Edgestream Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Edgestream Partners’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	$268K	Sell	1,248 -1,541	-55%	-$344K	0.01%	816
2025 Q4	$613K	Buy	2,789 +1,576	+130%	+$344K	0.02%	790
2025 Q3	$262K	Buy	+1,213	New	+$255K	0.01%	815
2025 Q2	–	Sell	-1,569	Closed	-$304K	–	1077
2025 Q1	$304K	Buy	+1,569	New	+$312K	0.01%	760
2024 Q4	–	Sell	-2,083	Closed	-$413K	–	1102
2024 Q3	$413K	Sell	2,083 -1,102	-35%	-$210K	0.02%	725
2024 Q2	$581K	Buy	+3,185	New	+$573K	0.03%	645
2024 Q1	–	Sell	-2,839	Closed	-$484K	–	1031
2023 Q4	$484K	Buy	2,839 +1,106	+64%	+$178K	0.03%	624
2023 Q3	$269K	Buy	+1,733	New	+$281K	0.02%	737
2023 Q1	–	Sell	-2,389	Closed	-$363K	–	662
2022 Q4	$363K	Buy	+2,389	New	+$356K	0.04%	413
2022 Q3	–	Sell	-3,575	Closed	-$513K	–	621
2022 Q2	$513K	Buy	3,575 +2,103	+143%	+$320K	0.04%	406
2022 Q1	$239K	Sell	1,472 -2,135	-59%	-$344K	0.02%	498
2021 Q4	$620K	Buy	3,607 +1,635	+83%	+$269K	0.04%	373
2021 Q3	$303K	Sell	1,972 -3,971	-67%	-$633K	0.02%	429
2021 Q2	$920K	Buy	+5,943	New	+$912K	0.05%	301
2021 Q1	–	Sell	-6,958	Closed	-$982K	–	447
2020 Q4	$982K	Buy	+6,958	New	+$943K	0.05%	291
2020 Q3	–	Sell	-4,676	Closed	-$548K	–	363
2020 Q2	$548K	Buy	4,676 +223	+5%	+$25.4K	0.03%	271
2020 Q1	$460K	Sell	4,453 -1,648	-27%	-$197K	0.04%	257
2019 Q4	$761K	Buy	+6,101	New	+$738K	0.04%	252
2015 Q2	–	Sell	-8,347	Closed	-$672K	–	126
2015 Q1	$672K	Sell	8,347 -904	-10%	-$73.3K	0.87%	32
2014 Q4	$751K	Sell	9,251 -9,024	-49%	-$714K	1.72%	15
2014 Q3	$1.41M	Sell	18,275 -7,578	-29%	-$588K	1.23%	24
2014 Q2	$2.02M	Buy	+25,853	New	+$1.98M	1.28%	21

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

Edgestream Partners's VIG Position: Q1 2026 in Review

Edgestream Partners reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 55% in Q1 2026, selling an estimated $344K and leaving 1,248 shares worth $268K. The position accounts for 0.01% of the portfolio, ranked #816.

Edgestream Partners first reported a position in VIG in Q2 2014 and has held it in 22 quarters since. The position peaked at $2.02M in Q2 2014. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Edgestream Partners held 1,248 shares of Vanguard Dividend Appreciation ETF worth $268K as of Q1 2026.
Edgestream Partners sold 1,541 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $344K.
Vanguard Dividend Appreciation ETF made up 0.01% of Edgestream Partners's portfolio in Q1 2026, its #816 holding.
Edgestream Partners first reported a position in Vanguard Dividend Appreciation ETF in Q2 2014 and has held it in 22 quarters since.
Edgestream Partners's Vanguard Dividend Appreciation ETF position peaked at $2.02M in Q2 2014.
2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.