Byrne Financial Freedom’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Byrne Financial Freedom’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	$358K	Buy	1,666 +1	+0.1%	+$223	0.17%	74
2025 Q4	$366K	Buy	1,665 +2	+0.1%	+$437	0.17%	75
2025 Q3	$359K	Buy	1,663 +1	+0.1%	+$210	0.18%	71
2025 Q2	$340K	Hold	1,662	–	–	0.17%	76
2025 Q1	$322K	Sell	1,662 -10	-0.6%	-$1.99K	0.18%	67
2024 Q4	$327K	Buy	+1,672	New	+$334K	0.15%	74

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 $15.5B AUM 18.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Byrne Financial Freedom's VIG Position: Q1 2026 in Review

Byrne Financial Freedom increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.06% in Q1 2026, buying an estimated $223 and bringing the position to 1,666 shares worth $358K. The position accounts for 0.17% of the portfolio, ranked #74.

Byrne Financial Freedom first reported a position in VIG in Q4 2024 and has held it in 6 quarters since. The position peaked at $366K in Q4 2025. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Byrne Financial Freedom held 1,666 shares of Vanguard Dividend Appreciation ETF worth $358K as of Q1 2026.
Byrne Financial Freedom bought 1 Vanguard Dividend Appreciation ETF share in Q1 2026, an estimated $223.
Vanguard Dividend Appreciation ETF made up 0.17% of Byrne Financial Freedom's portfolio in Q1 2026, its #74 holding.
Byrne Financial Freedom first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 6 quarters since.
Byrne Financial Freedom's Vanguard Dividend Appreciation ETF position peaked at $366K in Q4 2025.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Byrne Financial Freedom's 13F filing for Q1 2026, filed 27 Apr 2026.