BC
VIG icon

Brio Consultants’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Brio Consultants’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 		$8.86M Sell
38,697
-3,349
-8% -$747K 1.08% 23
2025
Q4 		$9.24M Sell
42,046
-583
-1% -$127K 1.2% 17
2025
Q3 		$9.2M Sell
42,629
-542
-1% -$114K 1.27% 17
2025
Q2 		$8.84M Sell
43,171
-1,253
-3% -$243K 1.29% 17
2025
Q1 		$8.62M Sell
44,424
-2,284
-5% -$454K 1.35% 16
2024
Q4 		$9.15M Sell
46,708
-1,982
-4% -$396K 1.43% 16
2024
Q3 		$9.64M Sell
48,690
-3,004
-6% -$572K 1.53% 15
2024
Q2 		$9.44M Sell
51,694
-3,375
-6% -$607K 1.56% 17
2024
Q1 		$10.1M Sell
55,069
-4,350
-7% -$764K 1.7% 14
2023
Q4 		$10.1M Sell
59,419
-1,909
-3% -$307K 1.8% 14
2023
Q3 		$9.53M Sell
61,328
-2,261
-4% -$367K 1.79% 16
2023
Q2 		$10.3M Sell
63,589
-6,431
-9% -$1.01M 1.87% 17
2023
Q1 		$10.8M Sell
70,020
-2,944
-4% -$451K 2% 17
2022
Q4 		$11.1M Sell
72,964
-6,140
-8% -$915K 2.21% 14
2022
Q3 		$11.3M Sell
79,104
-21,097
-21% -$3.14M 2.4% 16
2022
Q2 		$14.4M Sell
100,201
-239,186
-70% -$36.4M 3.26% 12
2022
Q1 		$55M Buy
339,387
+37,750
+13% +$6.09M 11.74% 1
2021
Q4 		$51.8M Buy
301,637
+15,546
+5% +$2.56M 12.18% 1
2021
Q3 		$43.9M Buy
286,091
+13,706
+5% +$2.18M 10.67% 2
2021
Q2 		$42.2M Buy
272,385
+21,295
+8% +$3.27M 10.77% 1
2021
Q1 		$36.9M Buy
251,090
+21,298
+9% +$3.03M 10.87% 2
2020
Q4 		$32.4M Sell
229,792
-21,326
-8% -$2.89M 10.47% 2
2020
Q3 		$32.3M Buy
251,118
+10,369
+4% +$1.3M 9.76% 3
2020
Q2 		$28.2M Buy
240,749
+96,261
+67% +$11M 9.42% 3
2020
Q1 		$14.9M Buy
144,488
+14,468
+11% +$1.73M 5.97% 6
2019
Q4 		$16.2M Buy
130,020
+99,032
+320% +$12M 5.45% 6
2019
Q3 		$3.71M Buy
30,988
+1,751
+6% +$207K 1.39% 21
2019
Q2 		$3.37M Buy
29,237
+2,008
+7% +$225K 1.35% 21
2019
Q1 		$2.98M Sell
27,229
-13,164
-33% -$1.39M 1.32% 23
2018
Q4 		$3.96M Buy
+40,393
New +$4.21M 2.03% 14

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

Brio Consultants's VIG Position: Q1 2026 in Review

Brio Consultants reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 8% in Q1 2026, selling an estimated $747K and leaving 38,697 shares worth $8.86M. The position accounts for 1.08% of the portfolio, ranked #23.

Brio Consultants first reported a position in VIG in Q4 2018 and has held it in 30 quarters since. The position peaked at $55M in Q1 2022. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • Brio Consultants held 38,697 shares of Vanguard Dividend Appreciation ETF worth $8.86M as of Q1 2026.
  • Brio Consultants sold 3,349 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $747K.
  • Vanguard Dividend Appreciation ETF made up 1.08% of Brio Consultants's portfolio in Q1 2026, its #23 holding.
  • Brio Consultants first reported a position in Vanguard Dividend Appreciation ETF in Q4 2018 and has held it in 30 quarters since.
  • Brio Consultants's Vanguard Dividend Appreciation ETF position peaked at $55M in Q1 2022.
  • 2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Brio Consultants's 13F filing for Q1 2026, filed 6 May 2026.