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Anchor Investment Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Anchor Investment 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 		$2.71M Sell
12,608
-51
-0.4% -$11.4K 0.23% 117
2025
Q4 		$2.78M Sell
12,659
-80
-0.6% -$17.5K 0.23% 116
2025
Q3 		$2.75M Sell
12,739
-49
-0.4% -$10.3K 0.23% 113
2025
Q2 		$2.62M Buy
12,788
+28
+0.2% +$5.43K 0.23% 115
2025
Q1 		$2.48M Buy
12,760
+4
+0% +$795 0.23% 110
2024
Q4 		$2.5M Sell
12,756
-100
-0.8% -$20K 0.23% 109
2024
Q3 		$2.55M Buy
12,856
+10,134
+372% +$1.93M 0.24% 107
2024
Q2 		$497K Hold
2,722
– – 0.05% 237
2024
Q1 		$497K Buy
2,722
+53
+2% +$9.31K 0.05% 246
2023
Q4 		$455K Sell
2,669
-40
-1% -$6.44K 0.05% 252
2023
Q3 		$421K Buy
2,709
+895
+49% +$145K 0.06% 250
2023
Q2 		$295K Sell
1,814
-1
-0.1% -$157 0.04% 283
2023
Q1 		$280K Hold
1,815
– – 0.04% 294
2022
Q4 		$276K Sell
1,815
-499
-22% -$74.4K 0.04% 291
2022
Q3 		$313K Buy
2,314
+35
+2% +$5.21K 0.05% 266
2022
Q2 		$327K Sell
2,279
-30
-1% -$4.57K 0.05% 277
2022
Q1 		$374K Hold
2,309
– – 0.05% 289
2021
Q4 		$397K Hold
2,309
– – 0.05% 280
2021
Q3 		$355K Hold
2,309
– – 0.05% 276
2021
Q2 		$357K Hold
2,309
– – 0.05% 278
2021
Q1 		$340K Hold
2,309
– – 0.05% 268
2020
Q4 		$326K Hold
2,309
– – 0.06% 226
2020
Q3 		$297K Buy
2,309
+324
+16% +$40.8K 0.06% 220
2020
Q2 		$233K Hold
1,985
– – 0.05% 237
2020
Q1 		$205K Hold
1,985
– – 0.05% 236
2019
Q4 		$247K Hold
1,985
– – 0.05% 263
2019
Q3 		$237K Buy
1,985
+81
+4% +$9.55K 0.05% 261
2019
Q2 		$219K Sell
1,904
-18
-0.9% -$2.02K 0.05% 277
2019
Q1 		$211K Sell
1,922
-238
-11% -$25.1K 0.05% 275
2018
Q4 		$212K Buy
2,160
+93
+4% +$9.7K 0.06% 262
2018
Q3 		$229K Hold
2,067
– – 0.05% 273
2018
Q2 		$210K Sell
2,067
-16
-0.8% -$1.63K 0.05% 289
2018
Q1 		$210K Hold
2,083
– – 0.06% 287
2017
Q4 		$213K Buy
2,083
+435
+26% +$42.8K 0.06% 272
2017
Q3 		$156K Buy
1,648
+3
+0.2% +$280 0.05% 289
2017
Q2 		$152K Hold
1,645
– – 0.05% 275
2017
Q1 		$148K Buy
1,645
+470
+40% +$41.6K 0.05% 272
2016
Q4 		$100K Hold
1,175
– – 0.04% 309
2016
Q3 		$98.6K Sell
1,175
-59
-5% -$5K 0.04% 295
2016
Q2 		$103K Buy
1,234
+607
+97% +$49.6K 0.04% 284
2016
Q1 		$50.9K Buy
+627
New +$48.1K 0.02% 341

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

Anchor Investment Management's VIG Position: Q1 2026 in Review

Anchor Investment Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.4% in Q1 2026, selling an estimated $11.4K and leaving 12,608 shares worth $2.71M. The position accounts for 0.23% of the portfolio, ranked #117.

Anchor Investment Management first reported a position in VIG in Q1 2016 and has held it in 41 quarters since. The position peaked at $2.78M in Q4 2025. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • Anchor Investment Management held 12,608 shares of Vanguard Dividend Appreciation ETF worth $2.71M as of Q1 2026.
  • Anchor Investment Management sold 51 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $11.4K.
  • Vanguard Dividend Appreciation ETF made up 0.23% of Anchor Investment Management's portfolio in Q1 2026, its #117 holding.
  • Anchor Investment Management first reported a position in Vanguard Dividend Appreciation ETF in Q1 2016 and has held it in 41 quarters since.
  • Anchor Investment Management's Vanguard Dividend Appreciation ETF position peaked at $2.78M in Q4 2025.
  • 2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.