AWM
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AE Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

AE Wealth Management’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 		$8.9M Sell
41,397
-11,815
-22% -$2.63M 0.05% 309
2025
Q4 		$11.7M Buy
53,212
+8,875
+20% +$1.94M 0.07% 263
2025
Q3 		$9.57M Buy
44,337
+1,954
+5% +$410K 0.06% 271
2025
Q2 		$8.67M Buy
42,383
+2,832
+7% +$549K 0.06% 270
2025
Q1 		$7.67M Buy
39,551
+3,921
+11% +$780K 0.06% 273
2024
Q4 		$6.98M Sell
35,630
-3,929
-10% -$784K 0.06% 282
2024
Q3 		$7.84M Buy
39,559
+7,345
+23% +$1.4M 0.07% 264
2024
Q2 		$5.88M Buy
32,214
+5,534
+21% +$996K 0.06% 295
2024
Q1 		$4.87M Sell
26,680
-99,016
-79% -$17.4M 0.06% 301
2023
Q4 		$21.8M Buy
125,696
+24,491
+24% +$3.94M 0.11% 210
2023
Q3 		$15.7M Sell
101,205
-12,982
-11% -$2.1M 0.09% 243
2023
Q2 		$18.5M Buy
114,187
+22,218
+24% +$3.48M 0.11% 211
2023
Q1 		$14.2M Buy
91,969
+4,804
+6% +$736K 0.09% 269
2022
Q4 		$13.2M Sell
87,165
-18,849
-18% -$2.81M 0.1% 247
2022
Q3 		$14.3M Buy
106,014
+14,213
+15% +$2.12M 0.11% 191
2022
Q2 		$13.2M Sell
91,801
-18,611
-17% -$2.83M 0.11% 212
2022
Q1 		$17.9M Sell
110,412
-313,590
-74% -$50.6M 0.12% 169
2021
Q4 		$72.8M Buy
424,002
+296,662
+233% +$48.9M 0.51% 37
2021
Q3 		$19.6M Sell
127,340
-229,494
-64% -$36.6M 0.16% 137
2021
Q2 		$55.2M Buy
356,834
+280,995
+371% +$43.1M 0.48% 39
2021
Q1 		$11.2M Buy
75,839
+3,617
+5% +$515K 0.11% 187
2020
Q4 		$10.2M Buy
72,222
+1,999
+3% +$271K 0.12% 178
2020
Q3 		$9.04M Sell
70,223
-94,966
-57% -$11.9M 0.13% 156
2020
Q2 		$19.4M Buy
165,189
+97,666
+145% +$11.1M 0.3% 79
2020
Q1 		$6.98M Sell
67,523
-23,480
-26% -$2.8M 0.16% 125
2019
Q4 		$11.3M Buy
91,003
+34,630
+61% +$4.19M 0.25% 85
2019
Q3 		$6.74M Buy
56,373
+9,802
+21% +$1.16M 0.19% 97
2019
Q2 		$5.36M Sell
46,571
-19,029
-29% -$2.13M 0.16% 115
2019
Q1 		$7.19M Buy
65,600
+40,634
+163% +$4.28M 0.5% 47
2018
Q4 		$2.44M Sell
24,966
-4,251
-15% -$443K 0.42% 60
2018
Q3 		$3.23M Buy
29,217
+3,955
+16% +$425K 0.18% 100
2018
Q2 		$2.57M Buy
25,262
+2,287
+10% +$233K 0.17% 89
2018
Q1 		$2.32M Buy
22,975
+6,614
+40% +$686K 0.18% 82
2017
Q4 		$1.67M Sell
16,361
-1,887
-10% -$186K 0.15% 104
2017
Q3 		$1.73M Sell
18,248
-699
-4% -$65.2K 0.16% 92
2017
Q2 		$1.76M Buy
18,947
+9,815
+107% +$900K 0.21% 81
2017
Q1 		$821K Buy
9,132
+3,364
+58% +$298K 0.15% 132
2016
Q4 		$491K Buy
+5,768
New +$485K 0.2% 115

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

AE Wealth Management's VIG Position: Q1 2026 in Review

AE Wealth Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 22% in Q1 2026, selling an estimated $2.63M and leaving 41,397 shares worth $8.9M. The position accounts for 0.05% of the portfolio, ranked #309.

AE Wealth Management first reported a position in VIG in Q4 2016 and has held it in 38 quarters since. The position peaked at $72.8M in Q4 2021. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • AE Wealth Management held 41,397 shares of Vanguard Dividend Appreciation ETF worth $8.9M as of Q1 2026.
  • AE Wealth Management sold 11,815 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $2.63M.
  • Vanguard Dividend Appreciation ETF made up 0.05% of AE Wealth Management's portfolio in Q1 2026, its #309 holding.
  • AE Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2016 and has held it in 38 quarters since.
  • AE Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $72.8M in Q4 2021.
  • 2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.