AGP
VIG icon

Autumn Glory Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Autumn Glory Partners’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 		$696K Buy
3,237
+273
+9% +$60.9K 0.26% 93
2025
Q4 		$651K Buy
2,964
+108
+4% +$23.6K 0.23% 113
2025
Q3 		$616K Buy
2,856
+127
+5% +$26.7K 0.25% 106
2025
Q2 		$559K Sell
2,729
-641
-19% -$124K 0.26% 107
2025
Q1 		$654K Buy
3,370
+576
+21% +$115K 0.32% 89
2024
Q4 		$547K Buy
2,794
+20
+0.7% +$3.99K 0.27% 92
2024
Q3 		$549K Sell
2,774
-112
-4% -$21.3K 0.21% 123
2024
Q2 		$527K Buy
2,886
+106
+4% +$19.1K 0.27% 90
2024
Q1 		$508K Hold
2,780
– – 0.25% 91
2023
Q4 		$472K Buy
2,780
+2
+0.1% +$322 0.27% 91
2023
Q3 		$432K Buy
2,778
+127
+5% +$20.6K 0.26% 92
2023
Q2 		$431K Sell
2,651
-127
-5% -$19.9K 0.32% 81
2023
Q1 		$428K Hold
2,778
– – 0.37% 70
2022
Q4 		$422K Hold
2,778
– – 0.23% 119
2022
Q3 		$375K Hold
2,778
– – 0.25% 96
2022
Q2 		$399K Sell
2,778
-49
-2% -$7.46K 0.29% 83
2022
Q1 		$458K Buy
2,827
+154
+6% +$24.8K 0.27% 105
2021
Q4 		$459K Buy
+2,673
New +$441K 0.19% 121

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

Autumn Glory Partners's VIG Position: Q1 2026 in Review

Autumn Glory Partners increased its Vanguard Dividend Appreciation ETF (VIG) stake by 9.2% in Q1 2026, buying an estimated $60.9K and bringing the position to 3,237 shares worth $696K. The position accounts for 0.26% of the portfolio, ranked #93.

Autumn Glory Partners first reported a position in VIG in Q4 2021 and has held it in 18 quarters since. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • Autumn Glory Partners held 3,237 shares of Vanguard Dividend Appreciation ETF worth $696K as of Q1 2026.
  • Autumn Glory Partners bought 273 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $60.9K.
  • Vanguard Dividend Appreciation ETF made up 0.26% of Autumn Glory Partners's portfolio in Q1 2026, its #93 holding.
  • Autumn Glory Partners first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 18 quarters since.
  • 2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Autumn Glory Partners's 13F filing for Q1 2026, filed 4 May 2026.