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

Birchcreek 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 		$1.62M Buy
7,554
+75
+1% +$16.7K 0.78% 22
2025
Q4 		$1.64M Hold
7,479
– – 0.81% 22
2025
Q3 		$1.61M Sell
7,479
-23
-0.3% -$4.83K 0.83% 21
2025
Q2 		$1.54M Hold
7,502
– – 0.87% 21
2025
Q1 		$1.46M Buy
7,502
+474
+7% +$94.3K 0.92% 20
2024
Q4 		$1.38M Buy
7,028
+50
+0.7% +$9.98K 0.86% 22
2024
Q3 		$1.38M Sell
6,978
-877
-11% -$167K 0.91% 22
2024
Q2 		$1.43M Sell
7,855
-896
-10% -$161K 0.81% 26
2024
Q1 		$1.6M Buy
8,751
+100
+1% +$17.6K 0.84% 29
2023
Q4 		$1.47M Hold
8,651
– – 0.88% 29
2023
Q3 		$1.34M Hold
8,651
– – 0.91% 28
2023
Q2 		$1.41M Sell
8,651
-76
-0.9% -$11.9K 0.98% 28
2023
Q1 		$1.34M Sell
8,727
-291
-3% -$44.6K 1.06% 25
2022
Q4 		$1.37M Sell
9,018
-239
-3% -$35.6K 1.22% 22
2022
Q3 		$1.25M Buy
9,257
+409
+5% +$60.9K 1.16% 25
2022
Q2 		$1.27M Buy
8,848
+2,662
+43% +$405K 1.14% 25
2022
Q1 		$1M Sell
6,186
-386
-6% -$62.3K 0.89% 29
2021
Q4 		$1.13M Sell
6,572
-165
-2% -$27.2K 0.98% 27
2021
Q3 		$1.03M Buy
6,737
+25
+0.4% +$3.98K 0.97% 26
2021
Q2 		$1.04M Sell
6,712
-8
-0.1% -$1.23K 1% 25
2021
Q1 		$988K Sell
6,720
-1,194
-15% -$170K 1.05% 26
2020
Q4 		$1.12M Buy
+7,914
New +$1.07M 1.1% 25

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

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

Birchcreek Wealth Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 1% in Q1 2026, buying an estimated $16.7K and bringing the position to 7,554 shares worth $1.62M. The position accounts for 0.78% of the portfolio, ranked #22.

Birchcreek Wealth Management first reported a position in VIG in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.64M in Q4 2025. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • Birchcreek Wealth Management held 7,554 shares of Vanguard Dividend Appreciation ETF worth $1.62M as of Q1 2026.
  • Birchcreek Wealth Management bought 75 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $16.7K.
  • Vanguard Dividend Appreciation ETF made up 0.78% of Birchcreek Wealth Management's portfolio in Q1 2026, its #22 holding.
  • Birchcreek Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 22 quarters since.
  • Birchcreek Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $1.64M in Q4 2025.
  • 2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Birchcreek Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.