Biltmore Family Office’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Biltmore Family Office’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	$1.46M	Hold	6,771	–	–	0.2%	81
2025 Q4	$1.49M	Buy	6,771 +200	+3%	+$43.7K	0.21%	77
2025 Q3	$1.42M	Buy	6,571 +18	+0.3%	+$3.78K	0.2%	76
2025 Q2	$1.35M	Buy	6,553 +32	+0.5%	+$6.2K	0.23%	75
2025 Q1	$1.27M	Hold	6,521	–	–	0.22%	76
2024 Q4	$1.28M	Sell	6,521 -1,940	-23%	-$387K	0.21%	74
2024 Q3	$1.68M	Buy	8,461 +252	+3%	+$48K	0.29%	62
2024 Q2	$1.51M	Hold	8,209	–	–	0.28%	63
2024 Q1	$1.5M	Hold	8,209	–	–	0.3%	63
2023 Q4	$1.4M	Hold	8,209	–	–	0.29%	59
2023 Q3	$1.28M	Sell	8,209 -310	-4%	-$50.3K	0.29%	57
2023 Q2	$1.39M	Hold	8,519	–	–	0.29%	54
2023 Q1	$1.31M	Hold	8,519	–	–	0.28%	59
2022 Q4	$1.29M	Hold	8,519	–	–	0.27%	55
2022 Q3	$1.15M	Hold	8,519	–	–	0.26%	53
2022 Q2	$1.22M	Hold	8,519	–	–	0.31%	51
2022 Q1	$1.38M	Hold	8,519	–	–	0.3%	55
2021 Q4	$1.46M	Hold	8,519	–	–	0.28%	58
2021 Q3	$1.31M	Hold	8,519	–	–	0.32%	51
2021 Q2	$1.32M	Sell	8,519 -184	-2%	-$28.2K	0.37%	43
2021 Q1	$1.28M	Hold	8,703	–	–	0.4%	40
2020 Q4	$1.23M	Hold	8,703	–	–	0.37%	42
2020 Q3	$1.13M	Sell	8,703 -585	-6%	-$73.6K	0.63%	37
2020 Q2	$1.09M	Hold	9,288	–	–	0.66%	38
2020 Q1	$960K	Hold	9,288	–	–	0.63%	41
2019 Q4	$1.16M	Buy	9,288 +5,869	+172%	+$710K	0.47%	57
2019 Q3	$409K	Buy	+3,419	New	+$403K	0.18%	108
2019 Q2	–	Sell	-3,419	Closed	-$377K	–	166
2019 Q1	$377K	Sell	3,419 -95	-3%	-$10K	0.19%	106
2018 Q4	$344K	Sell	3,514 -500	-12%	-$52.1K	0.19%	107
2018 Q3	$446K	Hold	4,014	–	–	0.21%	96
2018 Q2	$410K	Sell	4,014 -115	-3%	-$11.7K	0.2%	98
2018 Q1	$417K	Sell	4,129 -650	-14%	-$67.4K	0.19%	115
2017 Q4	$488K	Buy	+4,779	New	+$471K	0.22%	98

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 $17.8B AUM 24.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Biltmore Family Office's VIG Position: Q1 2026 in Review

Biltmore Family Office held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q1 2026 at 6,771 shares worth $1.46M. The position accounts for 0.2% of the portfolio, ranked #81.

Biltmore Family Office first reported a position in VIG in Q4 2017 and has held it in 33 quarters since. The position peaked at $1.68M in Q3 2024. 2,515 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Biltmore Family Office held 6,771 shares of Vanguard Dividend Appreciation ETF worth $1.46M as of Q1 2026.
Biltmore Family Office left its Vanguard Dividend Appreciation ETF share count unchanged in Q1 2026.
Vanguard Dividend Appreciation ETF made up 0.2% of Biltmore Family Office's portfolio in Q1 2026, its #81 holding.
Biltmore Family Office first reported a position in Vanguard Dividend Appreciation ETF in Q4 2017 and has held it in 33 quarters since.
Biltmore Family Office's Vanguard Dividend Appreciation ETF position peaked at $1.68M in Q3 2024.
2,515 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Biltmore Family Office's 13F filing for Q1 2026, filed 11 May 2026.