Financially in Tune’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Financially in Tune’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	$2.05M	Sell	9,517 -290	-3%	-$64.7K	1.76%	13
2025 Q4	$2.16M	Buy	+9,807	New	+$2.14M	2.01%	11

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

Financially in Tune's VIG Position: Q1 2026 in Review

Financially in Tune reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 3% in Q1 2026, selling an estimated $64.7K and leaving 9,517 shares worth $2.05M. The position accounts for 1.76% of the portfolio, ranked #13.

Financially in Tune first reported a position in VIG in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.16M in Q4 2025. 2,526 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Financially in Tune held 9,517 shares of Vanguard Dividend Appreciation ETF worth $2.05M as of Q1 2026.
Financially in Tune sold 290 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $64.7K.
Vanguard Dividend Appreciation ETF made up 1.76% of Financially in Tune's portfolio in Q1 2026, its #13 holding.
Financially in Tune first reported a position in Vanguard Dividend Appreciation ETF in Q4 2025 and has held it in 2 quarters since.
Financially in Tune's Vanguard Dividend Appreciation ETF position peaked at $2.16M in Q4 2025.
2,526 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Financially in Tune's 13F filing for Q1 2026, filed 22 Apr 2026.