Beta Wealth Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Beta Wealth Group’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	$1.01M	Sell	4,681 -320	-6%	-$71.3K	0.42%	44
2025 Q4	$1.1M	Sell	5,001 -851	-15%	-$186K	0.44%	47
2025 Q3	$1.26M	Buy	+5,852	New	+$1.23M	0.5%	44
2022 Q1	–	Sell	-1,658	Closed	-$255K	–	98
2021 Q4	$255K	Hold	1,658	–	–	0.18%	52
2021 Q3	$255K	Sell	1,658 -48,316	-97%	-$7.7M	0.18%	52
2021 Q2	$7.73M	Buy	49,974 +1,329	+3%	+$204K	5.38%	2
2021 Q1	$7.15M	Buy	48,645 +4,235	+10%	+$602K	5.2%	3
2020 Q4	$6.27M	Buy	+44,410	New	+$6.02M	5.38%	6

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

Beta Wealth Group's VIG Position: Q1 2026 in Review

Beta Wealth Group reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 6.4% in Q1 2026, selling an estimated $71.3K and leaving 4,681 shares worth $1.01M. The position accounts for 0.42% of the portfolio, ranked #44.

Beta Wealth Group first reported a position in VIG in Q4 2020 and has held it in 8 quarters since. The position peaked at $7.73M in Q2 2021. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Beta Wealth Group held 4,681 shares of Vanguard Dividend Appreciation ETF worth $1.01M as of Q1 2026.
Beta Wealth Group sold 320 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $71.3K.
Vanguard Dividend Appreciation ETF made up 0.42% of Beta Wealth Group's portfolio in Q1 2026, its #44 holding.
Beta Wealth Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 8 quarters since.
Beta Wealth Group's Vanguard Dividend Appreciation ETF position peaked at $7.73M in Q2 2021.
2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Beta Wealth Group's 13F filing for Q1 2026, filed 7 May 2026.