Delap Wealth Advisory’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Delap Wealth 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	$725K	Buy	3,372 +3	+0.1%	+$669	0.27%	41
2025 Q4	$741K	Buy	3,369 +12	+0.4%	+$2.62K	0.29%	42
2025 Q3	$728K	Buy	+3,357	New	+$705K	0.31%	37
2024 Q1	–	Sell	-2,008	Closed	-$342K	–	271
2023 Q4	$342K	Buy	+2,008	New	+$323K	0.15%	65

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

Delap Wealth Advisory's VIG Position: Q1 2026 in Review

Delap Wealth Advisory increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.09% in Q1 2026, buying an estimated $669 and bringing the position to 3,372 shares worth $725K. The position accounts for 0.27% of the portfolio, ranked #41.

Delap Wealth Advisory first reported a position in VIG in Q4 2023 and has held it in 4 quarters since. The position peaked at $741K in Q4 2025. 2,515 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Delap Wealth Advisory held 3,372 shares of Vanguard Dividend Appreciation ETF worth $725K as of Q1 2026.
Delap Wealth Advisory bought 3 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $669.
Vanguard Dividend Appreciation ETF made up 0.27% of Delap Wealth Advisory's portfolio in Q1 2026, its #41 holding.
Delap Wealth Advisory first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 4 quarters since.
Delap Wealth Advisory's Vanguard Dividend Appreciation ETF position peaked at $741K in Q4 2025.
2,515 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Delap Wealth Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.