ArchPoint Investors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

ArchPoint Investors’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	$224K	Hold	1,043	–	–	0.05%	71
2025 Q4	$229K	Hold	1,043	–	–	0.05%	75
2025 Q3	$226K	Hold	1,043	–	–	0.06%	67
2025 Q2	$214K	Hold	1,043	–	–	0.06%	66
2025 Q1	$202K	Hold	1,043	–	–	0.07%	65
2024 Q4	$204K	Buy	+1,043	New	+$208K	0.07%	63
2020 Q2	–	Sell	-268	Closed	-$28K	–	130
2020 Q1	$28K	Sell	268 -1,068	-80%	-$127K	0.01%	120
2019 Q4	$167K	Hold	1,336	–	–	0.05%	97
2019 Q3	$160K	Hold	1,336	–	–	0.05%	86
2019 Q2	$154K	Hold	1,336	–	–	0.05%	86
2019 Q1	$147K	Sell	1,336 -134	-9%	-$14.1K	0.04%	87
2018 Q4	$144K	Hold	1,470	–	–	0.05%	77
2018 Q3	$163K	Hold	1,470	–	–	0.04%	90
2018 Q2	$150K	Hold	1,470	–	–	0.04%	90
2018 Q1	$149K	Hold	1,470	–	–	0.04%	101
2017 Q4	$150K	Hold	1,470	–	–	0.05%	88
2017 Q3	$139K	Hold	1,470	–	–	0.04%	101
2017 Q2	$136K	Hold	1,470	–	–	0.04%	107
2017 Q1	$132K	Buy	+1,470	New	+$130K	0.05%	92
2016 Q3	–	Sell	-1,718	Closed	-$143K	–	142
2016 Q2	$143K	Buy	1,718 +4	+0.2%	+$327	0.08%	89
2016 Q1	$139K	Buy	1,714 +1	+0.1%	+$77	0.08%	83
2015 Q4	$133K	Buy	+1,713	New	+$134K	0.09%	83

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

ArchPoint Investors's VIG Position: Q1 2026 in Review

ArchPoint Investors held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q1 2026 at 1,043 shares worth $224K. The position accounts for 0.05% of the portfolio, ranked #71.

ArchPoint Investors first reported a position in VIG in Q4 2015 and has held it in 22 quarters since. The position peaked at $229K in Q4 2025. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

ArchPoint Investors held 1,043 shares of Vanguard Dividend Appreciation ETF worth $224K as of Q1 2026.
ArchPoint Investors left its Vanguard Dividend Appreciation ETF share count unchanged in Q1 2026.
Vanguard Dividend Appreciation ETF made up 0.05% of ArchPoint Investors's portfolio in Q1 2026, its #71 holding.
ArchPoint Investors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2015 and has held it in 22 quarters since.
ArchPoint Investors's Vanguard Dividend Appreciation ETF position peaked at $229K in Q4 2025.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on ArchPoint Investors's 13F filing for Q1 2026, filed 14 May 2026.