Focus Partners Wealth’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Focus Partners Wealth’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	$148M	Sell	688,702 -131	-0%	-$29.2K	0.16%	133
2025 Q4	$151M	Sell	688,833 -18,648	-3%	-$4.07M	0.17%	116
2025 Q3	$153M	Buy	707,481 +50,238	+8%	+$10.5M	0.25%	75
2025 Q2	$135M	Buy	657,243 +62,307	+10%	+$12.1M	0.29%	67
2025 Q1	$115M	Buy	594,936 +51,059	+9%	+$10.2M	0.29%	71
2024 Q4	$107M	Sell	543,877 -310,155	-36%	-$61.9M	0.28%	75
2024 Q3	$161M	Sell	854,032 -444,834	-34%	-$84.7M	0.51%	39
2024 Q2	$237M	Buy	1,298,866 +647,048	+99%	+$116M	0.8%	24
2024 Q1	$119M	Sell	651,818 -29,546	-4%	-$5.19M	0.97%	16
2023 Q4	$116M	Buy	+681,364	New	+$110M	1.52%	9

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

Focus Partners Wealth's VIG Position: Q1 2026 in Review

Focus Partners Wealth reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.02% in Q1 2026, selling an estimated $29.2K and leaving 688,702 shares worth $148M. The position accounts for 0.16% of the portfolio, ranked #133.

Focus Partners Wealth first reported a position in VIG in Q4 2023 and has held it in 10 quarters since. The position peaked at $237M in Q2 2024. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Focus Partners Wealth held 688,702 shares of Vanguard Dividend Appreciation ETF worth $148M as of Q1 2026.
Focus Partners Wealth sold 131 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $29.2K.
Vanguard Dividend Appreciation ETF made up 0.16% of Focus Partners Wealth's portfolio in Q1 2026, its #133 holding.
Focus Partners Wealth first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 10 quarters since.
Focus Partners Wealth's Vanguard Dividend Appreciation ETF position peaked at $237M in Q2 2024.
2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.