Avaii Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Avaii Wealth 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	$792K	Sell	3,684 -66	-2%	-$14.7K	0.28%	46
2025 Q4	$824K	Sell	3,750 -9	-0.2%	-$1.97K	0.3%	45
2025 Q3	$811K	Buy	3,759 +23	+0.6%	+$4.83K	0.31%	44
2025 Q2	$765K	Buy	3,736 +22	+0.6%	+$4.26K	0.34%	39
2025 Q1	$721K	Buy	3,714 +1	+0%	+$199	0.38%	36
2024 Q4	$727K	Sell	3,713 -52	-1%	-$10.4K	0.36%	36
2024 Q3	$746K	Sell	3,765 -31	-0.8%	-$5.9K	0.38%	36
2024 Q2	$693K	Sell	3,796 -4	-0.1%	-$720	0.38%	44
2024 Q1	$694K	Sell	3,800 -48	-1%	-$8.43K	0.41%	43
2023 Q4	$656K	Sell	3,848 -99	-3%	-$15.9K	0.43%	53
2023 Q3	$613K	Sell	3,947 -324	-8%	-$52.5K	0.46%	47
2023 Q2	$694K	Sell	4,271 -116	-3%	-$18.2K	0.53%	42
2023 Q1	$676K	Buy	4,387 +3	+0.1%	+$460	0.59%	39
2022 Q4	$666K	Buy	4,384 +8	+0.2%	+$1.19K	0.6%	35
2022 Q3	$591K	Sell	4,376 -18	-0.4%	-$2.68K	0.61%	36
2022 Q2	$630K	Buy	4,394 +394	+10%	+$60K	0.67%	25
2022 Q1	$649K	Buy	4,000 +14	+0.4%	+$2.26K	0.6%	27
2021 Q4	$685K	Buy	+3,986	New	+$657K	0.69%	25

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

Avaii Wealth Management's VIG Position: Q1 2026 in Review

Avaii Wealth Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 1.8% in Q1 2026, selling an estimated $14.7K and leaving 3,684 shares worth $792K. The position accounts for 0.28% of the portfolio, ranked #46.

Avaii Wealth Management first reported a position in VIG in Q4 2021 and has held it in 18 quarters since. The position peaked at $824K in Q4 2025. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Avaii Wealth Management held 3,684 shares of Vanguard Dividend Appreciation ETF worth $792K as of Q1 2026.
Avaii Wealth Management sold 66 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $14.7K.
Vanguard Dividend Appreciation ETF made up 0.28% of Avaii Wealth Management's portfolio in Q1 2026, its #46 holding.
Avaii Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 18 quarters since.
Avaii Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $824K in Q4 2025.
2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Avaii Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.