1776 Wealth’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

1776 Wealth’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 Q1	$492K	Hold	2,289	–	–	0.19%	85
2025 Q4	$503K	Sell	2,289 -71	-3%	-$15.5K	0.19%	86
2025 Q3	$509K	Hold	2,360	–	–	0.2%	83
2025 Q2	$483K	Hold	2,360	–	–	0.2%	91
2025 Q1	$458K	Sell	2,360 -500	-17%	-$99.4K	0.21%	92
2024 Q4	$560K	Hold	2,860	–	–	0.26%	75
2024 Q3	$566K	Hold	2,860	–	–	0.25%	79
2024 Q2	$522K	Sell	2,860 -800	-22%	-$144K	0.23%	86
2024 Q1	$668K	Hold	3,660	–	–	0.32%	58
2023 Q4	$624K	Hold	3,660	–	–	0.31%	57
2023 Q3	$569K	Hold	3,660	–	–	0.3%	57
2023 Q2	$594K	Sell	3,660 -5	-0.1%	-$783	0.31%	57
2023 Q1	$564K	Hold	3,665	–	–	0.34%	52
2022 Q4	$557K	Buy	3,665 +5	+0.1%	+$745	0.4%	52
2022 Q3	$495K	Sell	3,660 -50	-1%	-$7.44K	0.38%	49
2022 Q2	$532K	Hold	3,710	–	–	0.37%	51
2022 Q1	$602K	Hold	3,710	–	–	0.35%	52
2021 Q4	$637K	Buy	3,710 +71	+2%	+$11.7K	0.34%	53
2021 Q3	$559K	Hold	3,639	–	–	0.32%	50
2021 Q2	$563K	Hold	3,639	–	–	0.32%	53
2021 Q1	$535K	Hold	3,639	–	–	0.34%	52
2020 Q4	$514K	Hold	3,639	–	–	0.32%	55
2020 Q3	$468K	Hold	3,639	–	–	0.34%	47
2020 Q2	$426K	Sell	3,639 -3,699	-50%	-$421K	0.29%	55
2020 Q1	$837K	Buy	7,338 +3,639	+98%	+$434K	0.35%	46
2019 Q4	$461K	Buy	+3,699	New	+$448K	0.39%	42

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

1776 Wealth's VIG Position: Q1 2026 in Review

1776 Wealth held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q1 2026 at 2,289 shares worth $492K. The position accounts for 0.19% of the portfolio, ranked #85.

1776 Wealth first reported a position in VIG in Q4 2019 and has held it in 26 quarters since. The position peaked at $837K in Q1 2020. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

1776 Wealth held 2,289 shares of Vanguard Dividend Appreciation ETF worth $492K as of Q1 2026.
1776 Wealth left its Vanguard Dividend Appreciation ETF share count unchanged in Q1 2026.
Vanguard Dividend Appreciation ETF made up 0.19% of 1776 Wealth's portfolio in Q1 2026, its #85 holding.
1776 Wealth first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and has held it in 26 quarters since.
1776 Wealth's Vanguard Dividend Appreciation ETF position peaked at $837K in Q1 2020.
2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on 1776 Wealth's 13F filing for Q1 2026, filed 8 May 2026.