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

Bernard 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	$2.8K	Hold	13	–	–	﹤0.01%	274
2025 Q4	$2.86K	Hold	13	–	–	﹤0.01%	269
2025 Q3	$2.81K	Hold	13	–	–	﹤0.01%	258
2025 Q2	$2.66K	Hold	13	–	–	﹤0.01%	253
2025 Q1	$2.52K	Hold	13	–	–	﹤0.01%	292
2024 Q4	$2.55K	Buy	+13	New	+$2.6K	﹤0.01%	259

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

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

Bernard Wealth Management held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q1 2026 at 13 shares worth $2.8K. The position accounts for ﹤0.01% of the portfolio, ranked #274.

Bernard Wealth Management first reported a position in VIG in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.86K in Q4 2025. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Bernard Wealth Management held 13 shares of Vanguard Dividend Appreciation ETF worth $2.8K as of Q1 2026.
Bernard Wealth Management left its Vanguard Dividend Appreciation ETF share count unchanged in Q1 2026.
Vanguard Dividend Appreciation ETF made up ﹤0.01% of Bernard Wealth Management's portfolio in Q1 2026, its #274 holding.
Bernard Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 6 quarters since.
Bernard Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $2.86K in Q4 2025.
2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Bernard Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.