AO
VIG icon

Advisor OS’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Advisor OS’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 		$59.4M Sell
276,339
-27,016
-9% -$6.02M 4.3% 2
2025
Q4 		$66.7M Buy
303,355
+12,427
+4% +$2.72M 5.37% 3
2025
Q3 		$62.8M Buy
290,928
+11,724
+4% +$2.46M 5.42% 3
2025
Q2 		$57.1M Buy
279,204
+3,737
+1% +$724K 5.62% 3
2025
Q1 		$53.4M Sell
275,467
-2,604
-0.9% -$518K 6.08% 2
2024
Q4 		$54.5M Buy
278,071
+3,181
+1% +$635K 6.31% 2
2024
Q3 		$54.4M Buy
274,890
+15,314
+6% +$2.92M 5.42% 2
2024
Q2 		$47.4M Sell
259,576
-11,152
-4% -$2.01M 5.19% 2
2024
Q1 		$49.4M Sell
270,728
-35,309
-12% -$6.2M 5.68% 2
2023
Q4 		$52.1M Buy
306,037
+35,716
+13% +$5.75M 6.79% 3
2023
Q3 		$42M Buy
270,321
+37,081
+16% +$6.01M 6.3% 3
2023
Q2 		$37.9M Buy
233,240
+172,122
+282% +$27M 6.2% 2
2023
Q1 		$9.41M Buy
61,118
+34,063
+126% +$5.22M 2.26% 6
2022
Q4 		$4.11M Sell
27,055
-36,684
-58% -$5.47M 1.09% 19
2022
Q3 		$8.62M Buy
63,739
+39,732
+166% +$5.91M 2.6% 6
2022
Q2 		$3.44M Sell
24,007
-5,571
-19% -$848K 1.01% 21
2022
Q1 		$4.8M Sell
29,578
-46,248
-61% -$7.46M 1.39% 16
2021
Q4 		$13M Sell
75,826
-1,015
-1% -$167K 2.66% 6
2021
Q3 		$11.8M Sell
76,841
-33,468
-30% -$5.33M 2.57% 7
2021
Q2 		$17.1M Sell
110,309
-77,946
-41% -$12M 3.54% 6
2021
Q1 		$27.7M Buy
188,255
+136,672
+265% +$19.4M 6.28% 2
2020
Q4 		$7.28M Buy
51,583
+13,404
+35% +$1.82M 1.95% 13
2020
Q3 		$4.91M Buy
38,179
+33,013
+639% +$4.15M 2.06% 12
2020
Q2 		$605K Buy
+5,166
New +$588K 0.36% 59

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Advisor OS's VIG Position: Q1 2026 in Review

Advisor OS reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 8.9% in Q1 2026, selling an estimated $6.02M and leaving 276,339 shares worth $59.4M. The position accounts for 4.3% of the portfolio, ranked #2.

Advisor OS first reported a position in VIG in Q2 2020 and has held it in 24 quarters since. The position peaked at $66.7M in Q4 2025. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • Advisor OS held 276,339 shares of Vanguard Dividend Appreciation ETF worth $59.4M as of Q1 2026.
  • Advisor OS sold 27,016 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $6.02M.
  • Vanguard Dividend Appreciation ETF made up 4.3% of Advisor OS's portfolio in Q1 2026, its #2 holding.
  • Advisor OS first reported a position in Vanguard Dividend Appreciation ETF in Q2 2020 and has held it in 24 quarters since.
  • Advisor OS's Vanguard Dividend Appreciation ETF position peaked at $66.7M in Q4 2025.
  • 2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.