Evexia Wealth’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Evexia Wealth’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	$1.33M	Buy	5,954 +255	+4%	+$56.8K	0.37%	41
2025 Q4	$1.28M	Buy	5,699 +527	+10%	+$115K	0.36%	41
2025 Q3	$1.11M	Buy	5,172 +919	+22%	+$193K	0.33%	45
2025 Q2	$877K	Buy	+4,253	New	+$824K	0.28%	48

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 $17.8B AUM 24.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Evexia Wealth's VIG Position: Q1 2026 in Review

Evexia Wealth increased its Vanguard Dividend Appreciation ETF (VIG) stake by 4.5% in Q1 2026, buying an estimated $56.8K and bringing the position to 5,954 shares worth $1.33M. The position accounts for 0.37% of the portfolio, ranked #41.

Evexia Wealth first reported a position in VIG in Q2 2025 and has held it in 4 quarters since. 2,515 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Evexia Wealth held 5,954 shares of Vanguard Dividend Appreciation ETF worth $1.33M as of Q1 2026.
Evexia Wealth bought 255 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $56.8K.
Vanguard Dividend Appreciation ETF made up 0.37% of Evexia Wealth's portfolio in Q1 2026, its #41 holding.
Evexia Wealth first reported a position in Vanguard Dividend Appreciation ETF in Q2 2025 and has held it in 4 quarters since.
2,515 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Evexia Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.