Financial Connections Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Financial Connections 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	$308K	Buy	1,434 +299	+26%	+$66.7K	0.11%	57
2025 Q4	$249K	Sell	1,135 -4	-0.4%	-$874	0.09%	60
2025 Q3	$245K	Sell	1,139 -56	-5%	-$11.8K	0.1%	60
2025 Q2	$244K	Hold	1,195	–	–	0.1%	51
2025 Q1	$231K	Sell	1,195 -2	-0.2%	-$398	0.1%	51
2024 Q4	$234K	Hold	1,197	–	–	0.11%	47
2024 Q3	$237K	Hold	1,197	–	–	0.12%	45
2024 Q2	$218K	Buy	+1,197	New	+$215K	0.11%	47
2024 Q1	–	Sell	-1,212	Closed	-$206K	–	264
2023 Q4	$206K	Buy	+1,212	New	+$195K	0.13%	53
2023 Q3	–	Sell	-1,220	Closed	-$198K	–	232
2023 Q2	$198K	Sell	1,220 -86	-7%	-$13.5K	0.13%	57
2023 Q1	$201K	Sell	1,306 -127	-9%	-$19.5K	0.14%	49
2022 Q4	$217K	Sell	1,433 -156	-10%	-$23.3K	0.17%	46
2022 Q3	$214K	Sell	1,589 -4	-0.3%	-$595	0.18%	41
2022 Q2	$228K	Sell	1,593 -52	-3%	-$7.91K	0.2%	45
2022 Q1	$266K	Sell	1,645 -8	-0.5%	-$1.29K	0.27%	40
2021 Q4	$283K	Buy	+1,653	New	+$272K	0.28%	39

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $672B AUM 33.48% 1-Year Est. Return

Financial Connections Group's VIG Position: Q1 2026 in Review

Financial Connections Group increased its Vanguard Dividend Appreciation ETF (VIG) stake by 26% in Q1 2026, buying an estimated $66.7K and bringing the position to 1,434 shares worth $308K. The position accounts for 0.11% of the portfolio, ranked #57.

Financial Connections Group first reported a position in VIG in Q4 2021 and has held it in 16 quarters since. 2,526 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Financial Connections Group held 1,434 shares of Vanguard Dividend Appreciation ETF worth $308K as of Q1 2026.
Financial Connections Group bought 299 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $66.7K.
Vanguard Dividend Appreciation ETF made up 0.11% of Financial Connections Group's portfolio in Q1 2026, its #57 holding.
Financial Connections Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 16 quarters since.
2,526 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Financial Connections Group's 13F filing for Q1 2026, filed 1 May 2026.