Evelyn Partners Asset Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Evelyn Partners Asset 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	$320K	Buy	1,490 +500	+51%	+$111K	0.08%	88
2025 Q4	$218K	Hold	990	–	–	0.05%	103
2025 Q3	$214K	Hold	990	–	–	0.05%	99
2025 Q2	$203K	Hold	990	–	–	0.05%	97
2025 Q1	$192K	Sell	990 -24	-2%	-$4.77K	0.05%	95
2024 Q4	$199K	Buy	+1,014	New	+$202K	0.05%	96

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

Evelyn Partners Asset Management's VIG Position: Q1 2026 in Review

Evelyn Partners Asset Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 51% in Q1 2026, buying an estimated $111K and bringing the position to 1,490 shares worth $320K. The position accounts for 0.08% of the portfolio, ranked #88.

Evelyn Partners Asset Management first reported a position in VIG in Q4 2024 and has held it in 6 quarters since. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Evelyn Partners Asset Management held 1,490 shares of Vanguard Dividend Appreciation ETF worth $320K as of Q1 2026.
Evelyn Partners Asset Management bought 500 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $111K.
Vanguard Dividend Appreciation ETF made up 0.08% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #88 holding.
Evelyn Partners Asset Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 6 quarters since.
2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.