Evernest Financial Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Evernest Financial 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	$1.3M	Buy	5,755 +15	+0.3%	+$3.34K	0.27%	55
2025 Q4	$1.32M	Buy	5,740 +30	+0.5%	+$6.55K	0.28%	59
2025 Q3	$1.23M	Buy	5,710 +16	+0.3%	+$3.36K	0.35%	57
2025 Q2	$1.17M	Hold	5,694	–	–	0.38%	56
2025 Q1	$1.1M	Buy	5,694 +19	+0.3%	+$3.78K	0.4%	57
2024 Q4	$1.11M	Buy	5,675 +32	+0.6%	+$6.39K	0.29%	62
2024 Q3	$1.12M	Buy	5,643 +18	+0.3%	+$3.43K	0.3%	58
2024 Q2	$1.03M	Hold	5,625	–	–	0.46%	50
2024 Q1	$980K	Sell	5,625 -1,791	-24%	-$315K	0.46%	48
2023 Q4	$1.26M	Buy	+7,416	New	+$1.19M	0.64%	36
2021 Q4	$986K	Buy	+5,609	New	+$925K	0.51%	43

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

Evernest Financial Advisors's VIG Position: Q1 2026 in Review

Evernest Financial Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.26% in Q1 2026, buying an estimated $3.34K and bringing the position to 5,755 shares worth $1.3M. The position accounts for 0.27% of the portfolio, ranked #55.

Evernest Financial Advisors first reported a position in VIG in Q4 2021 and has held it in 11 quarters since. The position peaked at $1.32M in Q4 2025. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Evernest Financial Advisors held 5,755 shares of Vanguard Dividend Appreciation ETF worth $1.3M as of Q1 2026.
Evernest Financial Advisors bought 15 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $3.34K.
Vanguard Dividend Appreciation ETF made up 0.27% of Evernest Financial Advisors's portfolio in Q1 2026, its #55 holding.
Evernest Financial Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 11 quarters since.
Evernest Financial Advisors's Vanguard Dividend Appreciation ETF position peaked at $1.32M in Q4 2025.
2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Evernest Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.