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BridgePort Financial Solutions’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

BridgePort Financial Solutions’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 		$3.55M Buy
16,497
+75
+0.5% +$16.7K 1.01% 25
2025
Q4 		$3.61M Buy
16,422
+120
+0.7% +$26.2K 0.97% 28
2025
Q3 		$3.52M Sell
16,302
-356
-2% -$74.8K 0.95% 27
2025
Q2 		$3.41M Buy
16,658
+40
+0.2% +$7.75K 1.13% 24
2025
Q1 		$3.22M Hold
16,618
– – 1.45% 17
2024
Q4 		$3.33M Buy
+16,618
New +$3.32M 1.51% 17

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

BridgePort Financial Solutions's VIG Position: Q1 2026 in Review

BridgePort Financial Solutions increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.46% in Q1 2026, buying an estimated $16.7K and bringing the position to 16,497 shares worth $3.55M. The position accounts for 1.01% of the portfolio, ranked #25.

BridgePort Financial Solutions first reported a position in VIG in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.61M in Q4 2025. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • BridgePort Financial Solutions held 16,497 shares of Vanguard Dividend Appreciation ETF worth $3.55M as of Q1 2026.
  • BridgePort Financial Solutions bought 75 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $16.7K.
  • Vanguard Dividend Appreciation ETF made up 1.01% of BridgePort Financial Solutions's portfolio in Q1 2026, its #25 holding.
  • BridgePort Financial Solutions first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 6 quarters since.
  • BridgePort Financial Solutions's Vanguard Dividend Appreciation ETF position peaked at $3.61M in Q4 2025.
  • 2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on BridgePort Financial Solutions's 13F filing for Q1 2026, filed 16 Apr 2026.