Bolthouse Investments’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Bolthouse Investments’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	$827K	Hold	3,846	–	–	0.75%	27
2025 Q4	$845K	Hold	3,846	–	–	0.75%	26
2025 Q3	$830K	Hold	3,846	–	–	0.75%	25
2025 Q2	$787K	Hold	3,846	–	–	0.78%	25
2025 Q1	$746K	Buy	+3,846	New	+$765K	0.78%	27

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

Bolthouse Investments's VIG Position: Q1 2026 in Review

Bolthouse Investments held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q1 2026 at 3,846 shares worth $827K. The position accounts for 0.75% of the portfolio, ranked #27.

Bolthouse Investments first reported a position in VIG in Q1 2025 and has held it in 5 quarters since. The position peaked at $845K in Q4 2025. 2,515 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Bolthouse Investments held 3,846 shares of Vanguard Dividend Appreciation ETF worth $827K as of Q1 2026.
Bolthouse Investments left its Vanguard Dividend Appreciation ETF share count unchanged in Q1 2026.
Vanguard Dividend Appreciation ETF made up 0.75% of Bolthouse Investments's portfolio in Q1 2026, its #27 holding.
Bolthouse Investments first reported a position in Vanguard Dividend Appreciation ETF in Q1 2025 and has held it in 5 quarters since.
Bolthouse Investments's Vanguard Dividend Appreciation ETF position peaked at $845K in Q4 2025.
2,515 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Bolthouse Investments's 13F filing for Q1 2026, filed 28 Apr 2026.