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

Westmount 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	$1.02M	Buy	4,314 +1	+0%	+$230	0.22%	94
2026 Q1	$928K	Sell	4,313 -113	-3%	-$25.2K	0.23%	89
2025 Q4	$973K	Buy	4,426 +1	+0%	+$218	0.24%	79
2025 Q3	$960K	Buy	4,425 +252	+6%	+$52.9K	0.25%	77
2025 Q2	$854K	Sell	4,173 -22	-0.5%	-$4.26K	0.23%	84
2025 Q1	$814K	Sell	4,195 -310	-7%	-$61.6K	0.25%	84
2024 Q4	$882K	Sell	4,505 -264	-6%	-$52.7K	0.27%	76
2024 Q3	$945K	Buy	4,769 +75	+2%	+$14.3K	0.28%	75
2024 Q2	$855K	Buy	4,694 +500	+12%	+$90K	0.28%	72
2024 Q1	$766K	Buy	4,194 +10	+0.2%	+$1.76K	0.28%	76
2023 Q4	$713K	Sell	4,184 -2,036	-33%	-$328K	0.29%	75
2023 Q3	$966K	Buy	6,220 +2,068	+50%	+$335K	0.43%	49
2023 Q2	$674K	Buy	4,152 +39	+0.9%	+$6.11K	0.29%	75
2023 Q1	$634K	Sell	4,113 -121	-3%	-$18.5K	0.29%	78
2022 Q4	$643K	Buy	+4,234	New	+$631K	0.33%	73

Other funds holding VIG

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

ACM

Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

PAM

Prodigy Asset Management Omaha, Nebraska $332M AUM 10.57% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

CBT

Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return

Westmount Partners's VIG Position: Q2 2026 in Review

Westmount Partners increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.02% in Q2 2026, buying an estimated $230 and bringing the position to 4,314 shares worth $1.02M. The position accounts for 0.22% of the portfolio, ranked #94.

Westmount Partners first reported a position in VIG in Q4 2022 and has held it in 15 quarters since. 488 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Westmount Partners held 4,314 shares of Vanguard Dividend Appreciation ETF worth $1.02M as of Q2 2026.
Westmount Partners bought 1 Vanguard Dividend Appreciation ETF share in Q2 2026, an estimated $230.
Vanguard Dividend Appreciation ETF made up 0.22% of Westmount Partners's portfolio in Q2 2026, its #94 holding.
Westmount Partners first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 15 quarters since.
488 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.