DPI
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Diversified Portfolios Inc’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Diversified Portfolios Inc’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 		$481K Sell
2,236
-31
-1% -$6.91K 0.04% 129
2025
Q4 		$498K Sell
2,267
-144
-6% -$31.5K 0.04% 130
2025
Q3 		$520K Hold
2,411
– – 0.05% 120
2025
Q2 		$493K Sell
2,411
-5
-0.2% -$969 0.05% 117
2025
Q1 		$469K Hold
2,416
– – 0.05% 112
2024
Q4 		$473K Sell
2,416
-29
-1% -$5.79K 0.05% 110
2024
Q3 		$484K Sell
2,445
-269
-10% -$51.2K 0.05% 106
2024
Q2 		$495K Buy
2,714
+450
+20% +$81K 0.07% 103
2024
Q1 		$413K Buy
2,264
+24
+1% +$4.22K 0.06% 103
2023
Q4 		$382K Buy
2,240
+104
+5% +$16.7K 0.06% 103
2023
Q3 		$332K Buy
2,136
+322
+18% +$52.2K 0.06% 99
2023
Q2 		$295K Hold
1,814
– – 0.06% 107
2023
Q1 		$279K Buy
1,814
+253
+16% +$38.8K 0.06% 116
2022
Q4 		$237K Hold
1,561
– – 0.05% 123
2022
Q3 		$211K Hold
1,561
– – 0.06% 128
2022
Q2 		$224K Hold
1,561
– – 0.06% 120
2022
Q1 		$253K Hold
1,561
– – 0.06% 120
2021
Q4 		$268K Hold
1,561
– – 0.06% 115
2021
Q3 		$240K Sell
1,561
-28
-2% -$4.46K 0.07% 107
2021
Q2 		$246K Buy
1,589
+28
+2% +$4.3K 0.09% 94
2021
Q1 		$230K Hold
1,561
– – 0.08% 92
2020
Q4 		$220K Hold
1,561
– – 0.08% 89
2020
Q3 		$201K Buy
+1,561
New +$196K 0.09% 72
2020
Q1 		– Sell
-1,671
Closed -$208K – 65
2019
Q4 		$208K Buy
+1,671
New +$202K 0.1% 63
2016
Q4 		– Sell
-1,851
Closed -$155K – 50
2016
Q3 		$155K Buy
+1,851
New +$157K 0.1% 44

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 $17.8B AUM 24.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Diversified Portfolios Inc's VIG Position: Q1 2026 in Review

Diversified Portfolios Inc reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 1.4% in Q1 2026, selling an estimated $6.91K and leaving 2,236 shares worth $481K. The position accounts for 0.04% of the portfolio, ranked #129.

Diversified Portfolios Inc first reported a position in VIG in Q3 2016 and has held it in 25 quarters since. The position peaked at $520K in Q3 2025. 2,514 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • Diversified Portfolios Inc held 2,236 shares of Vanguard Dividend Appreciation ETF worth $481K as of Q1 2026.
  • Diversified Portfolios Inc sold 31 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $6.91K.
  • Vanguard Dividend Appreciation ETF made up 0.04% of Diversified Portfolios Inc's portfolio in Q1 2026, its #129 holding.
  • Diversified Portfolios Inc first reported a position in Vanguard Dividend Appreciation ETF in Q3 2016 and has held it in 25 quarters since.
  • Diversified Portfolios Inc's Vanguard Dividend Appreciation ETF position peaked at $520K in Q3 2025.
  • 2,514 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Diversified Portfolios Inc's 13F filing for Q1 2026, filed 6 May 2026.