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

Ariadne 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	$392K	Hold	1,822	–	–	0.18%	127
2025 Q4	$413K	Hold	1,822	–	–	0.17%	131
2025 Q3	$397K	Hold	1,822	–	–	0.18%	117
2025 Q2	$383K	Hold	1,822	–	–	0.18%	117
2025 Q1	$350K	Hold	1,822	–	–	0.18%	123
2024 Q4	$370K	Hold	1,822	–	–	0.17%	121
2024 Q3	$368K	Hold	1,822	–	–	0.2%	103
2024 Q2	$334K	Buy	+1,822	New	+$328K	0.26%	91

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

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

Ariadne Wealth Management held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q1 2026 at 1,822 shares worth $392K. The position accounts for 0.18% of the portfolio, ranked #127.

Ariadne Wealth Management first reported a position in VIG in Q2 2024 and has held it in 8 quarters since. The position peaked at $413K in Q4 2025. 2,514 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Ariadne Wealth Management held 1,822 shares of Vanguard Dividend Appreciation ETF worth $392K as of Q1 2026.
Ariadne Wealth Management left its Vanguard Dividend Appreciation ETF share count unchanged in Q1 2026.
Vanguard Dividend Appreciation ETF made up 0.18% of Ariadne Wealth Management's portfolio in Q1 2026, its #127 holding.
Ariadne Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q2 2024 and has held it in 8 quarters since.
Ariadne Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $413K in Q4 2025.
2,514 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Ariadne Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.