Stonebridge Financial Group, LLC/CA’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Stonebridge Financial Group, LLC/CA’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	$623K	Buy	+2,633	New	+$605K	0.09%	146

Other funds holding VIG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Stonebridge Financial Group, LLC/CA's VIG Position: Q2 2026 in Review

Stonebridge Financial Group, LLC/CA opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q2 2026: 2,633 shares worth $623K. The stake represents 0.09% of the portfolio and ranks #146 among its holdings.

2,337 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Stonebridge Financial Group, LLC/CA held 2,633 shares of Vanguard Dividend Appreciation ETF worth $623K as of Q2 2026.
Vanguard Dividend Appreciation ETF was a new Stonebridge Financial Group, LLC/CA position in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.09% of Stonebridge Financial Group, LLC/CA's portfolio in Q2 2026, its #146 holding.
2,337 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Stonebridge Financial Group, LLC/CA's 13F filing for Q2 2026, filed 13 Aug 2026.