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Bedell Frazier Investment Counselling’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Bedell Frazier Investment Counselling’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 		$376K Sell
1,747
-240
-12% -$53.5K 0.08% 102
2025
Q4 		$437K Sell
1,987
-63
-3% -$13.8K 0.08% 97
2025
Q3 		$442K Hold
2,050
– – 0.09% 92
2025
Q2 		$420K Hold
2,050
– – 0.11% 81
2025
Q1 		$398K Hold
2,050
– – 0.1% 78
2024
Q4 		$401K Hold
2,050
– – 0.1% 84
2024
Q3 		$406K Hold
2,050
– – 0.1% 84
2024
Q2 		$374K Hold
2,050
– – 0.09% 84
2024
Q1 		$374K Sell
2,050
-200
-9% -$35.1K 0.09% 82
2023
Q4 		$383K Hold
2,250
– – 0.11% 73
2023
Q3 		$350K Sell
2,250
-54
-2% -$8.75K 0.1% 76
2023
Q2 		$374K Hold
2,304
– – 0.11% 76
2023
Q1 		$355K Sell
2,304
-178
-7% -$27.3K 0.1% 78
2022
Q4 		$377K Hold
2,482
– – 0.1% 84
2022
Q3 		$335K Sell
2,482
-143
-5% -$21.3K 0.09% 79
2022
Q2 		$377K Buy
2,625
+233
+10% +$35.5K 0.12% 64
2022
Q1 		$388K Hold
2,392
– – 0.1% 74
2021
Q4 		$411K Hold
2,392
– – 0.1% 78
2021
Q3 		$367K Hold
2,392
– – 0.1% 73
2021
Q2 		$370K Hold
2,392
– – 0.09% 77
2021
Q1 		$352K Buy
2,392
+4
+0.2% +$569 0.1% 70
2020
Q4 		$337K Buy
2,388
+88
+4% +$11.9K 0.1% 67
2020
Q3 		$296K Hold
2,300
– – 0.11% 64
2020
Q2 		$270K Sell
2,300
-209
-8% -$23.8K 0.11% 56
2020
Q1 		$259K Hold
2,509
– – 0.12% 46
2019
Q4 		$300K Hold
2,509
– – 0.12% 47
2019
Q3 		$300K Buy
2,509
+209
+9% +$24.7K 0.12% 49
2019
Q2 		$265K Buy
+2,300
New +$258K 0.1% 49

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 $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $17.8B AUM 24.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bedell Frazier Investment Counselling's VIG Position: Q1 2026 in Review

Bedell Frazier Investment Counselling reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 12% in Q1 2026, selling an estimated $53.5K and leaving 1,747 shares worth $376K. The position accounts for 0.08% of the portfolio, ranked #102.

Bedell Frazier Investment Counselling first reported a position in VIG in Q2 2019 and has held it in 28 quarters since. The position peaked at $442K in Q3 2025. 2,523 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • Bedell Frazier Investment Counselling held 1,747 shares of Vanguard Dividend Appreciation ETF worth $376K as of Q1 2026.
  • Bedell Frazier Investment Counselling sold 240 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $53.5K.
  • Vanguard Dividend Appreciation ETF made up 0.08% of Bedell Frazier Investment Counselling's portfolio in Q1 2026, its #102 holding.
  • Bedell Frazier Investment Counselling first reported a position in Vanguard Dividend Appreciation ETF in Q2 2019 and has held it in 28 quarters since.
  • Bedell Frazier Investment Counselling's Vanguard Dividend Appreciation ETF position peaked at $442K in Q3 2025.
  • 2,523 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Bedell Frazier Investment Counselling's 13F filing for Q1 2026, filed 15 May 2026.