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

EPG 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 		$291K Buy
1,353
+5
+0.4% +$1.11K 0.08% 164
2025
Q4 		$296K Buy
1,348
+9
+0.7% +$1.97K 0.08% 161
2025
Q3 		$289K Sell
1,339
-45
-3% -$9.45K 0.08% 165
2025
Q2 		$283K Hold
1,384
– – 0.09% 164
2025
Q1 		$269K Sell
1,384
-44
-3% -$8.75K 0.07% 202
2024
Q4 		$280K Sell
1,428
-678
-32% -$135K 0.07% 201
2024
Q3 		$417K Buy
+2,106
New +$401K 0.11% 175
2024
Q2 		– Sell
-2,734
Closed -$492K – 174
2024
Q1 		$499K Sell
2,734
-35
-1% -$6.15K 0.12% 168
2023
Q4 		$481K Buy
2,769
+296
+12% +$47.6K 0.13% 163
2023
Q3 		$384K Buy
2,473
+4
+0.2% +$648 0.12% 172
2023
Q2 		$401K Buy
2,469
+200
+9% +$31.3K 0.12% 164
2023
Q1 		$349K Buy
2,269
+41
+2% +$6.28K 0.11% 172
2022
Q4 		$338K Buy
2,228
+107
+5% +$15.9K 0.13% 143
2022
Q3 		$287K Buy
2,121
+4
+0.2% +$595 0.12% 160
2022
Q2 		$304K Sell
2,117
-201
-9% -$30.6K 0.13% 157
2022
Q1 		$376K Buy
2,318
+527
+29% +$85K 0.13% 146
2021
Q4 		$308K Buy
1,791
+4
+0.2% +$659 0.11% 168
2021
Q3 		$274K Buy
1,787
+4
+0.2% +$637 0.11% 167
2021
Q2 		$276K Sell
1,783
-95
-5% -$14.6K 0.12% 161
2021
Q1 		$276K Buy
1,878
+153
+9% +$21.8K 0.13% 146
2020
Q4 		$244K Buy
1,725
+57
+3% +$7.72K 0.15% 128
2020
Q3 		$215K Buy
+1,668
New +$210K 0.16% 118
2020
Q2 		– Sell
-1,836
Closed -$190K – 744
2020
Q1 		$190K Sell
1,836
-370
-17% -$44.1K 0.14% 127
2019
Q4 		$275K Buy
+2,206
New +$267K 0.2% 83

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

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

EPG Wealth Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.37% in Q1 2026, buying an estimated $1.11K and bringing the position to 1,353 shares worth $291K. The position accounts for 0.08% of the portfolio, ranked #164.

EPG Wealth Management first reported a position in VIG in Q4 2019 and has held it in 24 quarters since. The position peaked at $499K in Q1 2024. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • EPG Wealth Management held 1,353 shares of Vanguard Dividend Appreciation ETF worth $291K as of Q1 2026.
  • EPG Wealth Management bought 5 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $1.11K.
  • Vanguard Dividend Appreciation ETF made up 0.08% of EPG Wealth Management's portfolio in Q1 2026, its #164 holding.
  • EPG Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and has held it in 24 quarters since.
  • EPG Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $499K in Q1 2024.
  • 2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on EPG Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.