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VIGVIG
30 quarters

Position history for RWA WEALTH PARTNERS, LLCRWA WEALTH PARTNERS, LLC's holdings in VANGUARD DIVIDEND APPRECIATION ETF ETF

RWA WEALTH PARTNERS, LLC holds 339,068 shares of VIG (VANGUARD DIVIDEND APPRECIATION ETF ETF), worth $80.2M as of 2026-Q2. The position was increased (+8.1% shares). VIG represents 0.8% of RWA WEALTH PARTNERS, LLC's portfolio.

Current Value

$80.2M

Current Shares

339,068

Total Value Change

+$56.1M

Total Shares Change

+119,166

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
339,068
+8.1%
$80.2M0.8%$236.62
45
2026-Q1
Increased
313,729
+4.2%
$67.5M0.7%$214.15
43
2025-Q4
Increased
301,164
+215.9%
$66.2M0.7%$218.00
67
2025-Q3
Decreased
95,332
-3.5%
$20.6M0.2%$213.18
0
2025-Q2
Decreased
98,816
-3.8%
$20.2M0.3%$201.38
0
2025-Q1
Decreased
102,746
-2.5%
$19.9M0.3%$190.06
0
2024-Q4
Decreased
105,397
-1.2%
$20.6M0.3%$190.94
0
2024-Q3
Decreased
106,693
-5.8%
$21.1M0.3%$192.26
0
2024-Q2
Decreased
113,263
-11.0%
$20.7M0.3%$177.90
0
2024-Q1
Decreased
127,320
-1.7%
$23.2M0.3%$177.09
0
2023-Q4
Increased
129,516
+17.6%
$22.1M0.3%$164.55
40
2023-Q3
Decreased
110,117
-11.0%
$17.1M0.4%$149.23
0
2023-Q2
Increased
123,736
+14.1%
$20.1M0.4%$153.97
39
2023-Q1
Decreased
108,487
-5.5%
$16.7M0.4%$145.29
0
2022-Q4
Decreased
114,763
-70.6%
$17.9M0.4%$143.70
0
2022-Q3
Increased
390,809
+4.4%
$52.8M3.7%$126.13
56
2022-Q2
Decreased
374,321
-4.8%
$53.7M3.6%$133.23
0
2022-Q1
Decreased
393,063
-22.5%
$63.7M4.1%$149.83
0
2021-Q4
Increased
507,170
+4.3%
$87.1M5.8%$158.01
60
2021-Q3
Increased
486,159
+2.5%
$74.7M5.6%$140.66
59
2021-Q2
Increased
474,222
+1.9%
$73.4M5.5%$141.13
59
2021-Q1
Increased
465,262
+9.0%
$68.4M5.5%$133.49
63
2020-Q4
Increased
426,887
+1.6%
$60.3M5.3%$127.67
58
2020-Q3
Increased
420,063
+5.8%
$54M5.7%$115.81
60
2020-Q2
Decreased
397,004
-3.5%
$46.5M5.7%$105.02
0
2020-Q1
Increased
411,493
+82.8%
$42.5M6.0%$92.18
87
2019-Q4
Increased
225,170
+0.4%
$28.1M2.8%$111.41
49
2019-Q3
Increased
224,263
+0.7%
$26.8M2.8%$105.84
49
2019-Q2
Increased
222,821
+1.3%
$25.7M2.8%$102.04
50
2019-Q1
New
219,902
-
$24.1M2.8%$96.75
74

Other major holders of VIG: Steward Partners Investment Advisory, LLC, BNP PARIBAS FINANCIAL MARKETS, BANK OF AMERICA CORP /DE/

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