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

Angeles 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	$1.29M	Sell	6,009 -118	-2%	-$26.3K	0.07%	107
2025 Q4	$1.35M	Sell	6,127 -2,436	-28%	-$532K	0.07%	107
2025 Q3	$1.85M	Sell	8,563 -9	-0.1%	-$1.89K	0.11%	71
2025 Q2	$1.75M	Sell	8,572 -255	-3%	-$49.4K	0.12%	62
2025 Q1	$1.71M	Buy	8,827 +1	+0%	+$199	0.14%	58
2024 Q4	$1.73M	Sell	8,826 -10	-0.1%	-$2K	0.14%	58
2024 Q3	$1.75M	Buy	8,836 +1,251	+16%	+$238K	0.15%	54
2024 Q2	$1.38M	Buy	7,585 +16	+0.2%	+$2.88K	0.13%	60
2024 Q1	$1.38M	Buy	7,569 +94	+1%	+$16.5K	0.14%	57
2023 Q4	$1.27M	Buy	7,475 +10	+0.1%	+$1.61K	0.16%	56
2023 Q3	$1.16M	Sell	7,465 -505	-6%	-$81.9K	0.16%	52
2023 Q2	$1.29M	Buy	7,970 +517	+7%	+$81K	0.18%	57
2023 Q1	$1.15M	Hold	7,453	–	–	0.17%	60
2022 Q4	$1.13M	Buy	7,453 +715	+11%	+$107K	0.2%	60
2022 Q3	$911K	Buy	6,738 +1,024	+18%	+$152K	0.18%	62
2022 Q2	$820K	Buy	5,714 +1,311	+30%	+$200K	0.16%	71
2022 Q1	$714K	Buy	+4,403	New	+$710K	0.14%	87

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 $15.5B AUM 18.35% 1-Year Est. Return

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

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

Angeles Wealth Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 1.9% in Q1 2026, selling an estimated $26.3K and leaving 6,009 shares worth $1.29M. The position accounts for 0.07% of the portfolio, ranked #107.

Angeles Wealth Management first reported a position in VIG in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.85M in Q3 2025. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Angeles Wealth Management held 6,009 shares of Vanguard Dividend Appreciation ETF worth $1.29M as of Q1 2026.
Angeles Wealth Management sold 118 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $26.3K.
Vanguard Dividend Appreciation ETF made up 0.07% of Angeles Wealth Management's portfolio in Q1 2026, its #107 holding.
Angeles Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q1 2022 and has held it in 17 quarters since.
Angeles Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $1.85M in Q3 2025.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.