Frazier Financial Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Frazier Financial Advisors’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	$4.27M	Sell	19,839 -171,940	-90%	-$38.3M	2.36%	9
2025 Q4	$42.1M	Buy	191,779 +5,111	+3%	+$1.12M	24.96%	1
2025 Q3	$40.3M	Sell	186,668 -11,519	-6%	-$2.42M	24.73%	1
2025 Q2	$40.6M	Buy	198,187 +5,010	+3%	+$971K	28.62%	1
2025 Q1	$37.5M	Buy	193,177 +4,806	+3%	+$956K	28.9%	1
2024 Q4	$36.9M	Sell	188,371 -678	-0.4%	-$135K	29.26%	1
2024 Q3	$37.4M	Buy	189,049 +6,901	+4%	+$1.31M	29.1%	1
2024 Q2	$33.3M	Buy	182,148 +6,369	+4%	+$1.15M	26.38%	1
2024 Q1	$32.1M	Buy	175,779 +5,043	+3%	+$886K	26.33%	1
2023 Q4	$29.1M	Buy	+170,736	New	+$27.5M	25.25%	1

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

Frazier Financial Advisors's VIG Position: Q1 2026 in Review

Frazier Financial Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 90% in Q1 2026, selling an estimated $38.3M and leaving 19,839 shares worth $4.27M. The position accounts for 2.36% of the portfolio, ranked #9.

Frazier Financial Advisors first reported a position in VIG in Q4 2023 and has held it in 10 quarters since. The position peaked at $42.1M in Q4 2025. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Frazier Financial Advisors held 19,839 shares of Vanguard Dividend Appreciation ETF worth $4.27M as of Q1 2026.
Frazier Financial Advisors sold 171,940 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $38.3M.
Vanguard Dividend Appreciation ETF made up 2.36% of Frazier Financial Advisors's portfolio in Q1 2026, its #9 holding.
Frazier Financial Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 10 quarters since.
Frazier Financial Advisors's Vanguard Dividend Appreciation ETF position peaked at $42.1M in Q4 2025.
2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Frazier Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.