Diversified Enterprises’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Diversified Enterprises’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	$148M	Buy	690,306 +25,254	+4%	+$5.63M	8.13%	2
2025 Q4	$146M	Buy	665,052 +24,761	+4%	+$5.41M	8.69%	2
2025 Q3	$138M	Buy	640,291 +638,467	+35,004%	+$134M	9.3%	2
2025 Q2	$373K	Buy	1,824 +200	+12%	+$38.8K	0.03%	199
2025 Q1	$315K	Buy	1,624 +2	+0.1%	+$398	0.03%	220
2024 Q4	$318K	Buy	+1,622	New	+$324K	0.03%	176

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

Diversified Enterprises's VIG Position: Q1 2026 in Review

Diversified Enterprises increased its Vanguard Dividend Appreciation ETF (VIG) stake by 3.8% in Q1 2026, buying an estimated $5.63M and bringing the position to 690,306 shares worth $148M. The position accounts for 8.13% of the portfolio, ranked #2.

Diversified Enterprises first reported a position in VIG in Q4 2024 and has held it in 6 quarters since. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Diversified Enterprises held 690,306 shares of Vanguard Dividend Appreciation ETF worth $148M as of Q1 2026.
Diversified Enterprises bought 25,254 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $5.63M.
Vanguard Dividend Appreciation ETF made up 8.13% of Diversified Enterprises's portfolio in Q1 2026, its #2 holding.
Diversified Enterprises first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 6 quarters since.
2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Diversified Enterprises's 13F filing for Q1 2026, filed 15 May 2026.