Elite Financial’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Elite Financial’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	$395K	Buy	1,839 +4	+0.2%	+$892	0.18%	42
2025 Q4	$403K	Buy	1,835 +3	+0.2%	+$655	0.18%	40
2025 Q3	$398K	Buy	1,832 +4	+0.2%	+$840	0.18%	40
2025 Q2	$378K	Buy	1,828 +4	+0.2%	+$775	0.19%	42
2025 Q1	$353K	Buy	1,824 +4	+0.2%	+$795	0.19%	41
2024 Q4	$356K	Buy	+1,820	New	+$363K	0.19%	39

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

Elite Financial's VIG Position: Q1 2026 in Review

Elite Financial increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.22% in Q1 2026, buying an estimated $892 and bringing the position to 1,839 shares worth $395K. The position accounts for 0.18% of the portfolio, ranked #42.

Elite Financial first reported a position in VIG in Q4 2024 and has held it in 6 quarters since. The position peaked at $403K in Q4 2025. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Elite Financial held 1,839 shares of Vanguard Dividend Appreciation ETF worth $395K as of Q1 2026.
Elite Financial bought 4 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $892.
Vanguard Dividend Appreciation ETF made up 0.18% of Elite Financial's portfolio in Q1 2026, its #42 holding.
Elite Financial first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 6 quarters since.
Elite Financial's Vanguard Dividend Appreciation ETF position peaked at $403K in Q4 2025.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Elite Financial's 13F filing for Q1 2026, filed 12 May 2026.