Fiduciary Wealth Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Fiduciary Wealth Partners’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	$220K	Hold	1,021	–	–	0.14%	54
2025 Q4	$224K	Hold	1,021	–	–	0.09%	81
2025 Q3	$220K	Buy	+1,021	New	+$214K	0.09%	82
2017 Q3	–	Sell	-1,476	Closed	-$137K	–	10
2017 Q2	$137K	Sell	1,476 -1,363	-48%	-$125K	0.17%	11
2017 Q1	$255K	Sell	2,839 -778	-22%	-$68.9K	0.26%	12
2016 Q4	$310K	Sell	3,617 -283	-7%	-$23.8K	0.31%	10
2016 Q3	$327K	Buy	3,900 +13	+0.3%	+$1.1K	0.33%	11
2016 Q2	$324K	Sell	3,887 -1,661	-30%	-$136K	0.34%	10
2016 Q1	$451K	Buy	5,548 +15	+0.3%	+$1.15K	0.47%	10
2015 Q4	$430K	Buy	+5,533	New	+$432K	0.38%	9

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 Wealth Partners's VIG Position: Q1 2026 in Review

Fiduciary Wealth Partners held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q1 2026 at 1,021 shares worth $220K. The position accounts for 0.14% of the portfolio, ranked #54.

Fiduciary Wealth Partners first reported a position in VIG in Q4 2015 and has held it in 10 quarters since. The position peaked at $451K in Q1 2016. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Fiduciary Wealth Partners held 1,021 shares of Vanguard Dividend Appreciation ETF worth $220K as of Q1 2026.
Fiduciary Wealth Partners left its Vanguard Dividend Appreciation ETF share count unchanged in Q1 2026.
Vanguard Dividend Appreciation ETF made up 0.14% of Fiduciary Wealth Partners's portfolio in Q1 2026, its #54 holding.
Fiduciary Wealth Partners first reported a position in Vanguard Dividend Appreciation ETF in Q4 2015 and has held it in 10 quarters since.
Fiduciary Wealth Partners's Vanguard Dividend Appreciation ETF position peaked at $451K in Q1 2016.
2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Fiduciary Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.