Adapt Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Adapt Wealth Advisors’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	$740K	Sell	3,440 -135	-4%	-$30.1K	0.27%	53
2025 Q4	$786K	Buy	3,575 +236	+7%	+$51.6K	0.27%	52
2025 Q3	$721K	Sell	3,339 -76	-2%	-$16K	0.27%	55
2025 Q2	$699K	Hold	3,415	–	–	0.31%	36
2025 Q1	$662K	Sell	3,415 -5	-0.1%	-$994	0.32%	35
2024 Q4	$670K	Hold	3,420	–	–	0.33%	39
2024 Q3	$677K	Sell	3,420 -146	-4%	-$27.8K	0.36%	38
2024 Q2	$651K	Buy	3,566 +125	+4%	+$22.5K	0.41%	39
2024 Q1	$628K	Buy	+3,441	New	+$605K	0.45%	31

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

Adapt Wealth Advisors's VIG Position: Q1 2026 in Review

Adapt Wealth Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 3.8% in Q1 2026, selling an estimated $30.1K and leaving 3,440 shares worth $740K. The position accounts for 0.27% of the portfolio, ranked #53.

Adapt Wealth Advisors first reported a position in VIG in Q1 2024 and has held it in 9 quarters since. The position peaked at $786K in Q4 2025. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Adapt Wealth Advisors held 3,440 shares of Vanguard Dividend Appreciation ETF worth $740K as of Q1 2026.
Adapt Wealth Advisors sold 135 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $30.1K.
Vanguard Dividend Appreciation ETF made up 0.27% of Adapt Wealth Advisors's portfolio in Q1 2026, its #53 holding.
Adapt Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q1 2024 and has held it in 9 quarters since.
Adapt Wealth Advisors's Vanguard Dividend Appreciation ETF position peaked at $786K in Q4 2025.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Adapt Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.