Curran Financial Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Curran Financial Partners’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	$12M	Buy	56,029 +4,461	+9%	+$994K	2.16%	15
2025 Q4	$11.3M	Buy	51,568 +3,382	+7%	+$739K	2.15%	15
2025 Q3	$10.4M	Buy	48,186 +5,516	+13%	+$1.16M	2.06%	15
2025 Q2	$8.73M	Buy	42,670 +5,357	+14%	+$1.04M	1.93%	16
2025 Q1	$7.24M	Buy	37,313 +3,049	+9%	+$606K	1.78%	18
2024 Q4	$6.71M	Buy	34,264 +1,660	+5%	+$331K	1.76%	17
2024 Q3	$6.46M	Buy	32,604 +1,228	+4%	+$234K	1.83%	14
2024 Q2	$5.73M	Buy	31,376 +184	+0.6%	+$33.1K	1.92%	14
2024 Q1	$5.7M	Buy	31,192 +220	+0.7%	+$38.6K	1.98%	15
2023 Q4	$5.34M	Buy	30,972 +99	+0.3%	+$15.9K	2.05%	15
2023 Q3	$4.8M	Buy	30,873 +855	+3%	+$139K	2.09%	15
2023 Q2	$4.88M	Buy	30,018 +1,207	+4%	+$189K	2.12%	14
2023 Q1	$4.44M	Buy	28,811 +2,492	+9%	+$382K	2.11%	16
2022 Q4	$4M	Buy	26,319 +1,970	+8%	+$294K	1.93%	17
2022 Q3	$3.29M	Buy	24,349 +779	+3%	+$116K	1.67%	18
2022 Q2	$3.38M	Buy	23,570 +3,775	+19%	+$575K	1.6%	19
2022 Q1	$3.21M	Buy	19,795 +744	+4%	+$120K	1.32%	25
2021 Q4	$3.27M	Sell	19,051 -2,955	-13%	-$487K	1.39%	17
2021 Q3	$3.38M	Buy	22,006 +2,021	+10%	+$322K	1.73%	20
2021 Q2	$3.09M	Buy	19,985 +3,597	+22%	+$552K	1.7%	21
2021 Q1	$2.41M	Buy	16,388 +2,680	+20%	+$381K	1.73%	17
2020 Q4	$1.94M	Buy	+13,708	New	+$1.86M	1.66%	18

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

Curran Financial Partners's VIG Position: Q1 2026 in Review

Curran Financial Partners increased its Vanguard Dividend Appreciation ETF (VIG) stake by 8.7% in Q1 2026, buying an estimated $994K and bringing the position to 56,029 shares worth $12M. The position accounts for 2.16% of the portfolio, ranked #15.

Curran Financial Partners first reported a position in VIG in Q4 2020 and has held it in 22 quarters since. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Curran Financial Partners held 56,029 shares of Vanguard Dividend Appreciation ETF worth $12M as of Q1 2026.
Curran Financial Partners bought 4,461 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $994K.
Vanguard Dividend Appreciation ETF made up 2.16% of Curran Financial Partners's portfolio in Q1 2026, its #15 holding.
Curran Financial Partners first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 22 quarters since.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Curran Financial Partners's 13F filing for Q1 2026, filed 15 Apr 2026.