First Western Trust Bank’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

First Western Trust Bank’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	$420K	Sell	1,954 -208	-10%	-$46.4K	0.02%	144
2025 Q4	$475K	Sell	2,162 -24	-1%	-$5.24K	0.02%	127
2025 Q3	$472K	Sell	2,186 -321	-13%	-$67.4K	0.02%	123
2025 Q2	$513K	Hold	2,507	–	–	0.02%	115
2025 Q1	$486K	Buy	2,507 +88	+4%	+$17.5K	0.02%	117
2024 Q4	$474K	Hold	2,419	–	–	0.02%	123
2024 Q3	$479K	Hold	2,419	–	–	0.02%	130
2024 Q2	$442K	Sell	2,419 -150	-6%	-$27K	0.02%	131
2024 Q1	$469K	Sell	2,569 -181	-7%	-$31.8K	0.02%	127
2023 Q4	$469K	Sell	2,750 -94	-3%	-$15.1K	0.02%	129
2023 Q3	$442K	Hold	2,844	–	–	0.02%	124
2023 Q2	$462K	Buy	2,844 +264	+10%	+$41.3K	0.02%	127
2023 Q1	$397K	Buy	2,580 +829	+47%	+$127K	0.02%	138
2022 Q4	$266K	Hold	1,751	–	–	0.02%	166
2022 Q3	$237K	Hold	1,751	–	–	0.02%	156
2022 Q2	$252K	Buy	+1,751	New	+$267K	0.02%	153

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

First Western Trust Bank's VIG Position: Q1 2026 in Review

First Western Trust Bank reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 9.6% in Q1 2026, selling an estimated $46.4K and leaving 1,954 shares worth $420K. The position accounts for 0.02% of the portfolio, ranked #144.

First Western Trust Bank first reported a position in VIG in Q2 2022 and has held it in 16 quarters since. The position peaked at $513K in Q2 2025. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

First Western Trust Bank held 1,954 shares of Vanguard Dividend Appreciation ETF worth $420K as of Q1 2026.
First Western Trust Bank sold 208 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $46.4K.
Vanguard Dividend Appreciation ETF made up 0.02% of First Western Trust Bank's portfolio in Q1 2026, its #144 holding.
First Western Trust Bank first reported a position in Vanguard Dividend Appreciation ETF in Q2 2022 and has held it in 16 quarters since.
First Western Trust Bank's Vanguard Dividend Appreciation ETF position peaked at $513K in Q2 2025.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on First Western Trust Bank's 13F filing for Q1 2026, filed 12 May 2026.