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American Investment Services’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

American Investment Services’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 		$307K Buy
1,427
+42
+3% +$9.36K 0.07% 115
2025
Q4 		$304K Sell
1,385
-29
-2% -$6.34K 0.07% 115
2025
Q3 		$305K Buy
1,414
+59
+4% +$12.4K 0.07% 114
2025
Q2 		$277K Sell
1,355
-725
-35% -$141K 0.07% 116
2025
Q1 		$404K Buy
2,080
+3
+0.1% +$597 0.07% 121
2024
Q4 		$407K Buy
2,077
+6
+0.3% +$1.2K 0.07% 116
2024
Q3 		$410K Buy
2,071
+4
+0.2% +$762 0.07% 116
2024
Q2 		$377K Hold
2,067
– – 0.07% 115
2024
Q1 		$377K Buy
2,067
+3
+0.1% +$527 0.07% 114
2023
Q4 		$352K Sell
2,064
-63
-3% -$10.1K 0.07% 116
2023
Q3 		$330K Buy
2,127
+3
+0.1% +$486 0.07% 111
2023
Q2 		$345K Buy
2,124
+8
+0.4% +$1.25K 0.07% 113
2023
Q1 		$321K Hold
2,116
– – 0.07% 110
2022
Q4 		$321K Buy
+2,116
New +$315K 0.07% 110
2022
Q3 		– Sell
-1,425
Closed -$204K – 125
2022
Q2 		$204K Hold
1,425
– – 0.05% 117
2022
Q1 		$231K Hold
1,425
– – 0.05% 110
2021
Q4 		$245K Hold
1,425
– – 0.05% 113
2021
Q3 		$219K Hold
1,425
– – 0.05% 114
2021
Q2 		$221K Hold
1,425
– – 0.05% 114
2021
Q1 		$210K Hold
1,425
– – 0.06% 112
2020
Q4 		$201K Sell
1,425
-126
-8% -$17.1K 0.06% 138
2020
Q3 		$200K Buy
+1,551
New +$195K 0.07% 132
2017
Q1 		– Sell
-2,374
Closed -$202K – 108
2016
Q4 		$202K Buy
+2,374
New +$200K 0.08% 101

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

American Investment Services's VIG Position: Q1 2026 in Review

American Investment Services increased its Vanguard Dividend Appreciation ETF (VIG) stake by 3% in Q1 2026, buying an estimated $9.36K and bringing the position to 1,427 shares worth $307K. The position accounts for 0.07% of the portfolio, ranked #115.

American Investment Services first reported a position in VIG in Q4 2016 and has held it in 23 quarters since. The position peaked at $410K in Q3 2024. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • American Investment Services held 1,427 shares of Vanguard Dividend Appreciation ETF worth $307K as of Q1 2026.
  • American Investment Services bought 42 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $9.36K.
  • Vanguard Dividend Appreciation ETF made up 0.07% of American Investment Services's portfolio in Q1 2026, its #115 holding.
  • American Investment Services first reported a position in Vanguard Dividend Appreciation ETF in Q4 2016 and has held it in 23 quarters since.
  • American Investment Services's Vanguard Dividend Appreciation ETF position peaked at $410K in Q3 2024.
  • 2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on American Investment Services's 13F filing for Q1 2026, filed 13 May 2026.