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

Financial Insights’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 		$4.81M Buy
22,357
+53
+0.2% +$11.8K 1.56% 13
2025
Q4 		$4.9M Sell
22,304
-20
-0.1% -$4.37K 1.64% 12
2025
Q3 		$4.82M Sell
22,324
-119
-0.5% -$25K 1.6% 14
2025
Q2 		$4.59M Sell
22,443
-246
-1% -$47.7K 1.68% 14
2025
Q1 		$4.4M Sell
22,689
-454
-2% -$90.3K 1.75% 15
2024
Q4 		$4.53M Sell
23,143
-1,062
-4% -$212K 1.68% 16
2024
Q3 		$4.79M Buy
24,205
+1,326
+6% +$252K 1.51% 16
2024
Q2 		$4.18M Sell
22,879
-355
-2% -$63.9K 1.16% 18
2024
Q1 		$4.24M Hold
23,234
– – 1.18% 19
2023
Q4 		$3.96M Hold
23,234
– – 1.24% 18
2023
Q3 		$3.56M Sell
23,234
-263
-1% -$42.6K 1.27% 16
2023
Q2 		$3.82M Sell
23,497
-1,288
-5% -$202K 1.4% 14
2023
Q1 		$3.82M Sell
24,785
-413
-2% -$63.3K 1.55% 14
2022
Q4 		$3.83M Sell
25,198
-164
-0.6% -$24.4K 1.81% 13
2022
Q3 		$3.43M Buy
25,362
+57
+0.2% +$8.48K 2.31% 8
2022
Q2 		$3.63M Sell
25,305
-15
-0.1% -$2.28K 3.68% 6
2022
Q1 		$4.11M Buy
25,320
+332
+1% +$53.6K 3.77% 6
2021
Q4 		$4.29M Sell
24,988
-32
-0.1% -$5.27K 3.7% 7
2021
Q3 		$3.84M Buy
25,020
+320
+1% +$51K 3.53% 8
2021
Q2 		$38.2M Buy
24,700
+38
+0.2% +$5.83K 3.17% 8
2021
Q1 		$3.63M Sell
24,662
-260
-1% -$37K 2.68% 12
2020
Q4 		$3.52M Buy
24,922
+209
+0.8% +$28.3K 2.73% 11
2020
Q3 		$3.18M Sell
24,713
-66,588
-73% -$8.38M 2.71% 12
2020
Q2 		$3.16K Buy
91,301
+52,363
+134% +$5.96M 2.81% 12
2020
Q1 		$4.03M Sell
38,938
-866
-2% -$103K 4.24% 8
2019
Q4 		$4.96M Buy
39,804
+4
+0% +$484 4.35% 8
2019
Q3 		$4.76M Buy
39,800
+934
+2% +$110K 4.56% 8
2019
Q2 		$4.49M Buy
38,866
+1,143
+3% +$128K 4.56% 9
2019
Q1 		$4.29M Sell
37,723
-4,982
-12% -$525K 4.47% 9
2018
Q4 		$4.45M Buy
+42,705
New +$4.45M 4.96% 9

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 Insights's VIG Position: Q1 2026 in Review

Financial Insights increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.24% in Q1 2026, buying an estimated $11.8K and bringing the position to 22,357 shares worth $4.81M. The position accounts for 1.56% of the portfolio, ranked #13.

Financial Insights first reported a position in VIG in Q4 2018 and has held it in 30 quarters since. The position peaked at $38.2M in Q2 2021. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • Financial Insights held 22,357 shares of Vanguard Dividend Appreciation ETF worth $4.81M as of Q1 2026.
  • Financial Insights bought 53 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $11.8K.
  • Vanguard Dividend Appreciation ETF made up 1.56% of Financial Insights's portfolio in Q1 2026, its #13 holding.
  • Financial Insights first reported a position in Vanguard Dividend Appreciation ETF in Q4 2018 and has held it in 30 quarters since.
  • Financial Insights's Vanguard Dividend Appreciation ETF position peaked at $38.2M in Q2 2021.
  • 2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Financial Insights's 13F filing for Q1 2026, filed 19 May 2026.