1832 Asset Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

1832 Asset 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 Q1	$215K	Hold	999	–	–	﹤0.01%	633
2025 Q4	$220K	Sell	999 -25	-2%	-$5.46K	﹤0.01%	674
2025 Q3	$221K	Buy	+1,024	New	+$215K	﹤0.01%	655
2025 Q1	–	Sell	-1,099	Closed	-$215K	–	715
2024 Q4	$215K	Sell	1,099 -648	-37%	-$129K	﹤0.01%	639
2024 Q3	$346K	Hold	1,747	–	–	﹤0.01%	643
2024 Q2	$319K	Sell	1,747 -665	-28%	-$120K	﹤0.01%	625
2024 Q1	$440K	Hold	2,412	–	–	﹤0.01%	615
2023 Q4	$411K	Buy	2,412 +532	+28%	+$85.6K	﹤0.01%	608
2023 Q3	$292K	Sell	1,880 -1,300	-41%	-$211K	﹤0.01%	629
2023 Q2	$517K	Buy	3,180 +1,300	+69%	+$204K	﹤0.01%	615
2023 Q1	$290K	Hold	1,880	–	–	﹤0.01%	651
2022 Q4	$285K	Sell	1,880 -663	-26%	-$98.8K	﹤0.01%	683
2022 Q3	$344K	Sell	2,543 -1,000	-28%	-$149K	﹤0.01%	656
2022 Q2	$508K	Sell	3,543 -165	-4%	-$25.1K	﹤0.01%	647
2022 Q1	$593K	Buy	3,708 +1,000	+37%	+$161K	﹤0.01%	656
2021 Q4	$469K	Hold	2,708	–	–	﹤0.01%	480
2021 Q3	$418K	Hold	2,708	–	–	﹤0.01%	566
2021 Q2	$419K	Hold	2,708	–	–	﹤0.01%	525
2021 Q1	$397K	Sell	2,708 -4,622	-63%	-$658K	﹤0.01%	495
2020 Q4	$1.04M	Buy	7,330 +4,500	+159%	+$610K	﹤0.01%	491
2020 Q3	$364K	Hold	2,830	–	–	﹤0.01%	528
2020 Q2	$331K	Hold	2,830	–	–	﹤0.01%	505
2020 Q1	$295K	Sell	2,830 -160	-5%	-$19.1K	﹤0.01%	538
2019 Q4	$372K	Sell	2,990 -22	-0.7%	-$2.66K	﹤0.01%	492
2019 Q3	$361K	Hold	3,012	–	–	﹤0.01%	486
2019 Q2	$347K	Sell	3,012 -300	-9%	-$33.6K	﹤0.01%	516
2019 Q1	$362K	Hold	3,312	–	–	﹤0.01%	433
2018 Q4	$325K	Hold	3,312	–	–	﹤0.01%	441
2018 Q3	$367K	Hold	3,312	–	–	﹤0.01%	486
2018 Q2	$347K	Hold	3,312	–	–	﹤0.01%	456
2018 Q1	$334K	Sell	3,312 -20	-0.6%	-$2.07K	﹤0.01%	466
2017 Q4	$339K	Sell	3,332 -24	-0.7%	-$2.36K	﹤0.01%	478
2017 Q3	$318K	Hold	3,356	–	–	﹤0.01%	487
2017 Q2	$311K	Hold	3,356	–	–	﹤0.01%	481
2017 Q1	$302K	Sell	3,356 -3,356	-50%	-$297K	﹤0.01%	512
2016 Q4	$574K	Buy	6,712 +1,796	+37%	+$151K	﹤0.01%	568
2016 Q3	$413K	Sell	4,916 -522	-10%	-$44.2K	﹤0.01%	488
2016 Q2	$454K	Sell	5,438 -350	-6%	-$28.6K	﹤0.01%	443
2016 Q1	$470K	Buy	+5,788	New	+$444K	﹤0.01%	435
2015 Q4	–	Sell	-5,438	Closed	-$424K	–	436
2015 Q3	$402K	Hold	5,438	–	–	﹤0.01%	425
2015 Q2	$427K	Buy	+5,438	New	+$441K	﹤0.01%	473

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

1832 Asset Management's VIG Position: Q1 2026 in Review

1832 Asset Management held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q1 2026 at 999 shares worth $215K. The position accounts for ﹤0.01% of the portfolio, ranked #633.

1832 Asset Management first reported a position in VIG in Q2 2015 and has held it in 41 quarters since. The position peaked at $1.04M in Q4 2020. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

1832 Asset Management held 999 shares of Vanguard Dividend Appreciation ETF worth $215K as of Q1 2026.
1832 Asset Management left its Vanguard Dividend Appreciation ETF share count unchanged in Q1 2026.
Vanguard Dividend Appreciation ETF made up ﹤0.01% of 1832 Asset Management's portfolio in Q1 2026, its #633 holding.
1832 Asset Management first reported a position in Vanguard Dividend Appreciation ETF in Q2 2015 and has held it in 41 quarters since.
1832 Asset Management's Vanguard Dividend Appreciation ETF position peaked at $1.04M in Q4 2020.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on 1832 Asset Management's 13F filing for Q1 2026, filed 14 May 2026.