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

Vista 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	$380K	Sell	1,605 -129	-7%	-$29.6K	0.03%	113
2026 Q1	$373K	Hold	1,734	–	–	0.04%	100
2025 Q4	$381K	Hold	1,734	–	–	0.04%	105
2025 Q3	$374K	Sell	1,734 -85	-5%	-$17.9K	0.04%	95
2025 Q2	$372K	Hold	1,819	–	–	0.04%	83
2025 Q1	$353K	Sell	1,819 -189	-9%	-$37.6K	0.04%	74
2024 Q4	$393K	Sell	2,008 -106	-5%	-$21.2K	0.05%	71
2024 Q3	$419K	Sell	2,114 -206	-9%	-$39.2K	0.05%	62
2024 Q2	$424K	Sell	2,320 -230	-9%	-$41.4K	0.05%	53
2024 Q1	$466K	Hold	2,550	–	–	0.06%	48
2023 Q4	$435K	Sell	2,550 -119	-4%	-$19.1K	0.06%	52
2023 Q3	$415K	Sell	2,669 -612	-19%	-$99.2K	0.06%	48
2023 Q2	$533K	Sell	3,281 -91	-3%	-$14.3K	0.07%	47
2023 Q1	$519K	Hold	3,372	–	–	0.08%	45
2022 Q4	$512K	Buy	3,372 +5	+0.1%	+$745	0.08%	43
2022 Q3	$455K	Hold	3,367	–	–	0.08%	39
2022 Q2	$483K	Sell	3,367 -550	-14%	-$83.7K	0.08%	40
2022 Q1	$635K	Sell	3,917 -185	-5%	-$29.8K	0.08%	37
2021 Q4	$705K	Hold	4,102	–	–	0.09%	33
2021 Q3	$630K	Hold	4,102	–	–	0.09%	36
2021 Q2	$635K	Buy	+4,102	New	+$630K	0.09%	35

Other funds holding VIG

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Vista Capital Partners reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 7.4% in Q2 2026, selling an estimated $29.6K and leaving 1,605 shares worth $380K. The position accounts for 0.03% of the portfolio, ranked #113.

Vista Capital Partners first reported a position in VIG in Q2 2021 and has held it in 21 quarters since. The position peaked at $705K in Q4 2021. 1,400 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Vista Capital Partners held 1,605 shares of Vanguard Dividend Appreciation ETF worth $380K as of Q2 2026.
Vista Capital Partners sold 129 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $29.6K.
Vanguard Dividend Appreciation ETF made up 0.03% of Vista Capital Partners's portfolio in Q2 2026, its #113 holding.
Vista Capital Partners first reported a position in Vanguard Dividend Appreciation ETF in Q2 2021 and has held it in 21 quarters since.
Vista Capital Partners's Vanguard Dividend Appreciation ETF position peaked at $705K in Q4 2021.
1,400 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Vista Capital Partners's 13F filing for Q2 2026, filed 24 Jul 2026.