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AIMZ Investment Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

AIMZ Investment 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 		$2.47M Sell
11,482
-560
-5% -$125K 0.76% 45
2025
Q4 		$2.65M Buy
12,042
+2,196
+22% +$480K 0.76% 42
2025
Q3 		$2.12M Buy
9,846
+2,104
+27% +$442K 0.67% 49
2025
Q2 		$1.58M Sell
7,742
-792
-9% -$154K 0.53% 61
2025
Q1 		$1.66M Buy
8,534
+574
+7% +$114K 0.58% 57
2024
Q4 		$1.56M Sell
7,960
-599
-7% -$120K 0.54% 56
2024
Q3 		$1.7M Sell
8,559
-415
-5% -$79K 0.58% 52
2024
Q2 		$1.64M Buy
8,974
+176
+2% +$31.7K 0.59% 49
2024
Q1 		$1.61M Sell
8,798
-33
-0.4% -$5.8K 0.6% 54
2023
Q4 		$1.5M Buy
8,831
+122
+1% +$19.6K 0.61% 55
2023
Q3 		$1.35M Buy
8,709
+24
+0.3% +$3.89K 0.6% 57
2023
Q2 		$1.41M Buy
8,685
+145
+2% +$22.7K 0.61% 54
2023
Q1 		$1.32M Buy
8,540
+446
+6% +$68.3K 0.59% 56
2022
Q4 		$1.23M Hold
8,094
– – 0.58% 56
2022
Q3 		$1.09M Sell
8,094
-160
-2% -$23.8K 0.55% 57
2022
Q2 		$1.18M Hold
8,254
– – 0.57% 58
2022
Q1 		$1.34M Sell
8,254
-1,000
-11% -$161K 0.55% 59
2021
Q4 		$1.59M Buy
9,254
+1,001
+12% +$165K 0.62% 54
2021
Q3 		$1.27M Buy
8,253
+1,834
+29% +$292K 0.57% 61
2021
Q2 		$994K Buy
6,419
+286
+5% +$43.9K 0.45% 64
2021
Q1 		$902K Buy
6,133
+394
+7% +$56K 0.44% 64
2020
Q4 		$810K Buy
5,739
+181
+3% +$24.5K 0.42% 62
2020
Q3 		$715K Sell
5,558
-2,375
-30% -$299K 0.43% 59
2020
Q2 		$930K Sell
7,933
-2,350
-23% -$268K 0.6% 48
2020
Q1 		$1.06M Sell
10,283
-1,320
-11% -$158K 0.83% 44
2019
Q4 		$1.45M Sell
11,603
-193
-2% -$23.4K 0.94% 42
2019
Q3 		$1.41M Sell
11,796
-368
-3% -$43.4K 0.97% 38
2019
Q2 		$1.4M Sell
12,164
-62
-0.5% -$6.95K 0.97% 38
2019
Q1 		$1.34M Buy
12,226
+200
+2% +$21.1K 0.92% 44
2018
Q4 		$1.18M Sell
12,026
-840
-7% -$87.6K 0.91% 44
2018
Q3 		$1.42M Sell
12,866
-944
-7% -$101K 0.92% 41
2018
Q2 		$1.4M Sell
13,810
-732
-5% -$74.6K 0.99% 38
2018
Q1 		$1.47M Buy
14,542
+1,270
+10% +$132K 1.07% 35
2017
Q4 		$1.35M Buy
13,272
+1,677
+14% +$165K 1.02% 38
2017
Q3 		$1.1M Buy
11,595
+1,001
+9% +$93.4K 0.9% 44
2017
Q2 		$982K Buy
10,594
+342
+3% +$31.4K 0.83% 48
2017
Q1 		$922K Buy
10,252
+900
+10% +$79.8K 0.78% 48
2016
Q4 		$797K Sell
9,352
-34
-0.4% -$2.86K 0.71% 49
2016
Q3 		$788K Buy
9,386
+811
+9% +$68.7K 0.7% 50
2016
Q2 		$714K Sell
8,575
-10,493
-55% -$857K 0.66% 55
2016
Q1 		$1.54M Buy
19,068
+8,869
+87% +$680K 0.68% 53
2015
Q4 		$793K Sell
10,199
-386
-4% -$30.1K 0.72% 53
2015
Q3 		$781K Buy
10,585
+80
+0.8% +$6.2K 0.72% 52
2015
Q2 		$825K Hold
10,505
– – 0.72% 52
2015
Q1 		$845K Buy
10,505
+288
+3% +$23.4K 0.72% 49
2014
Q4 		$829K Buy
+10,217
New +$808K 0.74% 48

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

AIMZ Investment Advisors's VIG Position: Q1 2026 in Review

AIMZ Investment Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 4.7% in Q1 2026, selling an estimated $125K and leaving 11,482 shares worth $2.47M. The position accounts for 0.76% of the portfolio, ranked #45.

AIMZ Investment Advisors first reported a position in VIG in Q4 2014 and has held it in 46 quarters since. The position peaked at $2.65M in Q4 2025. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • AIMZ Investment Advisors held 11,482 shares of Vanguard Dividend Appreciation ETF worth $2.47M as of Q1 2026.
  • AIMZ Investment Advisors sold 560 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $125K.
  • Vanguard Dividend Appreciation ETF made up 0.76% of AIMZ Investment Advisors's portfolio in Q1 2026, its #45 holding.
  • AIMZ Investment Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2014 and has held it in 46 quarters since.
  • AIMZ Investment Advisors's Vanguard Dividend Appreciation ETF position peaked at $2.65M in Q4 2025.
  • 2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on AIMZ Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.