Trust Point Inc’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Trust Point Inc’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	$132M	Sell	556,557 -8,702	-2%	-$2M	11.18%	2
2026 Q1	$122M	Sell	565,259 -636,527	-53%	-$142M	10.56%	2
2025 Q4	$264M	Buy	1,201,786 +10,102	+0.8%	+$2.21M	20.86%	1
2025 Q3	$257M	Buy	1,191,684 +6,281	+0.5%	+$1.32M	20.77%	1
2025 Q2	$243M	Buy	1,185,403 +5,970	+0.5%	+$1.16M	22.88%	1
2025 Q1	$229M	Sell	1,179,433 -139,075	-11%	-$27.7M	20.87%	1
2024 Q4	$258M	Buy	1,318,508 +55,792	+4%	+$11.1M	17.91%	1
2024 Q3	$250M	Sell	1,262,716 -2,945	-0.2%	-$561K	18.77%	1
2024 Q2	$231M	Sell	1,265,661 -17,983	-1%	-$3.24M	18.53%	1
2024 Q1	$234M	Sell	1,283,644 -26,810	-2%	-$4.71M	18.42%	1
2023 Q4	$223M	Buy	+1,310,454	New	+$211M	18.47%	1

Other funds holding VIG

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Prodigy Asset Management Omaha, Nebraska $332M AUM 10.57% 1-Year Est. Return

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

Enclave Advisors Austin, Texas $767M AUM 21.99% 1-Year Est. Return

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

Investment Advisory Services The Woodlands, Texas $347M AUM 23.74% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return