FWI
VIG icon

Facet Wealth Inc’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Facet Wealth Inc’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 		$2.57M Buy
11,943
+3,706
+45% +$826K 0.04% 70
2025
Q4 		$1.84M Buy
8,237
+3,063
+59% +$669K 0.03% 75
2025
Q3 		$1.12M Buy
5,174
+1,363
+36% +$286K 0.02% 80
2025
Q2 		$785K Buy
3,811
+523
+16% +$101K 0.02% 81
2025
Q1 		$633K Buy
3,288
+488
+17% +$97K 0.02% 81
2024
Q4 		$565K Buy
2,800
+70
+3% +$14K 0.02% 84
2024
Q3 		$532K Sell
2,730
-346
-11% -$65.9K 0.02% 87
2024
Q2 		$579K Buy
3,076
+705
+30% +$127K 0.02% 75
2024
Q1 		$422K Sell
2,371
-1,149
-33% -$202K 0.01% 78
2023
Q4 		$613K Buy
3,520
+577
+20% +$92.8K 0.02% 65
2023
Q3 		$451K Buy
2,943
+265
+10% +$43K 0.02% 63
2023
Q2 		$442K Sell
2,678
-91
-3% -$14.3K 0.02% 65
2023
Q1 		$427K Sell
2,769
-75
-3% -$11.5K 0.03% 55
2022
Q4 		$442K Buy
2,844
+72
+3% +$10.7K 0.03% 48
2022
Q3 		$410K Buy
2,772
+2
+0.1% +$298 0.03% 48
2022
Q2 		$397K Buy
2,770
+846
+44% +$129K 0.03% 51
2022
Q1 		$312K Sell
1,924
-261
-12% -$42.1K 0.03% 54
2021
Q4 		$375K Buy
+2,185
New +$360K 0.03% 52

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

Facet Wealth Inc's VIG Position: Q1 2026 in Review

Facet Wealth Inc increased its Vanguard Dividend Appreciation ETF (VIG) stake by 45% in Q1 2026, buying an estimated $826K and bringing the position to 11,943 shares worth $2.57M. The position accounts for 0.04% of the portfolio, ranked #70.

Facet Wealth Inc 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.

  • Facet Wealth Inc held 11,943 shares of Vanguard Dividend Appreciation ETF worth $2.57M as of Q1 2026.
  • Facet Wealth Inc bought 3,706 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $826K.
  • Vanguard Dividend Appreciation ETF made up 0.04% of Facet Wealth Inc's portfolio in Q1 2026, its #70 holding.
  • Facet Wealth Inc 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 Facet Wealth Inc's 13F filing for Q1 2026, filed 7 May 2026.