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BIP Wealth’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

BIP Wealth’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 		$18.2M Sell
84,482
-6,847
-7% -$1.53M 0.74% 29
2025
Q4 		$20.1M Buy
91,329
+59,825
+190% +$13.1M 0.71% 32
2025
Q3 		$6.8M Sell
31,504
-579
-2% -$122K 0.34% 52
2025
Q2 		$6.57M Sell
32,083
-883
-3% -$171K 0.4% 40
2025
Q1 		$6.4M Buy
32,966
+339
+1% +$67.4K 0.42% 38
2024
Q4 		$6.39M Sell
32,627
-704
-2% -$141K 0.43% 37
2024
Q3 		$6.6M Buy
33,331
+2,652
+9% +$505K 0.45% 37
2024
Q2 		$5.6M Sell
30,679
-4,464
-13% -$803K 0.46% 37
2024
Q1 		$6.42M Sell
35,143
-2,655
-7% -$466K 0.47% 35
2023
Q4 		$6.44M Buy
37,798
+2,393
+7% +$385K 0.51% 33
2023
Q3 		$5.5M Sell
35,405
-5,514
-13% -$894K 0.51% 34
2023
Q2 		$6.65M Buy
40,919
+61
+0.1% +$9.55K 0.54% 30
2023
Q1 		$6.29M Buy
+40,858
New +$6.26M 0.69% 32

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 $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $15.5B AUM 18.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BIP Wealth's VIG Position: Q1 2026 in Review

BIP Wealth reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 7.5% in Q1 2026, selling an estimated $1.53M and leaving 84,482 shares worth $18.2M. The position accounts for 0.74% of the portfolio, ranked #29.

BIP Wealth first reported a position in VIG in Q1 2023 and has held it in 13 quarters since. The position peaked at $20.1M in Q4 2025. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • BIP Wealth held 84,482 shares of Vanguard Dividend Appreciation ETF worth $18.2M as of Q1 2026.
  • BIP Wealth sold 6,847 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $1.53M.
  • Vanguard Dividend Appreciation ETF made up 0.74% of BIP Wealth's portfolio in Q1 2026, its #29 holding.
  • BIP Wealth first reported a position in Vanguard Dividend Appreciation ETF in Q1 2023 and has held it in 13 quarters since.
  • BIP Wealth's Vanguard Dividend Appreciation ETF position peaked at $20.1M in Q4 2025.
  • 2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.