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

Buttonwood Financial 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	–	Sell	-1,607	Closed	-$361K	–	36
2025 Q4	$361K	Hold	1,607	–	–	0.19%	26
2025 Q3	$349K	Sell	1,607 -392	-20%	-$82.3K	0.15%	29
2025 Q2	$413K	Buy	+1,999	New	+$387K	0.21%	28
2022 Q2	–	Sell	-1,999	Closed	-$324K	–	23
2022 Q1	$324K	Buy	+1,999	New	+$323K	0.24%	18

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $672B AUM 33.48% 1-Year Est. Return

Buttonwood Financial Group's VIG Position: Q1 2026 in Review

Buttonwood Financial Group sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2026, closing a stake of 1,607 shares — an estimated $361K sold.

Buttonwood Financial Group first reported a position in VIG in Q1 2022 and held it in 4 quarters. The position peaked at $413K in Q2 2025. 2,526 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Buttonwood Financial Group reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2026 after selling out during the quarter.
Buttonwood Financial Group sold 1,607 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $361K.
Buttonwood Financial Group first reported a position in Vanguard Dividend Appreciation ETF in Q1 2022 and held it in 4 quarters.
Buttonwood Financial Group's Vanguard Dividend Appreciation ETF position peaked at $413K in Q2 2025.
2,526 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Buttonwood Financial Group's 13F filing for Q1 2026, filed 15 Apr 2026.