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Emerald Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Emerald Advisors’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 		$2.68M Buy
12,449
+1,002
+9% +$223K 0.33% 17
2025
Q4 		$2.52M Buy
11,447
+833
+8% +$182K 0.34% 19
2025
Q3 		$2.29M Buy
10,614
+201
+2% +$42.2K 0.3% 19
2025
Q2 		$2.13M Buy
10,413
+491
+5% +$95.2K 0.27% 18
2025
Q1 		$1.92M Buy
9,922
+903
+10% +$180K 0.26% 17
2024
Q4 		$1.77M Sell
9,019
-1
-0% -$200 0.24% 21
2024
Q3 		$1.82M Sell
9,020
-124
-1% -$23.6K 0.26% 19
2024
Q2 		$1.67M Buy
9,144
+411
+5% +$74K 0.25% 18
2024
Q1 		$1.59M Buy
8,733
+311
+4% +$54.6K 0.28% 19
2023
Q4 		$1.44M Buy
8,422
+235
+3% +$37.8K 0.27% 18
2023
Q3 		$1.27M Buy
8,187
+154
+2% +$25K 0.3% 17
2023
Q2 		$1.3M Buy
8,033
+699
+10% +$109K 0.31% 18
2023
Q1 		$1.13M Buy
7,334
+585
+9% +$89.6K 0.29% 19
2022
Q4 		$1.02M Sell
6,749
-186
-3% -$27.7K 0.28% 19
2022
Q3 		$937K Buy
6,935
+123
+2% +$18.3K 0.27% 21
2022
Q2 		$977K Buy
6,812
+544
+9% +$82.8K 0.27% 26
2022
Q1 		$1.02M Buy
6,268
+615
+11% +$99.2K 0.24% 26
2021
Q4 		$971K Buy
+5,653
New +$932K 0.23% 27

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

Emerald Advisors's VIG Position: Q1 2026 in Review

Emerald Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 8.8% in Q1 2026, buying an estimated $223K and bringing the position to 12,449 shares worth $2.68M. The position accounts for 0.33% of the portfolio, ranked #17.

Emerald Advisors first reported a position in VIG in Q4 2021 and has held it in 18 quarters since. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • Emerald Advisors held 12,449 shares of Vanguard Dividend Appreciation ETF worth $2.68M as of Q1 2026.
  • Emerald Advisors bought 1,002 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $223K.
  • Vanguard Dividend Appreciation ETF made up 0.33% of Emerald Advisors's portfolio in Q1 2026, its #17 holding.
  • Emerald Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 18 quarters since.
  • 2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Emerald Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.