Blackston Financial Advisory Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Blackston Financial Advisory 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	$10.4M	Sell	48,525 -303	-0.6%	-$67.5K	6.54%	5
2025 Q4	$10.7M	Sell	48,828 -1,118	-2%	-$244K	6.53%	5
2025 Q3	$10.8M	Sell	49,946 -1,315	-3%	-$276K	6.4%	5
2025 Q2	$10.5M	Sell	51,261 -2,917	-5%	-$565K	6.56%	5
2025 Q1	$10.5M	Sell	54,178 -3,333	-6%	-$663K	7.13%	6
2024 Q4	$11.3M	Sell	57,511 -6,681	-10%	-$1.33M	5.61%	5
2024 Q3	$12.7M	Sell	64,192 -1,313	-2%	-$250K	6.57%	4
2024 Q2	$12M	Sell	65,505 -6,707	-9%	-$1.21M	6.69%	4
2024 Q1	$13.2M	Sell	72,212 -308	-0.4%	-$54.1K	8.75%	4
2023 Q4	$12.4M	Sell	72,520 -496	-0.7%	-$79.8K	7.83%	4
2023 Q3	$11.3M	Buy	73,016 +5,120	+8%	+$830K	7.9%	3
2023 Q2	$11M	Sell	67,896 -2,018	-3%	-$316K	7.95%	3
2023 Q1	$10.8M	Sell	69,914 -8,440	-11%	-$1.29M	8.05%	3
2022 Q4	$11.9M	Sell	78,354 -3,202	-4%	-$477K	8.64%	2
2022 Q3	$12.1M	Sell	81,556 -6,547	-7%	-$974K	8.55%	3
2022 Q2	$12.9M	Buy	88,103 +9,264	+12%	+$1.41M	8.41%	3
2022 Q1	$12.1M	Sell	78,839 -523	-0.7%	-$84.4K	7.9%	3
2021 Q4	$13.6M	Buy	+79,362	New	+$13.1M	7.89%	3

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

Blackston Financial Advisory Group's VIG Position: Q1 2026 in Review

Blackston Financial Advisory Group reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.62% in Q1 2026, selling an estimated $67.5K and leaving 48,525 shares worth $10.4M. The position accounts for 6.54% of the portfolio, ranked #5.

Blackston Financial Advisory Group first reported a position in VIG in Q4 2021 and has held it in 18 quarters since. The position peaked at $13.6M in Q4 2021. 2,515 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Blackston Financial Advisory Group held 48,525 shares of Vanguard Dividend Appreciation ETF worth $10.4M as of Q1 2026.
Blackston Financial Advisory Group sold 303 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $67.5K.
Vanguard Dividend Appreciation ETF made up 6.54% of Blackston Financial Advisory Group's portfolio in Q1 2026, its #5 holding.
Blackston Financial Advisory Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 18 quarters since.
Blackston Financial Advisory Group's Vanguard Dividend Appreciation ETF position peaked at $13.6M in Q4 2021.
2,515 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Blackston Financial Advisory Group's 13F filing for Q1 2026, filed 23 Apr 2026.