Columbia River Financial Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Columbia River Financial 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	$5.9M	Buy	27,418 +1,285	+5%	+$286K	3.42%	10
2025 Q4	$5.74M	Sell	26,133 -352	-1%	-$76.9K	3.52%	10
2025 Q3	$5.75M	Buy	26,485 +454	+2%	+$95.3K	3.55%	10
2025 Q2	$5.38M	Buy	26,031 +2,350	+10%	+$455K	3.48%	10
2025 Q1	$4.59M	Sell	23,681 -647	-3%	-$129K	3.07%	11
2024 Q4	$4.76M	Buy	+24,328	New	+$4.86M	3.27%	10

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

Columbia River Financial Group's VIG Position: Q1 2026 in Review

Columbia River Financial Group increased its Vanguard Dividend Appreciation ETF (VIG) stake by 4.9% in Q1 2026, buying an estimated $286K and bringing the position to 27,418 shares worth $5.9M. The position accounts for 3.42% of the portfolio, ranked #10.

Columbia River Financial Group first reported a position in VIG in Q4 2024 and has held it in 6 quarters since. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Columbia River Financial Group held 27,418 shares of Vanguard Dividend Appreciation ETF worth $5.9M as of Q1 2026.
Columbia River Financial Group bought 1,285 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $286K.
Vanguard Dividend Appreciation ETF made up 3.42% of Columbia River Financial Group's portfolio in Q1 2026, its #10 holding.
Columbia River Financial Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 6 quarters since.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Columbia River Financial Group's 13F filing for Q1 2026, filed 12 May 2026.