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Financial Consulate’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Financial Consulate’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 		$207K Buy
961
+4
+0.4% +$892 0.03% 148
2025
Q4 		$210K Sell
957
-76
-7% -$16.6K 0.03% 161
2025
Q3 		$223K Buy
+1,033
New +$217K 0.03% 154

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Financial Consulate's VIG Position: Q1 2026 in Review

Financial Consulate increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.42% in Q1 2026, buying an estimated $892 and bringing the position to 961 shares worth $207K. The position accounts for 0.03% of the portfolio, ranked #148.

Financial Consulate first reported a position in VIG in Q3 2025 and has held it in 3 quarters since. The position peaked at $223K in Q3 2025. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • Financial Consulate held 961 shares of Vanguard Dividend Appreciation ETF worth $207K as of Q1 2026.
  • Financial Consulate bought 4 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $892.
  • Vanguard Dividend Appreciation ETF made up 0.03% of Financial Consulate's portfolio in Q1 2026, its #148 holding.
  • Financial Consulate first reported a position in Vanguard Dividend Appreciation ETF in Q3 2025 and has held it in 3 quarters since.
  • Financial Consulate's Vanguard Dividend Appreciation ETF position peaked at $223K in Q3 2025.
  • 2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.