AIA
VIG icon

AssuredPartners Investment Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

AssuredPartners Investment Advisors’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 		$1M Buy
+4,634
New +$1.03M 0.11% 193
2025
Q2 		– Sell
-2,861
Closed -$555K – 330
2025
Q1 		$555K Buy
2,861
+13
+0.5% +$2.58K 0.11% 186
2024
Q4 		$558K Buy
+2,848
New +$569K 0.11% 189

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

AssuredPartners Investment Advisors's VIG Position: Q1 2026 in Review

AssuredPartners Investment Advisors opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q1 2026: 4,634 shares worth $1M. The stake represents 0.11% of the portfolio and ranks #193 among its holdings. This is a return to the name: AssuredPartners Investment Advisors previously reported a position in VIG as recently as Q1 2025.

AssuredPartners Investment Advisors first reported a position in VIG in Q4 2024 and has held it in 3 quarters since. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • AssuredPartners Investment Advisors held 4,634 shares of Vanguard Dividend Appreciation ETF worth $1M as of Q1 2026.
  • Vanguard Dividend Appreciation ETF was a new AssuredPartners Investment Advisors position in Q1 2026.
  • Vanguard Dividend Appreciation ETF made up 0.11% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #193 holding.
  • AssuredPartners Investment Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 3 quarters since.
  • 2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.