Finer Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Finer Wealth Management’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	$430K	Hold	2,000	–	–	0.22%	64
2025 Q4	$440K	Hold	2,000	–	–	0.21%	62
2025 Q3	$432K	Hold	2,000	–	–	0.22%	59
2025 Q2	$409K	Hold	2,000	–	–	0.22%	59
2025 Q1	$388K	Hold	2,000	–	–	0.23%	63
2024 Q4	$392K	Hold	2,000	–	–	0.22%	67
2024 Q3	$396K	Hold	2,000	–	–	0.24%	62
2024 Q2	$365K	Sell	2,000 -83	-4%	-$14.9K	0.24%	64
2024 Q1	$380K	Hold	2,083	–	–	0.25%	62
2023 Q4	$355K	Hold	2,083	–	–	0.26%	63
2023 Q3	$324K	Hold	2,083	–	–	0.26%	61
2023 Q2	$338K	Hold	2,083	–	–	0.26%	62
2023 Q1	$321K	Hold	2,083	–	–	0.27%	67
2022 Q4	$316K	Hold	2,083	–	–	0.3%	65
2022 Q3	$282K	Hold	2,083	–	–	0.28%	66
2022 Q2	$299K	Sell	2,083 -250	-11%	-$38K	0.27%	69
2022 Q1	$378K	Hold	2,333	–	–	0.31%	64
2021 Q4	$401K	Buy	+2,333	New	+$385K	0.33%	62

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

Finer Wealth Management's VIG Position: Q1 2026 in Review

Finer Wealth Management held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q1 2026 at 2,000 shares worth $430K. The position accounts for 0.22% of the portfolio, ranked #64.

Finer Wealth Management first reported a position in VIG in Q4 2021 and has held it in 18 quarters since. The position peaked at $440K in Q4 2025. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Finer Wealth Management held 2,000 shares of Vanguard Dividend Appreciation ETF worth $430K as of Q1 2026.
Finer Wealth Management left its Vanguard Dividend Appreciation ETF share count unchanged in Q1 2026.
Vanguard Dividend Appreciation ETF made up 0.22% of Finer Wealth Management's portfolio in Q1 2026, its #64 holding.
Finer Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 18 quarters since.
Finer Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $440K in Q4 2025.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Finer Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.