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

Blossom 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 		$1.91M Buy
8,880
+3,286
+59% +$733K 2.83% 7
2025
Q4 		$1.23M Sell
5,594
-53
-0.9% -$11.6K 2.03% 10
2025
Q3 		$1.22M Buy
5,647
+120
+2% +$25.2K 1.97% 12
2025
Q2 		$1.13M Buy
5,527
+182
+3% +$35.3K 2% 12
2025
Q1 		$1.04M Sell
5,345
-127
-2% -$25.3K 2.09% 12
2024
Q4 		$1.07M Buy
5,472
+96
+2% +$19.2K 2.06% 13
2024
Q3 		$1.06M Buy
5,376
+215
+4% +$40.9K 2.15% 11
2024
Q2 		$942K Buy
5,161
+475
+10% +$85.5K 2.05% 12
2024
Q1 		$856K Buy
4,686
+58
+1% +$10.2K 2.06% 13
2023
Q4 		$789K Buy
4,628
+447
+11% +$71.9K 2.13% 11
2023
Q3 		$650K Buy
4,181
+51
+1% +$8.27K 2.08% 14
2023
Q2 		$671K Buy
4,130
+276
+7% +$43.2K 2.46% 10
2023
Q1 		$594K Buy
3,854
+51
+1% +$7.81K 2.41% 13
2022
Q4 		$577K Buy
3,803
+155
+4% +$23.1K 2.79% 11
2022
Q3 		$493K Hold
3,648
– – 2.77% 13
2022
Q2 		$523K Buy
3,648
+88
+2% +$13.4K 2.65% 10
2022
Q1 		$577K Buy
3,560
+147
+4% +$23.7K 2.6% 10
2021
Q4 		$586K Buy
3,413
+577
+20% +$95.1K 2.89% 12
2021
Q3 		$436K Buy
2,836
+455
+19% +$72.5K 2.59% 15
2021
Q2 		$369K Buy
2,381
+501
+27% +$76.9K 2.78% 16
2021
Q1 		$277K Buy
+1,880
New +$267K 3.22% 13

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

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

Blossom Wealth Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 59% in Q1 2026, buying an estimated $733K and bringing the position to 8,880 shares worth $1.91M. The position accounts for 2.83% of the portfolio, ranked #7.

Blossom Wealth Management first reported a position in VIG in Q1 2021 and has held it in 21 quarters since. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • Blossom Wealth Management held 8,880 shares of Vanguard Dividend Appreciation ETF worth $1.91M as of Q1 2026.
  • Blossom Wealth Management bought 3,286 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $733K.
  • Vanguard Dividend Appreciation ETF made up 2.83% of Blossom Wealth Management's portfolio in Q1 2026, its #7 holding.
  • Blossom Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q1 2021 and has held it in 21 quarters since.
  • 2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Blossom Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.