Welch & Forbes’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $508K | Hold |
2,145
| – | – | 0.01% | 285 |
|
|
2026
Q1 | $461K | Hold |
2,145
| – | – | 0.01% | 280 |
|
|
2025
Q4 | $471K | Hold |
2,145
| – | – | 0.01% | 279 |
|
|
2025
Q3 | $463K | Buy |
2,145
+313
| +17% | +$65.7K | 0.01% | 283 |
|
|
2025
Q2 | $375K | Buy |
1,832
+14
| +0.8% | +$2.71K | ﹤0.01% | 301 |
|
|
2025
Q1 | $353K | Sell |
1,818
-100
| -5% | -$19.9K | ﹤0.01% | 301 |
|
|
2024
Q4 | $376K | Hold |
1,918
| – | – | ﹤0.01% | 307 |
|
|
2024
Q3 | $380K | Sell |
1,918
-200
| -9% | -$38.1K | ﹤0.01% | 313 |
|
|
2024
Q2 | $388K | Sell |
2,118
-317
| -13% | -$57.1K | 0.01% | 307 |
|
|
2024
Q1 | $445K | Buy |
2,435
+924
| +61% | +$162K | 0.01% | 297 |
|
|
2023
Q4 | $257K | Hold |
1,511
| – | – | ﹤0.01% | 342 |
|
|
2023
Q3 | $235K | Hold |
1,511
| – | – | ﹤0.01% | 348 |
|
|
2023
Q2 | $245K | Sell |
1,511
-200
| -12% | -$31.3K | ﹤0.01% | 349 |
|
|
2023
Q1 | $264K | Hold |
1,711
| – | – | ﹤0.01% | 339 |
|
|
2022
Q4 | $260K | Sell |
1,711
-5,494
| -76% | -$819K | ﹤0.01% | 343 |
|
|
2022
Q3 | $974K | Buy |
7,205
+5,244
| +267% | +$780K | 0.02% | 225 |
|
|
2022
Q2 | $281K | Hold |
1,961
| – | – | 0.01% | 337 |
|
|
2022
Q1 | $319K | Hold |
1,961
| – | – | 0.01% | 329 |
|
|
2021
Q4 | $337K | Sell |
1,961
-100
| -5% | -$16.5K | 0.01% | 330 |
|
|
2021
Q3 | $316K | Sell |
2,061
-150
| -7% | -$23.9K | 0.01% | 339 |
|
|
2021
Q2 | $342K | Sell |
2,211
-670
| -23% | -$103K | 0.01% | 334 |
|
|
2021
Q1 | $424K | Sell |
2,881
-569
| -16% | -$80.9K | 0.01% | 299 |
|
|
2020
Q4 | $487K | Buy |
3,450
+319
| +10% | +$43.2K | 0.01% | 272 |
|
|
2020
Q3 | $404K | Buy |
3,131
+165
| +6% | +$20.8K | 0.01% | 264 |
|
|
2020
Q2 | $348K | Sell |
2,966
-1,445
| -33% | -$164K | 0.01% | 279 |
|
|
2020
Q1 | $457K | Sell |
4,411
-177
| -4% | -$21.1K | 0.01% | 240 |
|
|
2019
Q4 | $572K | Hold |
4,588
| – | – | 0.01% | 250 |
|
|
2019
Q3 | $548K | Sell |
4,588
-22
| -0.5% | -$2.6K | 0.01% | 250 |
|
|
2019
Q2 | $531K | Buy |
4,610
+227
| +5% | +$25.5K | 0.01% | 252 |
|
|
2019
Q1 | $480K | Sell |
4,383
-335
| -7% | -$35.3K | 0.01% | 256 |
|
|
2018
Q4 | $462K | Hold |
4,718
| – | – | 0.01% | 252 |
|
|
2018
Q3 | $523K | Buy |
4,718
+327
| +7% | +$35.2K | 0.01% | 251 |
|
|
2018
Q2 | $446K | Hold |
4,391
| – | – | 0.01% | 260 |
|
|
2018
Q1 | $444K | Buy |
4,391
+1,375
| +46% | +$143K | 0.01% | 264 |
|
|
2017
Q4 | $308K | Buy |
+3,016
| New | +$297K | 0.01% | 293 |
|
|
2016
Q2 | – | Sell |
-2,503
| Closed | -$204K | – | 352 |
|
|
2016
Q1 | $204K | Sell |
2,503
-250
| -9% | -$19.2K | 0.01% | 328 |
|
|
2015
Q4 | $214K | Buy |
+2,753
| New | +$215K | 0.01% | 307 |
|
|
2015
Q1 | – | Sell |
-2,500
| Closed | -$203K | – | 347 |
|
|
2014
Q4 | $203K | Buy |
+2,500
| New | +$198K | 0.01% | 330 |
|
|
2014
Q1 | – | Sell |
-3,605
| Closed | -$271K | – | 340 |
|
|
2013
Q4 | $271K | Hold |
3,605
| – | – | 0.01% | 290 |
|
|
2013
Q3 | $251K | Hold |
3,605
| – | – | 0.01% | 309 |
|
|
2013
Q2 | $239K | Buy |
+3,605
| New | +$242K | 0.01% | 292 |
|
Other funds holding VIG
HWM
Welch & Forbes's VIG Position: Q2 2026 in Review
Welch & Forbes held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 2,145 shares worth $508K. The position accounts for 0.01% of the portfolio, ranked #285.
Welch & Forbes first reported a position in VIG in Q2 2013 and has held it in 41 quarters since. The position peaked at $974K in Q3 2022. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.
- Welch & Forbes held 2,145 shares of Vanguard Dividend Appreciation ETF worth $508K as of Q2 2026.
- Welch & Forbes left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
- Vanguard Dividend Appreciation ETF made up 0.01% of Welch & Forbes's portfolio in Q2 2026, its #285 holding.
- Welch & Forbes first reported a position in Vanguard Dividend Appreciation ETF in Q2 2013 and has held it in 41 quarters since.
- Welch & Forbes's Vanguard Dividend Appreciation ETF position peaked at $974K in Q3 2022.
- 2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.
Based on Welch & Forbes's 13F filing for Q2 2026, filed 30 Jul 2026.