Constant Guidance Financial’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Constant Guidance 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	$566K	Buy	+2,631	New	+$587K	0.39%	26
2025 Q4	–	Sell	-2,592	Closed	-$559K	–	55
2025 Q3	$559K	Buy	+2,592	New	+$544K	0.45%	28
2025 Q2	–	Sell	-2,486	Closed	-$482K	–	44
2025 Q1	$482K	Sell	2,486 -163	-6%	-$32.4K	0.61%	23
2024 Q4	$519K	Sell	2,649 -33	-1%	-$6.59K	0.45%	29
2024 Q3	$531K	Buy	2,682 +546	+26%	+$104K	0.43%	25
2024 Q2	$390K	Sell	2,136 -379	-15%	-$68.2K	0.4%	23
2024 Q1	$449K	Buy	+2,515	New	+$442K	0.41%	40
2023 Q4	–	Sell	-3,703	Closed	-$572K	–	29
2023 Q3	$572K	Buy	+3,703	New	+$600K	0.76%	9

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

Constant Guidance Financial's VIG Position: Q1 2026 in Review

Constant Guidance Financial opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q1 2026: 2,631 shares worth $566K. The stake represents 0.39% of the portfolio and ranks #26 among its holdings. This is a return to the name: Constant Guidance Financial previously reported a position in VIG as recently as Q3 2025.

Constant Guidance Financial first reported a position in VIG in Q3 2023 and has held it in 8 quarters since. The position peaked at $572K in Q3 2023. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Constant Guidance Financial held 2,631 shares of Vanguard Dividend Appreciation ETF worth $566K as of Q1 2026.
Vanguard Dividend Appreciation ETF was a new Constant Guidance Financial position in Q1 2026.
Vanguard Dividend Appreciation ETF made up 0.39% of Constant Guidance Financial's portfolio in Q1 2026, its #26 holding.
Constant Guidance Financial first reported a position in Vanguard Dividend Appreciation ETF in Q3 2023 and has held it in 8 quarters since.
Constant Guidance Financial's Vanguard Dividend Appreciation ETF position peaked at $572K in Q3 2023.
2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

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