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Advus Financial Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Advus Financial 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 		– Sell
-1,054
Closed -$232K – 261
2025
Q4 		$232K Buy
1,054
+1
+0.1% +$218 0.06% 217
2025
Q3 		$227K Buy
1,053
+1
+0.1% +$210 0.05% 241
2025
Q2 		$215K Hold
1,052
– – 0.06% 238
2025
Q1 		$204K Buy
1,052
+1
+0.1% +$199 0.06% 229
2024
Q4 		$206K Buy
1,051
+1
+0.1% +$200 0.06% 218
2024
Q3 		$208K Sell
1,050
-101
-9% -$19.2K 0.06% 218
2024
Q2 		$210K Hold
1,151
– – 0.06% 198
2024
Q1 		$210K Sell
1,151
-160
-12% -$28.1K 0.07% 193
2023
Q4 		$223K Buy
1,311
+1
+0.1% +$161 0.08% 165
2023
Q3 		$203K Buy
1,310
+1
+0.1% +$162 0.08% 149
2023
Q2 		$213K Hold
1,309
– – 0.08% 150
2023
Q1 		$202K Sell
1,309
-410
-24% -$62.8K 0.08% 140
2022
Q4 		$261K Buy
1,719
+1
+0.1% +$149 0.11% 119
2022
Q3 		$232K Buy
1,718
+1
+0.1% +$149 0.12% 113
2022
Q2 		$246K Sell
1,717
-270
-14% -$41.1K 0.13% 105
2022
Q1 		$322K Buy
+1,987
New +$321K 0.16% 83
2021
Q3 		$330K Buy
+1,922
New +$306K 0.18% 65

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Advus Financial Partners's VIG Position: Q1 2026 in Review

Advus Financial Partners sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2026, closing a stake of 1,054 shares — an estimated $232K sold.

Advus Financial Partners first reported a position in VIG in Q3 2021 and held it in 17 quarters. The position peaked at $330K in Q3 2021. 2,529 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • Advus Financial Partners reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2026 after selling out during the quarter.
  • Advus Financial Partners sold 1,054 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $232K.
  • Advus Financial Partners first reported a position in Vanguard Dividend Appreciation ETF in Q3 2021 and held it in 17 quarters.
  • Advus Financial Partners's Vanguard Dividend Appreciation ETF position peaked at $330K in Q3 2021.
  • 2,529 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Advus Financial Partners's 13F filing for Q1 2026, filed 25 Aug 2026.