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Dynasty Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Dynasty Wealth Management’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 		– Sell
-910
Closed -$200K – 384
2025
Q4 		$200K Buy
+910
New +$199K ﹤0.01% 333

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

Dynasty Wealth Management's VIG Position: Q1 2026 in Review

Dynasty Wealth Management sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2026, closing a stake of 910 shares — an estimated $200K sold.

Dynasty Wealth Management first reported a position in VIG in Q4 2025 and held it in 1 quarter. The position peaked at $200K in Q4 2025. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • Dynasty Wealth Management reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2026 after selling out during the quarter.
  • Dynasty Wealth Management sold 910 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $200K.
  • Dynasty Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2025 and held it in 1 quarter.
  • Dynasty Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $200K in Q4 2025.
  • 2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.