Founders Financial Securities’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Founders Financial Securities’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	$50.5M	Buy	226,499 +87,243	+63%	+$19.4M	2.85%	3
2025 Q4	$30.6M	Buy	139,256 +3,811	+3%	+$833K	1.8%	9
2025 Q3	$29.2M	Buy	135,445 +101,346	+297%	+$21.3M	1.99%	7
2025 Q2	$6.98M	Buy	34,099 +23,721	+229%	+$4.6M	0.53%	43
2025 Q1	$1.96M	Buy	10,378 +4,125	+66%	+$820K	0.17%	126
2024 Q4	$1.22M	Sell	6,253 -4,085	-40%	-$816K	0.11%	160
2024 Q3	$2.05M	Sell	10,338 -4,937	-32%	-$940K	0.19%	107
2024 Q2	$2.79M	Buy	15,275 +5,829	+62%	+$1.05M	0.26%	79
2024 Q1	$1.72M	Sell	9,446 -427	-4%	-$75K	0.18%	111
2023 Q4	$1.68M	Sell	9,873 -750	-7%	-$121K	0.19%	104
2023 Q3	$1.65M	Buy	10,623 +4,278	+67%	+$693K	0.21%	89
2023 Q2	$1.03M	Sell	6,345 -1,775	-22%	-$278K	0.14%	135
2023 Q1	$1.25M	Sell	8,120 -42	-0.5%	-$6.43K	0.18%	111
2022 Q4	$1.24M	Sell	8,162 -11,143	-58%	-$1.66M	0.2%	113
2022 Q3	$2.61M	Sell	19,305 -1,855	-9%	-$276K	0.46%	50
2022 Q2	$3.04M	Sell	21,160 -1,822	-8%	-$277K	0.59%	36
2022 Q1	$3.73M	Sell	22,982 -4,282	-16%	-$691K	0.66%	34
2021 Q4	$4.68M	Buy	27,264 +14,481	+113%	+$2.39M	0.84%	25
2021 Q3	$1.96M	Sell	12,783 -246	-2%	-$39.2K	0.4%	56
2021 Q2	$2.02M	Buy	13,029 +5,595	+75%	+$859K	0.4%	53
2021 Q1	$1.09M	Sell	7,434 -70,623	-90%	-$10M	0.25%	82
2020 Q4	$11M	Buy	78,057 +9,115	+13%	+$1.24M	2.64%	9
2020 Q3	$8.87M	Buy	68,942 +23,412	+51%	+$2.95M	2.83%	11
2020 Q2	$5.33M	Buy	45,530 +27,865	+158%	+$3.17M	1.73%	13
2020 Q1	$1.83M	Sell	17,665 -53,172	-75%	-$6.34M	0.68%	19
2019 Q4	$8.83M	Buy	70,837 +319	+0.5%	+$38.6K	2.99%	12
2019 Q3	$8.43M	Buy	70,518 +60,926	+635%	+$7.19M	2.69%	13
2019 Q2	$1.1M	Buy	9,592 +886	+10%	+$99.4K	0.36%	46
2019 Q1	$955K	Buy	8,706 +475	+6%	+$50.1K	0.3%	54
2018 Q4	$806K	Buy	8,231 +3,452	+72%	+$360K	0.29%	55
2018 Q3	$529K	Buy	+4,779	New	+$514K	0.15%	83

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

Founders Financial Securities's VIG Position: Q1 2026 in Review

Founders Financial Securities increased its Vanguard Dividend Appreciation ETF (VIG) stake by 63% in Q1 2026, buying an estimated $19.4M and bringing the position to 226,499 shares worth $50.5M. The position accounts for 2.85% of the portfolio, ranked #3.

Founders Financial Securities first reported a position in VIG in Q3 2018 and has held it in 31 quarters since. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Founders Financial Securities held 226,499 shares of Vanguard Dividend Appreciation ETF worth $50.5M as of Q1 2026.
Founders Financial Securities bought 87,243 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $19.4M.
Vanguard Dividend Appreciation ETF made up 2.85% of Founders Financial Securities's portfolio in Q1 2026, its #3 holding.
Founders Financial Securities first reported a position in Vanguard Dividend Appreciation ETF in Q3 2018 and has held it in 31 quarters since.
2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Founders Financial Securities's 13F filing for Q1 2026, filed 16 Apr 2026.