Cassaday & Co Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Cassaday & Co Wealth Management’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	$2.28M	Buy	10,602 +780	+8%	+$174K	0.05%	80
2025 Q4	$2.16M	Sell	9,822 -596	-6%	-$130K	0.05%	84
2025 Q3	$2.25M	Buy	10,418 +1,248	+14%	+$262K	0.05%	84
2025 Q2	$1.88M	Sell	9,170 -770	-8%	-$149K	0.05%	85
2025 Q1	$1.93M	Buy	9,940 +575	+6%	+$114K	0.05%	77
2024 Q4	$1.83M	Buy	9,365 +311	+3%	+$62.1K	0.05%	77
2024 Q3	$1.79M	Sell	9,054 -438	-5%	-$83.4K	0.05%	75
2024 Q2	$1.73M	Sell	9,492 -60	-0.6%	-$10.8K	0.05%	74
2024 Q1	$1.74M	Buy	9,552 +348	+4%	+$61.1K	0.06%	73
2023 Q4	$1.57M	Buy	9,204 +77	+0.8%	+$12.4K	0.05%	71
2023 Q3	$1.42M	Buy	9,127 +1	+0%	+$162	0.06%	70
2023 Q2	$1.48M	Buy	9,126 +835	+10%	+$131K	0.06%	70
2023 Q1	$1.28M	Sell	8,291 -4,157	-33%	-$637K	0.05%	72
2022 Q4	$1.89M	Buy	+12,448	New	+$1.86M	0.09%	55

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

Cassaday & Co Wealth Management's VIG Position: Q1 2026 in Review

Cassaday & Co Wealth Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 7.9% in Q1 2026, buying an estimated $174K and bringing the position to 10,602 shares worth $2.28M. The position accounts for 0.05% of the portfolio, ranked #80.

Cassaday & Co Wealth Management first reported a position in VIG in Q4 2022 and has held it in 14 quarters since. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Cassaday & Co Wealth Management held 10,602 shares of Vanguard Dividend Appreciation ETF worth $2.28M as of Q1 2026.
Cassaday & Co Wealth Management bought 780 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $174K.
Vanguard Dividend Appreciation ETF made up 0.05% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #80 holding.
Cassaday & Co Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 14 quarters since.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.