Uniting Wealth Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Uniting Wealth Partners’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	$366K	Sell	1,545 -976	-39%	-$224K	0.07%	134
2026 Q1	$542K	Sell	2,521 -88	-3%	-$19.6K	0.12%	106
2025 Q4	$573K	Buy	2,609 +92	+4%	+$20.1K	0.18%	74
2025 Q3	$545K	Buy	2,517 +1,509	+150%	+$317K	0.13%	92
2025 Q2	$206K	Sell	1,008 -109	-10%	-$21.1K	0.08%	103
2025 Q1	$217K	Buy	+1,117	New	+$222K	0.11%	93

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

Uniting Wealth Partners's VIG Position: Q2 2026 in Review

Uniting Wealth Partners reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 39% in Q2 2026, selling an estimated $224K and leaving 1,545 shares worth $366K. The position accounts for 0.07% of the portfolio, ranked #134.

Uniting Wealth Partners first reported a position in VIG in Q1 2025 and has held it in 6 quarters since. The position peaked at $573K in Q4 2025. 2,585 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Uniting Wealth Partners held 1,545 shares of Vanguard Dividend Appreciation ETF worth $366K as of Q2 2026.
Uniting Wealth Partners sold 976 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $224K.
Vanguard Dividend Appreciation ETF made up 0.07% of Uniting Wealth Partners's portfolio in Q2 2026, its #134 holding.
Uniting Wealth Partners first reported a position in Vanguard Dividend Appreciation ETF in Q1 2025 and has held it in 6 quarters since.
Uniting Wealth Partners's Vanguard Dividend Appreciation ETF position peaked at $573K in Q4 2025.
2,585 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Uniting Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.