Catalyst Financial Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Catalyst Financial Partners’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	$1.44M	Sell	6,692 -6	-0.1%	-$1.34K	0.17%	73
2025 Q4	$1.47M	Sell	6,698 -3	-0%	-$655	0.16%	67
2025 Q3	$1.45M	Hold	6,701	–	–	0.17%	60
2025 Q2	$1.37M	Sell	6,701 -1	-0%	-$194	0.15%	57
2025 Q1	$1.3M	Buy	6,702 +76	+1%	+$15.1K	0.24%	51
2024 Q4	$1.3M	Hold	6,626	–	–	0.24%	52
2024 Q3	$1.31M	Buy	6,626 +50	+0.8%	+$9.52K	0.26%	51
2024 Q2	$1.2M	Buy	+6,576	New	+$1.18M	0.26%	50

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

Catalyst Financial Partners's VIG Position: Q1 2026 in Review

Catalyst Financial Partners reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.09% in Q1 2026, selling an estimated $1.34K and leaving 6,692 shares worth $1.44M. The position accounts for 0.17% of the portfolio, ranked #73.

Catalyst Financial Partners first reported a position in VIG in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.47M in Q4 2025. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Catalyst Financial Partners held 6,692 shares of Vanguard Dividend Appreciation ETF worth $1.44M as of Q1 2026.
Catalyst Financial Partners sold 6 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $1.34K.
Vanguard Dividend Appreciation ETF made up 0.17% of Catalyst Financial Partners's portfolio in Q1 2026, its #73 holding.
Catalyst Financial Partners first reported a position in Vanguard Dividend Appreciation ETF in Q2 2024 and has held it in 8 quarters since.
Catalyst Financial Partners's Vanguard Dividend Appreciation ETF position peaked at $1.47M in Q4 2025.
2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Catalyst Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.