Claris Financial’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Claris Financial’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	$1.16M	Sell	5,372 -98	-2%	-$21.8K	0.63%	40
2025 Q4	$1.2M	Sell	5,470 -69	-1%	-$15.1K	0.64%	36
2025 Q3	$1.2M	Buy	5,539 +16	+0.3%	+$3.36K	0.68%	37
2025 Q2	$1.13M	Buy	5,523 +255	+5%	+$49.4K	0.85%	27
2025 Q1	$1.03M	Hold	5,268	–	–	0.68%	39
2024 Q4	$1.03M	Buy	+5,268	New	+$1.05M	0.68%	39

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

Claris Financial's VIG Position: Q1 2026 in Review

Claris Financial reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 1.8% in Q1 2026, selling an estimated $21.8K and leaving 5,372 shares worth $1.16M. The position accounts for 0.63% of the portfolio, ranked #40.

Claris Financial first reported a position in VIG in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.2M in Q4 2025. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Claris Financial held 5,372 shares of Vanguard Dividend Appreciation ETF worth $1.16M as of Q1 2026.
Claris Financial sold 98 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $21.8K.
Vanguard Dividend Appreciation ETF made up 0.63% of Claris Financial's portfolio in Q1 2026, its #40 holding.
Claris Financial first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 6 quarters since.
Claris Financial's Vanguard Dividend Appreciation ETF position peaked at $1.2M in Q4 2025.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Claris Financial's 13F filing for Q1 2026, filed 18 May 2026.