Carson Advisory’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Carson Advisory’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	$1.37M	Buy	6,354 +258	+4%	+$57.5K	0.71%	31
2025 Q4	$1.34M	Buy	6,096 +460	+8%	+$101K	0.7%	32
2025 Q3	$1.22M	Buy	5,636 +5	+0.1%	+$1.05K	0.66%	34
2025 Q2	$1.15M	Buy	5,631 +31	+0.6%	+$6.01K	0.73%	32
2025 Q1	$1.09M	Buy	5,600 +1,126	+25%	+$224K	0.73%	35
2024 Q4	$876K	Sell	4,474 -273	-6%	-$54.5K	0.61%	48
2024 Q3	$940K	Buy	4,747 +667	+16%	+$127K	0.59%	44
2024 Q2	$745K	Buy	4,080 +388	+11%	+$69.8K	0.52%	57
2024 Q1	$674K	Buy	3,692 +249	+7%	+$43.7K	0.47%	66
2023 Q4	$587K	Sell	3,443 -21	-0.6%	-$3.38K	0.46%	70
2023 Q3	$538K	Buy	3,464 +31	+0.9%	+$5.03K	0.47%	73
2023 Q2	$558K	Buy	3,433 +4	+0.1%	+$626	0.47%	73
2023 Q1	$528K	Buy	3,429 +199	+6%	+$30.5K	0.47%	71
2022 Q4	$490K	Buy	3,230 +521	+19%	+$77.7K	0.47%	59
2022 Q3	$366K	Buy	2,709 +119	+5%	+$17.7K	0.41%	67
2022 Q2	$372K	Sell	2,590 -525	-17%	-$79.9K	0.42%	70
2022 Q1	$505K	Buy	3,115 +632	+25%	+$102K	0.5%	57
2021 Q4	$426K	Buy	+2,483	New	+$409K	0.43%	59

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

Carson Advisory's VIG Position: Q1 2026 in Review

Carson Advisory increased its Vanguard Dividend Appreciation ETF (VIG) stake by 4.2% in Q1 2026, buying an estimated $57.5K and bringing the position to 6,354 shares worth $1.37M. The position accounts for 0.71% of the portfolio, ranked #31.

Carson Advisory first reported a position in VIG in Q4 2021 and has held it in 18 quarters since. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Carson Advisory held 6,354 shares of Vanguard Dividend Appreciation ETF worth $1.37M as of Q1 2026.
Carson Advisory bought 258 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $57.5K.
Vanguard Dividend Appreciation ETF made up 0.71% of Carson Advisory's portfolio in Q1 2026, its #31 holding.
Carson Advisory first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 18 quarters since.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Carson Advisory's 13F filing for Q1 2026, filed 7 May 2026.