Arrowroot Family Office’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Arrowroot Family Office’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	$3.24M	Sell	15,056 -1,940	-11%	-$432K	1.07%	23
2025 Q4	$3.74M	Sell	16,996 -4,093	-19%	-$894K	1.36%	22
2025 Q3	$4.55M	Buy	21,089 +470	+2%	+$98.7K	1.82%	16
2025 Q2	$4.22M	Buy	+20,619	New	+$4M	1.89%	15
2024 Q4	$4.46M	Buy	22,756 +2,217	+11%	+$443K	2.32%	10
2024 Q3	$4.07M	Buy	20,539 +246	+1%	+$46.8K	2.37%	9
2024 Q2	$3.7M	Sell	20,293 -704	-3%	-$127K	2.37%	13
2024 Q1	$3.83M	Buy	20,997 +248	+1%	+$43.6K	2.46%	9
2023 Q4	$3.54M	Sell	20,749 -276	-1%	-$44.4K	2.5%	8
2023 Q3	$3.27M	Buy	21,025 +1,001	+5%	+$162K	2.57%	7
2023 Q2	$3.25M	Buy	20,024 +3,049	+18%	+$477K	2.46%	5
2023 Q1	$2.61M	Buy	+16,975	New	+$2.6M	2.23%	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

Arrowroot Family Office's VIG Position: Q1 2026 in Review

Arrowroot Family Office reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 11% in Q1 2026, selling an estimated $432K and leaving 15,056 shares worth $3.24M. The position accounts for 1.07% of the portfolio, ranked #23.

Arrowroot Family Office first reported a position in VIG in Q1 2023 and has held it in 12 quarters since. The position peaked at $4.55M in Q3 2025. 2,515 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Arrowroot Family Office held 15,056 shares of Vanguard Dividend Appreciation ETF worth $3.24M as of Q1 2026.
Arrowroot Family Office sold 1,940 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $432K.
Vanguard Dividend Appreciation ETF made up 1.07% of Arrowroot Family Office's portfolio in Q1 2026, its #23 holding.
Arrowroot Family Office first reported a position in Vanguard Dividend Appreciation ETF in Q1 2023 and has held it in 12 quarters since.
Arrowroot Family Office's Vanguard Dividend Appreciation ETF position peaked at $4.55M in Q3 2025.
2,515 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Arrowroot Family Office's 13F filing for Q1 2026, filed 14 May 2026.