Arax Advisory Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Arax Advisory Partners’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	$12M	Buy	55,978 +1,694	+3%	+$378K	0.34%	67
2025 Q4	$11.9M	Buy	54,284 +12,686	+30%	+$2.77M	0.35%	67
2025 Q3	$8.98M	Buy	41,598 +28,396	+215%	+$5.96M	0.13%	117
2025 Q2	$6.67M	Buy	13,202 +203	+2%	+$39.3K	0.31%	62
2025 Q1	$2.52M	Sell	12,999 -396	-3%	-$78.7K	0.16%	100
2024 Q4	$2.62M	Sell	13,395 -466	-3%	-$93K	0.17%	93
2024 Q3	$2.75M	Sell	13,861 -493	-3%	-$93.9K	0.25%	57
2024 Q2	$2.62M	Sell	14,354 -33	-0.2%	-$5.94K	0.26%	59
2024 Q1	$2.63M	Sell	14,387 -9,293	-39%	-$1.63M	0.28%	54
2023 Q4	$4.04M	Sell	23,680 -104	-0.4%	-$16.7K	0.45%	40
2023 Q3	$3.7M	Buy	23,784 +10,380	+77%	+$1.68M	0.46%	42
2023 Q2	$2.18M	Sell	13,404 -172	-1%	-$26.9K	0.28%	51
2023 Q1	$2.09M	Buy	13,576 +15	+0.1%	+$2.3K	0.28%	48
2022 Q4	$2.06M	Sell	13,561 -490	-3%	-$73K	0.28%	49
2022 Q3	$1.9M	Buy	14,051 +35	+0.2%	+$5.21K	0.3%	44
2022 Q2	$2.01M	Sell	14,016 -815	-5%	-$124K	0.3%	46
2022 Q1	$2.4M	Buy	14,831 +624	+4%	+$101K	0.32%	47
2021 Q4	$2.44M	Sell	14,207 -1,906	-12%	-$314K	0.31%	46
2021 Q3	$2.48M	Sell	16,113 -1,209	-7%	-$193K	0.34%	47
2021 Q2	$2.68M	Buy	+17,322	New	+$2.66M	0.37%	47
2020 Q4	$2.57M	Sell	18,202 -2,387	-12%	-$323K	0.38%	41
2020 Q3	$2.65M	Sell	20,589 -845	-4%	-$106K	0.45%	41
2020 Q2	$2.51M	Sell	21,434 -889	-4%	-$101K	0.45%	39
2020 Q1	$2.31M	Sell	22,323 -1,489	-6%	-$178K	0.53%	34
2019 Q4	$2.97M	Sell	23,812 -1,930	-7%	-$233K	0.85%	19
2019 Q3	$3.08M	Sell	25,742 -1,153	-4%	-$136K	0.93%	19
2019 Q2	$3.1M	Buy	+26,895	New	+$3.02M	1.03%	19
2018 Q4	$3.5M	Sell	35,724 -13,634	-28%	-$1.42M	1.39%	18
2018 Q3	$5.46M	Sell	49,358 -11,507	-19%	-$1.24M	2.2%	11
2018 Q2	$6.18M	Buy	60,865 +1,222	+2%	+$125K	2.72%	9
2018 Q1	$6.03M	Sell	59,643 -7,312	-11%	-$758K	3.13%	9
2017 Q4	$6.83M	Buy	66,955 +1,285	+2%	+$127K	2.96%	9
2017 Q3	$6.22M	Sell	65,670 -17,803	-21%	-$1.66M	2.99%	9
2017 Q2	$7.52M	Sell	83,473 -16	-0%	-$1.47K	3.6%	11
2017 Q1	$7.51M	Sell	83,489 -1,005	-1%	-$89.1K	3.61%	11
2016 Q4	$7.2M	Buy	+84,494	New	+$7.1M	3.6%	11

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

Arax Advisory Partners's VIG Position: Q1 2026 in Review

Arax Advisory Partners increased its Vanguard Dividend Appreciation ETF (VIG) stake by 3.1% in Q1 2026, buying an estimated $378K and bringing the position to 55,978 shares worth $12M. The position accounts for 0.34% of the portfolio, ranked #67.

Arax Advisory Partners first reported a position in VIG in Q4 2016 and has held it in 36 quarters since. 2,515 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Arax Advisory Partners held 55,978 shares of Vanguard Dividend Appreciation ETF worth $12M as of Q1 2026.
Arax Advisory Partners bought 1,694 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $378K.
Vanguard Dividend Appreciation ETF made up 0.34% of Arax Advisory Partners's portfolio in Q1 2026, its #67 holding.
Arax Advisory Partners first reported a position in Vanguard Dividend Appreciation ETF in Q4 2016 and has held it in 36 quarters since.
2,515 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.