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Aspiriant LLC’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Aspiriant LLC’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 		$205M Buy
955,149
+1,122
+0.1% +$250K 5.85% 6
2025
Q4 		$210M Sell
954,027
-14,506
-1% -$3.17M 6.02% 6
2025
Q3 		$209M Buy
968,533
+4,469
+0.5% +$938K 6.39% 5
2025
Q2 		$197M Buy
964,064
+9,151
+1% +$1.77M 6.27% 6
2025
Q1 		$185M Buy
954,913
+3,483
+0.4% +$693K 6.43% 6
2024
Q4 		$186M Sell
951,430
-17,352
-2% -$3.46M 6.73% 6
2024
Q3 		$192M Buy
968,782
+66
+0% +$12.6K 7.28% 5
2024
Q2 		$177M Buy
968,716
+6,312
+0.7% +$1.14M 7.21% 5
2024
Q1 		$176M Sell
962,404
-10,604
-1% -$1.86M 7.27% 5
2023
Q4 		$166M Buy
973,008
+22,956
+2% +$3.69M 7.47% 4
2023
Q3 		$148M Sell
950,052
-1,050
-0.1% -$170K 7.55% 4
2023
Q2 		$154M Sell
951,102
-4,781
-0.5% -$749K 7.81% 4
2023
Q1 		$147M Sell
955,883
-27,774
-3% -$4.25M 7.71% 4
2022
Q4 		$149M Sell
983,657
-354,606
-26% -$52.9M 7.61% 4
2022
Q3 		$181M Buy
1,338,263
+285,220
+27% +$42.4M 8.85% 3
2022
Q2 		$151M Buy
1,053,043
+314,029
+42% +$47.8M 7.29% 4
2022
Q1 		$120M Buy
739,014
+32,519
+5% +$5.25M 6.59% 4
2021
Q4 		$121M Buy
706,495
+29,786
+4% +$4.91M 6.49% 4
2021
Q3 		$104M Buy
676,709
+34,392
+5% +$5.48M 6.1% 4
2021
Q2 		$99.4M Buy
642,317
+54,846
+9% +$8.42M 5.62% 4
2021
Q1 		$86.4M Sell
587,471
-6,126
-1% -$871K 5.52% 4
2020
Q4 		$83.8M Buy
593,597
+30,187
+5% +$4.09M 5.72% 4
2020
Q3 		$72.5M Buy
563,410
+63,975
+13% +$8.05M 5.67% 3
2020
Q2 		$58.5M Sell
499,435
-8,362
-2% -$952K 5.43% 3
2020
Q1 		$52.5M Buy
507,797
+45,490
+10% +$5.43M 5.17% 5
2019
Q4 		$57.6M Buy
462,307
+10,302
+2% +$1.25M 5.33% 2
2019
Q3 		$54.1M Buy
452,005
+6,160
+1% +$727K 4.84% 2
2019
Q2 		$51.3M Buy
445,845
+11,043
+3% +$1.24M 4.28% 5
2019
Q1 		$47.7M Buy
434,802
+10,234
+2% +$1.08M 3.89% 5
2018
Q4 		$41.6M Buy
424,568
+17,612
+4% +$1.84M 3.15% 7
2018
Q3 		$45M Sell
406,956
-601
-0.1% -$64.6K 3.85% 4
2018
Q2 		$41.4M Sell
407,557
-12,245
-3% -$1.25M 3.55% 4
2018
Q1 		$42.4M Buy
419,802
+306,664
+271% +$31.8M 3.7% 4
2017
Q4 		$11.5M Sell
113,138
-317,283
-74% -$31.2M 3.39% 10
2017
Q3 		$40.8M Sell
430,421
-1,734
-0.4% -$162K 3.42% 5
2017
Q2 		$40M Buy
432,155
+98,720
+30% +$9.06M 3.48% 5
2017
Q1 		$30M Buy
333,435
+312,053
+1,459% +$27.7M 2.55% 10
2016
Q4 		$1.82M Buy
21,382
+2,385
+13% +$201K 0.16% 80
2016
Q3 		$1.59M Buy
18,997
+15,532
+448% +$1.32M 0.16% 80
2016
Q2 		$272K Sell
3,465
-4,920
-59% -$402K 0.03% 161
2016
Q1 		$682K Buy
+8,385
New +$643K 0.07% 117

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Aspiriant LLC's VIG Position: Q1 2026 in Review

Aspiriant LLC increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.12% in Q1 2026, buying an estimated $250K and bringing the position to 955,149 shares worth $205M. The position accounts for 5.85% of the portfolio, ranked #6.

Aspiriant LLC first reported a position in VIG in Q1 2016 and has held it in 41 quarters since. The position peaked at $210M in Q4 2025. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • Aspiriant LLC held 955,149 shares of Vanguard Dividend Appreciation ETF worth $205M as of Q1 2026.
  • Aspiriant LLC bought 1,122 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $250K.
  • Vanguard Dividend Appreciation ETF made up 5.85% of Aspiriant LLC's portfolio in Q1 2026, its #6 holding.
  • Aspiriant LLC first reported a position in Vanguard Dividend Appreciation ETF in Q1 2016 and has held it in 41 quarters since.
  • Aspiriant LLC's Vanguard Dividend Appreciation ETF position peaked at $210M in Q4 2025.
  • 2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Aspiriant LLC's 13F filing for Q1 2026, filed 12 May 2026.