Winch Advisory Services’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Winch Advisory Services’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	$203K	Buy	857 +2	+0.2%	+$459	0.04%	108
2026 Q1	$184K	Buy	855 +3	+0.4%	+$669	0.04%	104
2025 Q4	$187K	Buy	852 +97	+13%	+$21.2K	0.04%	101
2025 Q3	$163K	Buy	755 +99	+15%	+$20.8K	0.04%	108
2025 Q2	$134K	Buy	656 +200	+44%	+$38.8K	0.03%	107
2025 Q1	$88.6K	Buy	456 +2	+0.4%	+$398	0.02%	124
2024 Q4	$89K	Buy	454 +96	+27%	+$19.2K	0.02%	124
2024 Q3	$70.9K	Buy	358 +2	+0.6%	+$381	0.02%	129
2024 Q2	$65K	Hold	356	–	–	0.02%	129
2024 Q1	$65K	Buy	356 +52	+17%	+$9.13K	0.02%	129
2023 Q4	$51.9K	Buy	304 +3	+1%	+$483	0.02%	142
2023 Q3	$47K	Buy	301 +104	+53%	+$16.9K	0.02%	141
2023 Q2	$32K	Buy	197 +128	+186%	+$20K	0.01%	162
2023 Q1	$11K	Hold	69	–	–	﹤0.01%	245
2022 Q4	$10K	Hold	69	–	–	﹤0.01%	239
2022 Q3	$9K	Buy	69 +1	+1%	+$149	﹤0.01%	234
2022 Q2	$10K	Buy	+68	New	+$10.3K	﹤0.01%	237
2017 Q2	–	Sell	-75	Closed	-$7K	–	318
2017 Q1	$7K	Sell	75 -5	-6%	-$443	﹤0.01%	192
2016 Q4	$7K	Sell	80 -24,628	-100%	-$2.07M	﹤0.01%	171
2016 Q3	$2.07M	Buy	24,708 +23,369	+1,745%	+$1.98M	1.69%	23
2016 Q2	$111K	Buy	+1,339	New	+$109K	0.13%	52
2015 Q3	–	Sell	-40	Closed	-$3K	–	285
2015 Q2	$3K	Buy	+40	New	+$3.24K	﹤0.01%	240

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

Winch Advisory Services's VIG Position: Q2 2026 in Review

Winch Advisory Services increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.23% in Q2 2026, buying an estimated $459 and bringing the position to 857 shares worth $203K. The position accounts for 0.04% of the portfolio, ranked #108.

Winch Advisory Services first reported a position in VIG in Q2 2015 and has held it in 22 quarters since. The position peaked at $2.07M in Q3 2016. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Winch Advisory Services held 857 shares of Vanguard Dividend Appreciation ETF worth $203K as of Q2 2026.
Winch Advisory Services bought 2 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $459.
Vanguard Dividend Appreciation ETF made up 0.04% of Winch Advisory Services's portfolio in Q2 2026, its #108 holding.
Winch Advisory Services first reported a position in Vanguard Dividend Appreciation ETF in Q2 2015 and has held it in 22 quarters since.
Winch Advisory Services's Vanguard Dividend Appreciation ETF position peaked at $2.07M in Q3 2016.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.