Continuum Advisory’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Continuum Advisory’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	$1.12M	Buy	5,227 +710	+16%	+$158K	0.11%	178
2025 Q4	$993K	Sell	4,517 -34	-0.7%	-$7.43K	0.1%	190
2025 Q3	$982K	Sell	4,551 -3	-0.1%	-$630	0.1%	180
2025 Q2	$932K	Sell	4,554 -1,451	-24%	-$281K	0.11%	174
2025 Q1	$1.16M	Sell	6,005 -870	-13%	-$173K	0.15%	136
2024 Q4	$1.35M	Buy	6,875 +506	+8%	+$101K	0.17%	120
2024 Q3	$1.28M	Buy	6,369 +1,756	+38%	+$334K	0.16%	131
2024 Q2	$842K	Buy	4,613 +208	+5%	+$37.4K	0.12%	168
2024 Q1	$795K	Sell	4,405 -135	-3%	-$23.7K	0.12%	178
2023 Q4	$774K	Sell	4,540 -8,034	-64%	-$1.29M	0.11%	213
2023 Q3	$1.95M	Sell	12,574 -182	-1%	-$29.5K	0.31%	82
2023 Q2	$2.07M	Buy	12,756 +163	+1%	+$25.5K	0.33%	76
2023 Q1	$1.94M	Buy	12,593 +1,449	+13%	+$222K	0.33%	82
2022 Q4	$1.69M	Sell	11,144 -72	-0.6%	-$10.7K	0.31%	95
2022 Q3	$1.52M	Buy	11,216 +36	+0.3%	+$5.36K	0.27%	96
2022 Q2	$1.6M	Sell	11,180 -200	-2%	-$30.4K	0.29%	96
2022 Q1	$1.75M	Hold	11,380	–	–	0.33%	82
2021 Q4	$1.96M	Sell	11,380 -34	-0.3%	-$5.6K	0.44%	56
2021 Q3	$1.75M	Buy	11,414 +495	+5%	+$78.9K	0.47%	52
2021 Q2	$1.69M	Sell	10,919 -170	-2%	-$26.1K	0.53%	44
2021 Q1	$1.69M	Sell	11,089 -205	-2%	-$29.2K	0.7%	38
2020 Q4	$1.59M	Buy	11,294 +1,600	+17%	+$217K	0.73%	42
2020 Q3	$1.25M	Hold	9,694	–	–	0.69%	46
2020 Q2	$1.14M	Sell	9,694 -1,647	-15%	-$187K	0.71%	43
2020 Q1	$1.13M	Sell	11,341 -5,380	-32%	-$642K	0.76%	37
2019 Q4	$2.08M	Buy	16,721 +2,420	+17%	+$293K	1.21%	25
2019 Q3	$1.69M	Buy	14,301 +4,775	+50%	+$563K	1.13%	27
2019 Q2	$1.1M	Buy	9,526 +4,475	+89%	+$502K	0.76%	39
2019 Q1	$558K	Buy	5,051 +350	+7%	+$36.9K	0.42%	62
2018 Q4	$460K	Buy	+4,701	New	+$490K	0.34%	77

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 $17.8B AUM 24.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Continuum Advisory's VIG Position: Q1 2026 in Review

Continuum Advisory increased its Vanguard Dividend Appreciation ETF (VIG) stake by 16% in Q1 2026, buying an estimated $158K and bringing the position to 5,227 shares worth $1.12M. The position accounts for 0.11% of the portfolio, ranked #178.

Continuum Advisory first reported a position in VIG in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.08M in Q4 2019. 2,515 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Continuum Advisory held 5,227 shares of Vanguard Dividend Appreciation ETF worth $1.12M as of Q1 2026.
Continuum Advisory bought 710 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $158K.
Vanguard Dividend Appreciation ETF made up 0.11% of Continuum Advisory's portfolio in Q1 2026, its #178 holding.
Continuum Advisory first reported a position in Vanguard Dividend Appreciation ETF in Q4 2018 and has held it in 30 quarters since.
Continuum Advisory's Vanguard Dividend Appreciation ETF position peaked at $2.08M in Q4 2019.
2,515 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.