Evelyn Partners Group Ltd’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Evelyn Partners Group Ltd’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	$353K	Buy	+1,490	New	+$342K	﹤0.01%	232

Other funds holding VIG

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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Evelyn Partners Group Ltd's VIG Position: Q2 2026 in Review

Evelyn Partners Group Ltd opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q2 2026: 1,490 shares worth $353K. The stake represents ﹤0.01% of the portfolio and ranks #232 among its holdings.

1,858 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Evelyn Partners Group Ltd held 1,490 shares of Vanguard Dividend Appreciation ETF worth $353K as of Q2 2026.
Vanguard Dividend Appreciation ETF was a new Evelyn Partners Group Ltd position in Q2 2026.
Vanguard Dividend Appreciation ETF made up ﹤0.01% of Evelyn Partners Group Ltd's portfolio in Q2 2026, its #232 holding.
1,858 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Evelyn Partners Group Ltd's 13F filing for Q2 2026, filed 7 Aug 2026.