Becker Capital Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Becker Capital 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	$2.53M	Sell	11,783 -467	-4%	-$104K	0.07%	127
2025 Q4	$2.69M	Sell	12,250 -102	-0.8%	-$22.3K	0.08%	131
2025 Q3	$2.68M	Buy	12,352 +262	+2%	+$55K	0.08%	129
2025 Q2	$2.48M	Buy	12,090 +570	+5%	+$110K	0.08%	129
2025 Q1	$2.23M	Hold	11,520	–	–	0.07%	133
2024 Q4	$2.26M	Hold	11,520	–	–	0.07%	130
2024 Q3	$2.29M	Sell	11,520 -395	-3%	-$75.2K	0.07%	133
2024 Q2	$2.19M	Sell	11,915 -620	-5%	-$112K	0.08%	129
2024 Q1	$2.29M	Sell	12,535 -300	-2%	-$52.7K	0.08%	124
2023 Q4	$2.19M	Sell	12,835 -210	-2%	-$33.8K	0.08%	125
2023 Q3	$2.04M	Hold	13,045	–	–	0.08%	125
2023 Q2	$2.13M	Sell	13,045 -30	-0.2%	-$4.7K	0.08%	126
2023 Q1	$2.01M	Buy	+13,075	New	+$2M	0.08%	128

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

Becker Capital Management's VIG Position: Q1 2026 in Review

Becker Capital Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 3.8% in Q1 2026, selling an estimated $104K and leaving 11,783 shares worth $2.53M. The position accounts for 0.07% of the portfolio, ranked #127.

Becker Capital Management first reported a position in VIG in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.69M in Q4 2025. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Becker Capital Management held 11,783 shares of Vanguard Dividend Appreciation ETF worth $2.53M as of Q1 2026.
Becker Capital Management sold 467 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $104K.
Vanguard Dividend Appreciation ETF made up 0.07% of Becker Capital Management's portfolio in Q1 2026, its #127 holding.
Becker Capital Management first reported a position in Vanguard Dividend Appreciation ETF in Q1 2023 and has held it in 13 quarters since.
Becker Capital Management's Vanguard Dividend Appreciation ETF position peaked at $2.69M in Q4 2025.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Becker Capital Management's 13F filing for Q1 2026, filed 11 May 2026.