Whitney & Co’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Whitney & Co’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	$535K	Buy	2,261 +457	+25%	+$105K	0.04%	121
2026 Q1	$388K	Buy	1,804 +4	+0.2%	+$892	0.03%	133
2025 Q4	$396K	Buy	1,800 +168	+10%	+$36.7K	0.03%	133
2025 Q3	$352K	Buy	1,632 +5	+0.3%	+$1.05K	0.03%	110
2025 Q2	$333K	Hold	1,627	–	–	0.03%	104
2025 Q1	$316K	Buy	1,627 +5	+0.3%	+$994	0.03%	106
2024 Q4	$318K	Buy	1,622 +9	+0.6%	+$1.8K	0.03%	100
2024 Q3	$319K	Buy	+1,613	New	+$307K	0.03%	101
2024 Q1	–	Sell	-1,200	Closed	-$204K	–	132
2023 Q4	$204K	Buy	+1,200	New	+$193K	0.03%	120
2018 Q4	–	Sell	-75	Closed	-$8K	–	455
2018 Q3	$8K	Buy	+75	New	+$8.06K	﹤0.01%	342

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

Whitney & Co's VIG Position: Q2 2026 in Review

Whitney & Co increased its Vanguard Dividend Appreciation ETF (VIG) stake by 25% in Q2 2026, buying an estimated $105K and bringing the position to 2,261 shares worth $535K. The position accounts for 0.04% of the portfolio, ranked #121.

Whitney & Co first reported a position in VIG in Q3 2018 and has held it in 10 quarters since. 1,398 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Whitney & Co held 2,261 shares of Vanguard Dividend Appreciation ETF worth $535K as of Q2 2026.
Whitney & Co bought 457 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $105K.
Vanguard Dividend Appreciation ETF made up 0.04% of Whitney & Co's portfolio in Q2 2026, its #121 holding.
Whitney & Co first reported a position in Vanguard Dividend Appreciation ETF in Q3 2018 and has held it in 10 quarters since.
1,398 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Whitney & Co's 13F filing for Q2 2026, filed 28 Jul 2026.