Atlantic Private Wealth’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Atlantic Private Wealth’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	$58.3K	Buy	271 +1	+0.4%	+$223	0.04%	119
2025 Q4	$59.3K	Buy	270 +2	+0.7%	+$437	0.04%	110
2025 Q3	$57.8K	Buy	268 +1	+0.4%	+$210	0.04%	96
2025 Q2	$54.6K	Hold	267	–	–	0.04%	100
2025 Q1	$51.7K	Buy	267 +2	+0.8%	+$398	0.04%	111
2024 Q4	$52K	Buy	265 +2	+0.8%	+$399	0.04%	86
2024 Q3	$52.1K	Sell	263 -34	-11%	-$6.47K	0.04%	85
2024 Q2	$54.2K	Hold	297	–	–	0.04%	62
2024 Q1	$54.2K	Buy	297 +2	+0.7%	+$351	0.05%	64
2023 Q4	$50.3K	Buy	295 +3	+1%	+$483	0.05%	65
2023 Q3	$45.4K	Buy	292 +1	+0.3%	+$162	0.05%	59
2023 Q2	$47.3K	Sell	291 -138	-32%	-$21.6K	0.05%	59
2023 Q1	$66.1K	Buy	+429	New	+$65.7K	0.07%	45

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 $15.5B AUM 18.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Atlantic Private Wealth's VIG Position: Q1 2026 in Review

Atlantic Private Wealth increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.37% in Q1 2026, buying an estimated $223 and bringing the position to 271 shares worth $58.3K. The position accounts for 0.04% of the portfolio, ranked #119.

Atlantic Private Wealth first reported a position in VIG in Q1 2023 and has held it in 13 quarters since. The position peaked at $66.1K in Q1 2023. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Atlantic Private Wealth held 271 shares of Vanguard Dividend Appreciation ETF worth $58.3K as of Q1 2026.
Atlantic Private Wealth bought 1 Vanguard Dividend Appreciation ETF share in Q1 2026, an estimated $223.
Vanguard Dividend Appreciation ETF made up 0.04% of Atlantic Private Wealth's portfolio in Q1 2026, its #119 holding.
Atlantic Private Wealth first reported a position in Vanguard Dividend Appreciation ETF in Q1 2023 and has held it in 13 quarters since.
Atlantic Private Wealth's Vanguard Dividend Appreciation ETF position peaked at $66.1K in Q1 2023.
2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Atlantic Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.