Accordant Advisory Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Accordant Advisory Group’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	$325K	Buy	1,513 +500	+49%	+$111K	0.2%	41
2025 Q4	$223K	Hold	1,013	–	–	0.15%	48
2025 Q3	$219K	Hold	1,013	–	–	0.15%	52
2025 Q2	$207K	Hold	1,013	–	–	0.15%	54
2025 Q1	$197K	Hold	1,013	–	–	0.19%	39
2024 Q4	$198K	Hold	1,013	–	–	0.19%	42
2024 Q3	$201K	Hold	1,013	–	–	0.16%	45
2024 Q2	$185K	Hold	1,013	–	–	0.18%	54
2024 Q1	$185K	Buy	+1,013	New	+$178K	0.14%	83

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

Accordant Advisory Group's VIG Position: Q1 2026 in Review

Accordant Advisory Group increased its Vanguard Dividend Appreciation ETF (VIG) stake by 49% in Q1 2026, buying an estimated $111K and bringing the position to 1,513 shares worth $325K. The position accounts for 0.2% of the portfolio, ranked #41.

Accordant Advisory Group first reported a position in VIG in Q1 2024 and has held it in 9 quarters since. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Accordant Advisory Group held 1,513 shares of Vanguard Dividend Appreciation ETF worth $325K as of Q1 2026.
Accordant Advisory Group bought 500 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $111K.
Vanguard Dividend Appreciation ETF made up 0.2% of Accordant Advisory Group's portfolio in Q1 2026, its #41 holding.
Accordant Advisory Group first reported a position in Vanguard Dividend Appreciation ETF in Q1 2024 and has held it in 9 quarters since.
2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Accordant Advisory Group's 13F filing for Q1 2026, filed 11 May 2026.