026
Q1 		$273K Buy
1,268
+28
+2% +$6.24K 0.06% 289
2025
Q4 		$273K Buy
1,240
+116
+10% +$25.3K 0.06% 266
2025
Q3 		$243K Buy
1,124
+31
+3% +$6.51K 0.07% 279
2025
Q2 		$224K Hold
1,093
– – 0.07% 262
2025
Q1 		$212K Buy
+1,093
New +$217K 0.07% 258
2024
Q3 		– Sell
-1,141
Closed -$209K – 307
2024
Q2 		$209K Sell
1,141
-211
-16% -$38K 0.08% 224
2024
Q1 		$245K Buy
+1,352
New +$238K 0.1% 186
2023
Q3 		– Sell
-1,553
Closed -$253K – 254
2023
Q2 		$253K Sell
1,553
-95
-6% -$14.9K 0.11% 168
2023
Q1 		$254K Sell
1,648
-413
-20% -$63.3K 0.13% 149
2022
Q4 		$313K Buy
2,061
+15
+0.7% +$2.24K 0.17% 137
2022
Q3 		$277K Buy
2,046
+311
+18% +$46.3K 0.15% 138
2022
Q2 		$249K Buy
+1,735
New +$264K 0.13% 162
2022
Q1 		– Sell
-1,485
Closed -$255K – 253
2021
Q4 		$255K Hold
1,485
– – 0.11% 169
2021
Q3 		$228K Buy
1,485
+45
+3% +$7.17K 0.11% 167
2021
Q2 		$227K Buy
+1,440
New +$221K 0.13% 154

Other funds holding VIG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
ACM
Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return

Triumph Capital Management's VIG Position: Q2 2026 in Review

Triumph Capital Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 4.5% in Q2 2026, selling an estimated $13.1K and leaving 1,211 shares worth $287K. The position accounts for 0.05% of the portfolio, ranked #307.

Triumph Capital Management first reported a position in VIG in Q2 2021 and has held it in 16 quarters since. The position peaked at $313K in Q4 2022. 703 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Triumph Capital Management held 1,211 shares of Vanguard Dividend Appreciation ETF worth $287K as of Q2 2026.
  • Triumph Capital Management sold 57 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $13.1K.
  • Vanguard Dividend Appreciation ETF made up 0.05% of Triumph Capital Management's portfolio in Q2 2026, its #307 holding.
  • Triumph Capital Management first reported a position in Vanguard Dividend Appreciation ETF in Q2 2021 and has held it in 16 quarters since.
  • Triumph Capital Management's Vanguard Dividend Appreciation ETF position peaked at $313K in Q4 2022.
  • 703 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.