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

Fiduciary 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	$1.22M	Sell	5,683 -323	-5%	-$72K	0.1%	144
2025 Q4	$1.32M	Buy	6,006 +405	+7%	+$88.5K	0.11%	139
2025 Q3	$1.21M	Hold	5,601	–	–	0.11%	143
2025 Q2	$1.15M	Sell	5,601 -119	-2%	-$23.1K	0.11%	149
2025 Q1	$1.11M	Buy	5,720 +809	+16%	+$161K	0.11%	145
2024 Q4	$962K	Sell	4,911 -135	-3%	-$27K	0.1%	152
2024 Q3	$999K	Hold	5,046	–	–	0.1%	146
2024 Q2	$921K	Hold	5,046	–	–	0.1%	146
2024 Q1	$921K	Buy	5,046 +249	+5%	+$43.7K	0.1%	145
2023 Q4	$817K	Hold	4,797	–	–	0.1%	142
2023 Q3	$745K	Sell	4,797 -20	-0.4%	-$3.24K	0.1%	132
2023 Q2	$782K	Buy	4,817 +7	+0.1%	+$1.1K	0.1%	131
2023 Q1	$741K	Buy	4,810 +128	+3%	+$19.6K	0.1%	133
2022 Q4	$711K	Hold	4,682	–	–	0.09%	134
2022 Q3	$718K	Buy	4,682 +162	+4%	+$24.1K	0.09%	132
2022 Q2	$704K	Sell	4,520 -166	-4%	-$25.3K	0.09%	134
2022 Q1	$694K	Buy	4,686 +203	+5%	+$32.8K	0.09%	128
2021 Q4	$770K	Sell	4,483 -18	-0.4%	-$2.97K	0.09%	130
2021 Q3	$740K	Sell	4,501 -284	-6%	-$45.3K	0.08%	132
2021 Q2	$763K	Buy	4,785 +373	+8%	+$57.2K	0.09%	126
2021 Q1	$675K	Sell	4,412 -207	-4%	-$29.4K	0.08%	135
2020 Q4	$661K	Sell	4,619 -200	-4%	-$27.1K	0.09%	129
2020 Q3	$620K	Sell	4,819 -99	-2%	-$12.5K	0.09%	127
2020 Q2	$576K	Sell	4,918 -855	-15%	-$97.3K	0.1%	125
2020 Q1	$597K	Buy	5,773 +316	+6%	+$37.7K	0.12%	110
2019 Q4	$680K	Sell	5,457 -8	-0.1%	-$968	0.11%	115
2019 Q3	$654K	Hold	5,465	–	–	0.11%	112
2019 Q2	$629K	Sell	5,465 -137	-2%	-$15.4K	0.11%	115
2019 Q1	$614K	Sell	5,602 -115	-2%	-$12.1K	0.11%	113
2018 Q4	$560K	Hold	5,717	–	–	0.12%	111
2018 Q3	$633K	Hold	5,717	–	–	0.12%	109
2018 Q2	$581K	Hold	5,717	–	–	0.12%	110
2018 Q1	$578K	Sell	5,717 -146	-2%	-$15.1K	0.13%	114
2017 Q4	$598K	Buy	5,863 +114	+2%	+$11.2K	0.13%	113
2017 Q3	$545K	Buy	5,749 +134	+2%	+$12.5K	0.12%	116
2017 Q2	$520K	Sell	5,615 -314	-5%	-$28.8K	0.12%	119
2017 Q1	$533K	Hold	5,929	–	–	0.13%	122
2016 Q4	$505K	Sell	5,929 -263	-4%	-$22.1K	0.13%	124
2016 Q3	$520K	Buy	6,192 +112	+2%	+$9.49K	0.14%	121
2016 Q2	$506K	Sell	6,080 -979	-14%	-$80K	0.14%	121
2016 Q1	$574K	Sell	7,059 -784	-10%	-$60.1K	0.17%	115
2015 Q4	$610K	Sell	7,843 -3,469	-31%	-$271K	0.18%	107
2015 Q3	$834K	Buy	11,312 +962	+9%	+$74.5K	0.28%	97
2015 Q2	$813K	Buy	+10,350	New	+$839K	0.26%	108

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 Group's VIG Position: Q1 2026 in Review

Fiduciary Group reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 5.4% in Q1 2026, selling an estimated $72K and leaving 5,683 shares worth $1.22M. The position accounts for 0.1% of the portfolio, ranked #144.

Fiduciary Group first reported a position in VIG in Q2 2015 and has held it in 44 quarters since. The position peaked at $1.32M in Q4 2025. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Fiduciary Group held 5,683 shares of Vanguard Dividend Appreciation ETF worth $1.22M as of Q1 2026.
Fiduciary Group sold 323 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $72K.
Vanguard Dividend Appreciation ETF made up 0.1% of Fiduciary Group's portfolio in Q1 2026, its #144 holding.
Fiduciary Group first reported a position in Vanguard Dividend Appreciation ETF in Q2 2015 and has held it in 44 quarters since.
Fiduciary Group's Vanguard Dividend Appreciation ETF position peaked at $1.32M in Q4 2025.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Fiduciary Group's 13F filing for Q1 2026, filed 11 May 2026.