Ameritas Advisory Services’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Ameritas Advisory 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	$11M	Sell	51,348 -1,031	-2%	-$230K	0.43%	57
2025 Q4	$11.5M	Buy	52,379 +11,058	+27%	+$2.42M	0.43%	55
2025 Q3	$8.92M	Buy	41,321 +16,185	+64%	+$3.4M	0.58%	36
2025 Q2	$5.14M	Sell	25,136 -38,036	-60%	-$7.37M	0.27%	75
2025 Q1	$12.3M	Sell	63,172 -30,854	-33%	-$6.14M	0.5%	42
2024 Q4	$18.4M	Buy	94,026 +34,659	+58%	+$6.92M	0.64%	34
2024 Q3	$11.8M	Sell	59,367 -57,378	-49%	-$10.9M	0.51%	40
2024 Q2	$21.3M	Sell	116,745 -6,772	-5%	-$1.22M	0.8%	25
2024 Q1	$22.2M	Buy	123,517 +36,739	+42%	+$6.45M	0.91%	21
2023 Q4	$14.9M	Sell	86,778 -80,114	-48%	-$12.9M	0.82%	26
2023 Q3	$26M	Buy	166,892 +116,114	+229%	+$18.8M	1.3%	12
2023 Q2	$8.1M	Sell	50,778 -113,871	-69%	-$17.8M	1.04%	17
2023 Q1	$25.7M	Sell	164,649 -24,623	-13%	-$3.77M	1.29%	12
2022 Q4	$28.7M	Buy	189,272 +14,764	+8%	+$2.2M	1.33%	11
2022 Q3	$23.6M	Sell	174,508 -12,824	-7%	-$1.91M	1.41%	13
2022 Q2	$26.9M	Buy	187,332 +23,529	+14%	+$3.58M	1.55%	12
2022 Q1	$26.6M	Sell	163,803 -56,672	-26%	-$9.14M	0.97%	25
2021 Q4	$37.9M	Buy	+220,475	New	+$36.3M	1.38%	19

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameritas Advisory Services's VIG Position: Q1 2026 in Review

Ameritas Advisory Services reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 2% in Q1 2026, selling an estimated $230K and leaving 51,348 shares worth $11M. The position accounts for 0.43% of the portfolio, ranked #57.

Ameritas Advisory Services first reported a position in VIG in Q4 2021 and has held it in 18 quarters since. The position peaked at $37.9M in Q4 2021. 2,515 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Ameritas Advisory Services held 51,348 shares of Vanguard Dividend Appreciation ETF worth $11M as of Q1 2026.
Ameritas Advisory Services sold 1,031 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $230K.
Vanguard Dividend Appreciation ETF made up 0.43% of Ameritas Advisory Services's portfolio in Q1 2026, its #57 holding.
Ameritas Advisory Services first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 18 quarters since.
Ameritas Advisory Services's Vanguard Dividend Appreciation ETF position peaked at $37.9M in Q4 2021.
2,515 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Ameritas Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.