Abacus Wealth Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Abacus Wealth Partners’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	$1.24M	Sell	5,789 -310	-5%	-$69.1K	0.11%	83
2025 Q4	$1.34M	Buy	6,099 +31	+0.5%	+$6.77K	0.13%	73
2025 Q3	$1.31M	Buy	6,068 +328	+6%	+$68.9K	0.19%	26
2025 Q2	$1.17M	Buy	5,740 +12	+0.2%	+$2.33K	0.18%	28
2025 Q1	$1.11M	Sell	5,728 -355	-6%	-$70.6K	0.17%	25
2024 Q4	$1.19M	Hold	6,083	–	–	0.18%	25
2024 Q3	$1.2M	Sell	6,083 -758	-11%	-$144K	0.18%	25
2024 Q2	$1.25M	Buy	6,841 +100	+1%	+$18K	0.21%	26
2024 Q1	$1.23M	Sell	6,741 -376	-5%	-$66.1K	0.21%	26
2023 Q4	$1.21M	Sell	7,117 -23	-0.3%	-$3.7K	0.2%	26
2023 Q3	$1.11M	Hold	7,140	–	–	0.34%	22
2023 Q2	$1.16M	Hold	7,140	–	–	0.35%	20
2023 Q1	$1.12M	Hold	7,140	–	–	0.37%	23
2022 Q4	$1.08M	Hold	7,140	–	–	0.39%	23
2022 Q3	$965K	Buy	+7,140	New	+$1.06M	0.51%	19

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

Abacus Wealth Partners's VIG Position: Q1 2026 in Review

Abacus Wealth Partners reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 5.1% in Q1 2026, selling an estimated $69.1K and leaving 5,789 shares worth $1.24M. The position accounts for 0.11% of the portfolio, ranked #83.

Abacus Wealth Partners first reported a position in VIG in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.34M in Q4 2025. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Abacus Wealth Partners held 5,789 shares of Vanguard Dividend Appreciation ETF worth $1.24M as of Q1 2026.
Abacus Wealth Partners sold 310 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $69.1K.
Vanguard Dividend Appreciation ETF made up 0.11% of Abacus Wealth Partners's portfolio in Q1 2026, its #83 holding.
Abacus Wealth Partners first reported a position in Vanguard Dividend Appreciation ETF in Q3 2022 and has held it in 15 quarters since.
Abacus Wealth Partners's Vanguard Dividend Appreciation ETF position peaked at $1.34M in Q4 2025.
2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Abacus Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.