Athena Investment Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Athena Investment 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	–	Sell	-915	Closed	-$201K	–	158
2025 Q4	$201K	Buy	+915	New	+$200K	0.1%	153
2024 Q4	–	Sell	-1,025	Closed	-$203K	–	156
2024 Q3	$203K	Buy	+1,025	New	+$195K	0.12%	148
2024 Q2	–	Sell	-1,098	Closed	-$201K	–	150
2024 Q1	$201K	Buy	+1,098	New	+$193K	0.12%	148

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

Athena Investment Management's VIG Position: Q1 2026 in Review

Athena Investment Management sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2026, closing a stake of 915 shares — an estimated $201K sold.

Athena Investment Management first reported a position in VIG in Q1 2024 and held it in 3 quarters. The position peaked at $203K in Q3 2024. 2,515 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Athena Investment Management reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2026 after selling out during the quarter.
Athena Investment Management sold 915 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $201K.
Athena Investment Management first reported a position in Vanguard Dividend Appreciation ETF in Q1 2024 and held it in 3 quarters.
Athena Investment Management's Vanguard Dividend Appreciation ETF position peaked at $203K in Q3 2024.
2,515 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Athena Investment Management's 13F filing for Q1 2026, filed 12 May 2026.