Fairman Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Fairman Group’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	$375K	Sell	1,743 -27	-2%	-$6.02K	0.32%	40
2025 Q4	$389K	Buy	1,770 +14	+0.8%	+$3.06K	0.31%	39
2025 Q3	$381K	Buy	1,756 +7	+0.4%	+$1.47K	0.31%	38
2025 Q2	$360K	Hold	1,749	–	–	0.3%	36
2025 Q1	$341K	Buy	1,749 +8	+0.5%	+$1.59K	0.31%	37
2024 Q4	$341K	Buy	1,741 +14	+0.8%	+$2.79K	0.28%	37
2024 Q3	$344K	Buy	1,727 +8	+0.5%	+$1.52K	0.31%	36
2024 Q2	$315K	Hold	1,719	–	–	0.32%	35
2024 Q1	$314K	Buy	1,719 +7	+0.4%	+$1.23K	0.3%	35
2023 Q4	$292K	Buy	+1,712	New	+$275K	0.28%	35

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

Fairman Group's VIG Position: Q1 2026 in Review

Fairman Group reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 1.5% in Q1 2026, selling an estimated $6.02K and leaving 1,743 shares worth $375K. The position accounts for 0.32% of the portfolio, ranked #40.

Fairman Group first reported a position in VIG in Q4 2023 and has held it in 10 quarters since. The position peaked at $389K in Q4 2025. 2,515 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Fairman Group held 1,743 shares of Vanguard Dividend Appreciation ETF worth $375K as of Q1 2026.
Fairman Group sold 27 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $6.02K.
Vanguard Dividend Appreciation ETF made up 0.32% of Fairman Group's portfolio in Q1 2026, its #40 holding.
Fairman Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 10 quarters since.
Fairman Group's Vanguard Dividend Appreciation ETF position peaked at $389K in Q4 2025.
2,515 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Fairman Group's 13F filing for Q1 2026, filed 23 Apr 2026.