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Verus Capital Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Verus Capital 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 		$484K Buy
2,044
+5
+0.2% +$1.15K 0.03% 306
2026
Q1 		$438K Buy
2,039
+14
+0.7% +$3.12K 0.03% 288
2025
Q4 		$445K Sell
2,025
-155
-7% -$33.9K 0.03% 288
2025
Q3 		$470K Sell
2,180
-349
-14% -$73.3K 0.04% 247
2025
Q2 		$518K Buy
2,529
+43
+2% +$8.33K 0.05% 204
2025
Q1 		$482K Sell
2,486
-2
-0.1% -$398 0.05% 210
2024
Q4 		$487K Sell
2,488
-42
-2% -$8.38K 0.05% 203
2024
Q3 		$501K Buy
2,530
+2
+0.1% +$381 0.05% 194
2024
Q2 		$462K Buy
2,528
+162
+7% +$29.2K 0.05% 204
2024
Q1 		$432K Sell
2,366
-625
-21% -$110K 0.05% 211
2023
Q4 		$510K Buy
2,991
+9
+0.3% +$1.45K 0.06% 171
2023
Q3 		$463K Buy
2,982
+425
+17% +$68.9K 0.06% 171
2023
Q2 		$415K Buy
2,557
+475
+23% +$74.4K 0.06% 184
2023
Q1 		$321K Sell
2,082
-161
-7% -$24.7K 0.05% 215
2022
Q4 		$341K Buy
2,243
+2
+0.1% +$298 0.06% 187
2022
Q3 		$303K Buy
2,241
+1
+0% +$149 0.06% 201
2022
Q2 		$319K Sell
2,240
-556
-20% -$84.6K 0.06% 214
2022
Q1 		$437K Buy
+2,796
New +$451K 0.07% 205
2020
Q1 		$211K Sell
2,044
-301
-13% -$35.9K 0.07% 184
2019
Q4 		$292K Buy
+2,345
New +$284K 0.1% 169

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Verus Capital Partners's VIG Position: Q2 2026 in Review

Verus Capital Partners increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.25% in Q2 2026, buying an estimated $1.15K and bringing the position to 2,044 shares worth $484K. The position accounts for 0.03% of the portfolio, ranked #306.

Verus Capital Partners first reported a position in VIG in Q4 2019 and has held it in 20 quarters since. The position peaked at $518K in Q2 2025. 2,603 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Verus Capital Partners held 2,044 shares of Vanguard Dividend Appreciation ETF worth $484K as of Q2 2026.
  • Verus Capital Partners bought 5 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $1.15K.
  • Vanguard Dividend Appreciation ETF made up 0.03% of Verus Capital Partners's portfolio in Q2 2026, its #306 holding.
  • Verus Capital Partners first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and has held it in 20 quarters since.
  • Verus Capital Partners's Vanguard Dividend Appreciation ETF position peaked at $518K in Q2 2025.
  • 2,603 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

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