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

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

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. 2,602 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.
2,602 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.