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CFO4Life Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

CFO4Life 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 		$360K Buy
1,675
+35
+2% +$7.8K 0.05% 149
2025
Q4 		$360K Buy
1,640
+5
+0.3% +$1.09K 0.05% 155
2025
Q3 		$353K Buy
1,635
+2
+0.1% +$420 0.05% 157
2025
Q2 		$334K Buy
1,633
+49
+3% +$9.5K 0.05% 156
2025
Q1 		$307K Buy
1,584
+102
+7% +$20.3K 0.05% 155
2024
Q4 		$290K Buy
1,482
+5
+0.3% +$998 0.05% 158
2024
Q3 		$293K Buy
1,477
+2
+0.1% +$381 0.05% 163
2024
Q2 		$269K Buy
1,475
+196
+15% +$35.3K 0.05% 158
2024
Q1 		$234K Buy
1,279
+3
+0.2% +$527 0.04% 168
2023
Q4 		$218K Buy
+1,276
New +$205K 0.04% 164
2023
Q3 		– Sell
-1,269
Closed -$206K – 183
2023
Q2 		$206K Sell
1,269
-64
-5% -$10K 0.04% 152
2023
Q1 		$205K Buy
1,333
+3
+0.2% +$460 0.05% 148
2022
Q4 		$202K Buy
+1,330
New +$198K 0.04% 162
2022
Q3 		– Sell
-2,150
Closed -$310K – 164
2022
Q2 		$310K Buy
+2,150
New +$327K 0.08% 111

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CFO4Life Group's VIG Position: Q1 2026 in Review

CFO4Life Group increased its Vanguard Dividend Appreciation ETF (VIG) stake by 2.1% in Q1 2026, buying an estimated $7.8K and bringing the position to 1,675 shares worth $360K. The position accounts for 0.05% of the portfolio, ranked #149.

CFO4Life Group first reported a position in VIG in Q2 2022 and has held it in 14 quarters since. The position peaked at $360K in Q4 2025. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • CFO4Life Group held 1,675 shares of Vanguard Dividend Appreciation ETF worth $360K as of Q1 2026.
  • CFO4Life Group bought 35 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $7.8K.
  • Vanguard Dividend Appreciation ETF made up 0.05% of CFO4Life Group's portfolio in Q1 2026, its #149 holding.
  • CFO4Life Group first reported a position in Vanguard Dividend Appreciation ETF in Q2 2022 and has held it in 14 quarters since.
  • CFO4Life Group's Vanguard Dividend Appreciation ETF position peaked at $360K in Q4 2025.
  • 2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on CFO4Life Group's 13F filing for Q1 2026, filed 11 May 2026.