Financial Management Network’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Financial Management Network’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	$3.88M	Sell	17,409 -1,049	-6%	-$234K	0.59%	40
2025 Q4	$4.07M	Buy	18,458 +19	+0.1%	+$4.15K	0.64%	39
2025 Q3	$4.02M	Buy	18,439 +89	+0.5%	+$18.7K	0.66%	39
2025 Q2	$3.81M	Buy	18,350 +20	+0.1%	+$3.88K	0.68%	39
2025 Q1	$3.22M	Buy	18,330 +88	+0.5%	+$17.5K	0.72%	35
2024 Q4	$3.58M	Sell	18,242 -68	-0.4%	-$13.6K	0.74%	33
2024 Q3	$3.61M	Sell	18,310 -23	-0.1%	-$4.38K	0.76%	31
2024 Q2	$3.37M	Sell	18,333 -145	-0.8%	-$26.1K	0.81%	27
2024 Q1	$3.29M	Sell	18,478 -221	-1%	-$38.8K	0.83%	28
2023 Q4	$3.15M	Sell	18,699 -1,697	-8%	-$273K	0.92%	25
2023 Q3	$3.14M	Sell	20,396 -858	-4%	-$139K	1.04%	21
2023 Q2	$3.45M	Sell	21,254 -639	-3%	-$100K	1.2%	20
2023 Q1	$3.37M	Sell	21,893 -900	-4%	-$138K	1.35%	19
2022 Q4	$3.48M	Sell	22,793 -221	-1%	-$32.9K	1.55%	13
2022 Q3	$3.27M	Sell	23,014 -428	-2%	-$63.7K	1.62%	12
2022 Q2	$3.4M	Buy	23,442 +217	+0.9%	+$33K	1.81%	13
2022 Q1	$3.79M	Buy	23,225 +129	+0.6%	+$20.8K	1.92%	12
2021 Q4	$3.98M	Buy	23,096 +245	+1%	+$40.4K	1.82%	13
2021 Q3	$3.51M	Buy	22,851 +422	+2%	+$67.2K	1.78%	12
2021 Q2	$3.52M	Sell	22,429 -647	-3%	-$99.3K	1.79%	14
2021 Q1	$3.56M	Buy	23,076 +711	+3%	+$101K	1.84%	13
2020 Q4	$3.18M	Buy	+22,365	New	+$3.03M	1.95%	13

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

Financial Management Network's VIG Position: Q1 2026 in Review

Financial Management Network reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 5.7% in Q1 2026, selling an estimated $234K and leaving 17,409 shares worth $3.88M. The position accounts for 0.59% of the portfolio, ranked #40.

Financial Management Network first reported a position in VIG in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.07M in Q4 2025. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Financial Management Network held 17,409 shares of Vanguard Dividend Appreciation ETF worth $3.88M as of Q1 2026.
Financial Management Network sold 1,049 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $234K.
Vanguard Dividend Appreciation ETF made up 0.59% of Financial Management Network's portfolio in Q1 2026, its #40 holding.
Financial Management Network first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 22 quarters since.
Financial Management Network's Vanguard Dividend Appreciation ETF position peaked at $4.07M in Q4 2025.
2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Financial Management Network's 13F filing for Q1 2026, filed 17 Apr 2026.