West Branch Capital’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

West Branch Capital’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	$359K	Sell	1,516 -148	-9%	-$34K	0.08%	64
2026 Q1	$358K	Hold	1,664	–	–	0.1%	64
2025 Q4	$366K	Hold	1,664	–	–	0.09%	66
2025 Q3	$359K	Hold	1,664	–	–	0.09%	66
2025 Q2	$340K	Hold	1,664	–	–	0.1%	64
2025 Q1	$323K	Hold	1,664	–	–	0.11%	65
2024 Q4	$326K	Hold	1,664	–	–	0.1%	70
2024 Q3	$329K	Buy	1,664 +478	+40%	+$91K	0.11%	68
2024 Q2	$216K	Hold	1,186	–	–	0.08%	78
2024 Q1	$216K	Hold	1,186	–	–	0.09%	79
2023 Q4	$202K	Buy	1,186 +906	+324%	+$146K	0.1%	75
2023 Q3	$43.5K	Hold	280	–	–	0.02%	170
2023 Q2	$45.5K	Hold	280	–	–	0.02%	169
2023 Q1	$43.1K	Hold	280	–	–	0.02%	178
2022 Q4	$42.5K	Hold	280	–	–	0.03%	178
2022 Q3	$38K	Hold	280	–	–	0.02%	189
2022 Q2	$40K	Hold	280	–	–	0.02%	186
2022 Q1	$45K	Hold	280	–	–	0.02%	194
2021 Q4	$48K	Hold	280	–	–	0.02%	201
2021 Q3	$43K	Hold	280	–	–	0.02%	196
2021 Q2	$43K	Buy	+280	New	+$43K	0.02%	205

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

West Branch Capital's VIG Position: Q2 2026 in Review

West Branch Capital reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 8.9% in Q2 2026, selling an estimated $34K and leaving 1,516 shares worth $359K. The position accounts for 0.08% of the portfolio, ranked #64.

West Branch Capital first reported a position in VIG in Q2 2021 and has held it in 21 quarters since. The position peaked at $366K in Q4 2025. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

West Branch Capital held 1,516 shares of Vanguard Dividend Appreciation ETF worth $359K as of Q2 2026.
West Branch Capital sold 148 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $34K.
Vanguard Dividend Appreciation ETF made up 0.08% of West Branch Capital's portfolio in Q2 2026, its #64 holding.
West Branch Capital first reported a position in Vanguard Dividend Appreciation ETF in Q2 2021 and has held it in 21 quarters since.
West Branch Capital's Vanguard Dividend Appreciation ETF position peaked at $366K in Q4 2025.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.