Winthrop Capital Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Winthrop Capital Management’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	$186K	Hold	784	–	–	0.04%	124
2026 Q1	$169K	Buy	784 +160	+26%	+$35.7K	0.04%	131
2025 Q4	$137K	Hold	624	–	–	0.03%	142
2025 Q3	$135K	Hold	624	–	–	0.03%	131
2025 Q2	$128K	Hold	624	–	–	0.03%	141
2025 Q1	$121K	Hold	624	–	–	0.03%	131
2024 Q4	$122K	Buy	+624	New	+$125K	0.03%	138
2024 Q1	–	Sell	-624	Closed	-$106K	–	292
2023 Q4	$106K	Buy	+624	New	+$100K	0.03%	141

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

Winthrop Capital Management's VIG Position: Q2 2026 in Review

Winthrop Capital Management held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 784 shares worth $186K. The position accounts for 0.04% of the portfolio, ranked #124.

Winthrop Capital Management first reported a position in VIG in Q4 2023 and has held it in 8 quarters since. 2,602 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Winthrop Capital Management held 784 shares of Vanguard Dividend Appreciation ETF worth $186K as of Q2 2026.
Winthrop Capital Management left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.04% of Winthrop Capital Management's portfolio in Q2 2026, its #124 holding.
Winthrop Capital Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 8 quarters since.
2,602 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Winthrop Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.