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Verum Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Verum 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 		$6.85M Sell
28,948
-1,853
-6% -$425K 1.02% 19
2026
Q1 		$6.62M Sell
30,801
-56
-0.2% -$12.5K 1.26% 17
2025
Q4 		$6.78M Sell
30,857
-1,509
-5% -$330K 1.37% 14
2025
Q3 		$6.98M Sell
32,366
-1,515
-4% -$318K 1.48% 14
2025
Q2 		$6.93M Sell
33,881
-834
-2% -$162K 1.6% 14
2025
Q1 		$6.73M Sell
34,715
-534
-2% -$106K 1.82% 12
2024
Q4 		$6.9M Sell
35,249
-327
-0.9% -$65.3K 1.99% 12
2024
Q3 		$7.05M Sell
35,576
-2,855
-7% -$544K 2.06% 12
2024
Q2 		$7.02M Sell
38,431
-4,845
-11% -$872K 2.27% 12
2024
Q1 		$7.9M Sell
43,276
-9,341
-18% -$1.64M 2.81% 9
2023
Q4 		$8.97M Sell
52,617
-3,617
-6% -$582K 3.55% 5
2023
Q3 		$8.74M Buy
56,234
+49,664
+756% +$8.05M 3.91% 4
2023
Q2 		$1.07M Sell
6,570
-2,555
-28% -$400K 0.97% 27
2023
Q1 		$1.41M Sell
9,125
-115
-1% -$17.6K 1.5% 20
2022
Q4 		$1.4M Buy
+9,240
New +$1.38M 1.72% 19

Other funds holding VIG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Verum Partners's VIG Position: Q2 2026 in Review

Verum Partners reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 6% in Q2 2026, selling an estimated $425K and leaving 28,948 shares worth $6.85M. The position accounts for 1.02% of the portfolio, ranked #19.

Verum Partners first reported a position in VIG in Q4 2022 and has held it in 15 quarters since. The position peaked at $8.97M in Q4 2023. 873 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Verum Partners held 28,948 shares of Vanguard Dividend Appreciation ETF worth $6.85M as of Q2 2026.
  • Verum Partners sold 1,853 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $425K.
  • Vanguard Dividend Appreciation ETF made up 1.02% of Verum Partners's portfolio in Q2 2026, its #19 holding.
  • Verum Partners first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 15 quarters since.
  • Verum Partners's Vanguard Dividend Appreciation ETF position peaked at $8.97M in Q4 2023.
  • 873 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Verum Partners's 13F filing for Q2 2026, filed 22 Jul 2026.