WhitTier Trust Company’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

WhitTier Trust Company’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	$13.3M	Hold	55,529	–	–	0.25%	88
2026 Q1	$12M	Sell	55,529 -994	-2%	-$222K	0.25%	88
2025 Q4	$12.7M	Buy	56,523 +2,176	+4%	+$475K	0.26%	82
2025 Q3	$11.8M	Sell	54,347 -223	-0.4%	-$46.8K	0.25%	84
2025 Q2	$11.2M	Sell	54,570 -1,651	-3%	-$320K	0.25%	88
2025 Q1	$10.9M	Sell	56,221 -62	-0.1%	-$12.3K	0.28%	81
2024 Q4	$11M	Sell	56,283 -116	-0.2%	-$23.2K	0.27%	83
2024 Q3	$11.2M	Buy	56,399 +11,217	+25%	+$2.14M	0.29%	81
2024 Q2	$8.25M	Buy	45,182 +684	+2%	+$123K	0.23%	93
2024 Q1	$8.13M	Buy	44,498 +2,914	+7%	+$512K	0.23%	100
2023 Q4	$7.09M	Sell	41,584 -1,719	-4%	-$277K	0.23%	102
2023 Q3	$6.73M	Buy	43,303 +1	+0%	+$162	0.24%	97
2023 Q2	$7.03M	Buy	43,302 +5,588	+15%	+$875K	0.24%	97
2023 Q1	$5.81M	Sell	37,714 -455	-1%	-$69.7K	0.21%	115
2022 Q4	$5.8M	Sell	38,169 -137	-0.4%	-$20.4K	0.23%	108
2022 Q3	$5.18M	Sell	38,306 -290	-0.8%	-$43.2K	0.22%	106
2022 Q2	$5.54M	Buy	38,596 +4,733	+14%	+$720K	0.23%	106
2022 Q1	$5.49M	Sell	33,863 -321	-0.9%	-$51.8K	0.2%	114
2021 Q4	$5.87M	Sell	34,184 -165	-0.5%	-$27.2K	0.21%	111
2021 Q3	$5.28M	Sell	34,349 -933	-3%	-$149K	0.22%	113
2021 Q2	$5.46M	Sell	35,282 -301	-0.8%	-$46.2K	0.23%	104
2021 Q1	$5.23M	Sell	35,583 -95	-0.3%	-$13.5K	0.23%	104
2020 Q4	$5.04M	Buy	35,678 +838	+2%	+$114K	0.25%	96
2020 Q3	$4.48M	Sell	34,840 -218	-0.6%	-$27.4K	0.26%	97
2020 Q2	$4.11M	Sell	35,058 -1,687	-5%	-$192K	0.26%	93
2020 Q1	$3.8M	Sell	36,745 -1,044	-3%	-$125K	0.29%	87
2019 Q4	$4.71M	Buy	37,789 +465	+1%	+$56.3K	0.3%	89
2019 Q3	$4.46M	Hold	37,324	–	–	0.31%	89
2019 Q2	$4.3M	Hold	37,324	–	–	0.31%	90
2019 Q1	$4.09M	Sell	37,324 -2,451	-6%	-$258K	0.3%	88
2018 Q4	$3.9M	Buy	39,775 +3,113	+8%	+$325K	0.32%	84
2018 Q3	$4.06M	Hold	36,662	–	–	0.3%	89
2018 Q2	$3.73M	Sell	36,662 -750	-2%	-$76.5K	0.29%	90
2018 Q1	$3.78M	Hold	37,412	–	–	0.31%	85
2017 Q4	$3.82M	Sell	37,412 -100	-0.3%	-$9.85K	0.33%	83
2017 Q3	$3.56M	Hold	37,512	–	–	0.33%	85
2017 Q2	$3.48M	Hold	37,512	–	–	0.34%	83
2017 Q1	$3.37M	Sell	37,512 -500	-1%	-$44.3K	0.34%	85
2016 Q4	$3.24M	Sell	38,012 -95	-0.2%	-$7.99K	0.34%	82
2016 Q3	$3.2M	Buy	38,107 +498	+1%	+$42.2K	0.36%	77
2016 Q2	$3.13M	Hold	37,609	–	–	0.36%	78
2016 Q1	$3.06M	Sell	37,609 -7,400	-16%	-$567K	0.36%	73
2015 Q4	$3.5M	Sell	45,009 -666	-1%	-$52K	0.41%	71
2015 Q3	$3.37M	Sell	45,675 -128	-0.3%	-$9.92K	0.41%	69
2015 Q2	$3.6M	Sell	45,803 -1,910	-4%	-$155K	0.4%	70
2015 Q1	$3.84M	Sell	47,713 -1,634	-3%	-$133K	0.43%	72
2014 Q4	$4M	Sell	49,347 -2,010	-4%	-$159K	0.45%	69
2014 Q3	$3.95M	Hold	51,357	–	–	0.45%	66
2014 Q2	$4M	Sell	51,357 -1,353	-3%	-$103K	0.45%	67
2014 Q1	$3.96M	Sell	52,710 -1,590	-3%	-$117K	0.46%	67
2013 Q4	$4.09M	Buy	54,300 +385	+0.7%	+$28K	0.49%	63
2013 Q3	$3.75M	Sell	53,915 -585	-1%	-$40.5K	0.5%	61
2013 Q2	$3.61M	Buy	+54,500	New	+$3.66M	0.52%	60

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

WhitTier Trust Company's VIG Position: Q2 2026 in Review

WhitTier Trust Company held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 55,529 shares worth $13.3M. The position accounts for 0.25% of the portfolio, ranked #88.

WhitTier Trust Company first reported a position in VIG in Q2 2013 and has held it in 53 quarters since. 1,393 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

WhitTier Trust Company held 55,529 shares of Vanguard Dividend Appreciation ETF worth $13.3M as of Q2 2026.
WhitTier Trust Company left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.25% of WhitTier Trust Company's portfolio in Q2 2026, its #88 holding.
WhitTier Trust Company first reported a position in Vanguard Dividend Appreciation ETF in Q2 2013 and has held it in 53 quarters since.
1,393 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.