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Disciplined Investments’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Disciplined Investments’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 		$410K Sell
1,907
-28
-1% -$6.24K 0.15% 92
2025
Q4 		$425K Sell
1,935
-32
-2% -$6.99K 0.16% 91
2025
Q3 		$424K Sell
1,967
-157
-7% -$33K 0.17% 87
2025
Q2 		$435K Sell
2,124
-61
-3% -$11.8K 0.18% 87
2025
Q1 		$424K Sell
2,185
-29
-1% -$5.77K 0.19% 88
2024
Q4 		$434K Buy
2,214
+377
+21% +$75.3K 0.21% 88
2024
Q3 		$364K Sell
1,837
-51
-3% -$9.71K 0.18% 94
2024
Q2 		$345K Sell
1,888
-475
-20% -$85.5K 0.18% 94
2024
Q1 		$432K Sell
2,363
-17
-0.7% -$2.99K 0.24% 82
2023
Q4 		$406K Sell
2,380
-31
-1% -$4.99K 0.24% 78
2023
Q3 		$375K Sell
2,411
-24
-1% -$3.89K 0.23% 83
2023
Q2 		$395K Sell
2,435
-229
-9% -$35.9K 0.21% 86
2023
Q1 		$410K Buy
2,664
+1
+0% +$153 0.17% 96
2022
Q4 		$404K Sell
2,663
-35
-1% -$5.22K 0.2% 84
2022
Q3 		$365K Sell
2,698
-174
-6% -$25.9K 0.17% 97
2022
Q2 		$412K Sell
2,872
-61
-2% -$9.28K 0.19% 90
2022
Q1 		$476K Sell
2,933
-530
-15% -$85.5K 0.2% 90
2021
Q4 		$595K Sell
3,463
-90
-3% -$14.8K 0.26% 75
2021
Q3 		$546K Sell
3,553
-63
-2% -$10K 0.27% 75
2021
Q2 		$560K Buy
3,616
+1
+0% +$153 0.29% 74
2021
Q1 		$532K Sell
3,615
-118
-3% -$16.8K 0.31% 72
2020
Q4 		$527K Sell
3,733
-262
-7% -$35.5K 0.35% 65
2020
Q3 		$514K Sell
3,995
-28
-0.7% -$3.52K 0.38% 64
2020
Q2 		$471K Buy
4,023
+97
+2% +$11K 0.37% 65
2020
Q1 		$406K Buy
3,926
+279
+8% +$33.3K 0.39% 63
2019
Q4 		$455K Buy
+3,647
New +$441K 0.38% 59

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Disciplined Investments's VIG Position: Q1 2026 in Review

Disciplined Investments reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 1.4% in Q1 2026, selling an estimated $6.24K and leaving 1,907 shares worth $410K. The position accounts for 0.15% of the portfolio, ranked #92.

Disciplined Investments first reported a position in VIG in Q4 2019 and has held it in 26 quarters since. The position peaked at $595K in Q4 2021. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • Disciplined Investments held 1,907 shares of Vanguard Dividend Appreciation ETF worth $410K as of Q1 2026.
  • Disciplined Investments sold 28 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $6.24K.
  • Vanguard Dividend Appreciation ETF made up 0.15% of Disciplined Investments's portfolio in Q1 2026, its #92 holding.
  • Disciplined Investments first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and has held it in 26 quarters since.
  • Disciplined Investments's Vanguard Dividend Appreciation ETF position peaked at $595K in Q4 2021.
  • 2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Disciplined Investments's 13F filing for Q1 2026, filed 12 May 2026.