Fiduciary Family Office’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Fiduciary Family Office’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	$1.24M	Sell	5,766 -448	-7%	-$99.9K	0.35%	59
2025 Q4	$1.37M	Hold	6,214	–	–	0.39%	45
2025 Q3	$1.34M	Sell	6,214 -861	-12%	-$181K	0.38%	47
2025 Q2	$1.45M	Buy	7,075 +775	+12%	+$150K	0.47%	42
2025 Q1	$1.22M	Buy	+6,300	New	+$1.25M	0.41%	48
2024 Q4	–	Sell	-9,850	Closed	-$1.95M	–	247
2024 Q3	$1.95M	Hold	9,850	–	–	0.64%	28
2024 Q2	$1.8M	Hold	9,850	–	–	0.71%	30
2024 Q1	$1.8M	Hold	9,850	–	–	0.71%	32
2023 Q4	$1.68M	Buy	+9,850	New	+$1.58M	0.73%	21

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

Fiduciary Family Office's VIG Position: Q1 2026 in Review

Fiduciary Family Office reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 7.2% in Q1 2026, selling an estimated $99.9K and leaving 5,766 shares worth $1.24M. The position accounts for 0.35% of the portfolio, ranked #59.

Fiduciary Family Office first reported a position in VIG in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.95M in Q3 2024. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Fiduciary Family Office held 5,766 shares of Vanguard Dividend Appreciation ETF worth $1.24M as of Q1 2026.
Fiduciary Family Office sold 448 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $99.9K.
Vanguard Dividend Appreciation ETF made up 0.35% of Fiduciary Family Office's portfolio in Q1 2026, its #59 holding.
Fiduciary Family Office first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 9 quarters since.
Fiduciary Family Office's Vanguard Dividend Appreciation ETF position peaked at $1.95M in Q3 2024.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Fiduciary Family Office's 13F filing for Q1 2026, filed 14 May 2026.