True North Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

True North 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	$331K	Sell	1,398 -4,003	-74%	-$919K	0.03%	223
2026 Q1	$1.16M	Buy	5,401 +3,963	+276%	+$883K	0.13%	100
2025 Q4	$316K	Buy	+1,438	New	+$314K	0.04%	204
2025 Q3	–	Sell	-1,207	Closed	-$247K	–	247
2025 Q2	$247K	Hold	1,207	–	–	0.05%	202
2025 Q1	$234K	Buy	1,207 +31	+3%	+$6.16K	0.04%	224
2024 Q4	$230K	Hold	1,176	–	–	0.05%	174
2024 Q3	$233K	Hold	1,176	–	–	0.06%	167
2024 Q2	$215K	Hold	1,176	–	–	0.06%	183
2024 Q1	$215K	Sell	1,176 -926	-44%	-$163K	0.06%	181
2023 Q4	$358K	Buy	+2,102	New	+$338K	0.09%	124

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

True North Advisors's VIG Position: Q2 2026 in Review

True North Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 74% in Q2 2026, selling an estimated $919K and leaving 1,398 shares worth $331K. The position accounts for 0.03% of the portfolio, ranked #223.

True North Advisors first reported a position in VIG in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.16M in Q1 2026. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

True North Advisors held 1,398 shares of Vanguard Dividend Appreciation ETF worth $331K as of Q2 2026.
True North Advisors sold 4,003 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $919K.
Vanguard Dividend Appreciation ETF made up 0.03% of True North Advisors's portfolio in Q2 2026, its #223 holding.
True North Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 10 quarters since.
True North Advisors's Vanguard Dividend Appreciation ETF position peaked at $1.16M in Q1 2026.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on True North Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.