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Trust Company of the South’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Trust Company of the South’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 		$231K Hold
975
– – 0.03% 136
2026
Q1 		$210K Sell
975
-256
-21% -$57.1K 0.03% 139
2025
Q4 		$271K Buy
1,231
+256
+26% +$55.9K 0.04% 117
2025
Q3 		$210K Buy
+975
New +$205K 0.03% 130

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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Trust Company of the South's VIG Position: Q2 2026 in Review

Trust Company of the South held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 975 shares worth $231K. The position accounts for 0.03% of the portfolio, ranked #136.

Trust Company of the South first reported a position in VIG in Q3 2025 and has held it in 4 quarters since. The position peaked at $271K in Q4 2025. 1,858 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Trust Company of the South held 975 shares of Vanguard Dividend Appreciation ETF worth $231K as of Q2 2026.
  • Trust Company of the South left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
  • Vanguard Dividend Appreciation ETF made up 0.03% of Trust Company of the South's portfolio in Q2 2026, its #136 holding.
  • Trust Company of the South first reported a position in Vanguard Dividend Appreciation ETF in Q3 2025 and has held it in 4 quarters since.
  • Trust Company of the South's Vanguard Dividend Appreciation ETF position peaked at $271K in Q4 2025.
  • 1,858 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Trust Company of the South's 13F filing for Q2 2026, filed 1 Jul 2026.