FFWA
VIG icon

FRG Family Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

FRG Family Wealth 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 		$14.5M Sell
67,389
-455
-0.7% -$101K 2.37% 10
2025
Q4 		$14.9M Sell
67,844
-482
-0.7% -$105K 2.32% 10
2025
Q3 		$14.7M Sell
68,326
-2,888
-4% -$606K 2.37% 10
2025
Q2 		$14.6M Sell
71,214
-1,315
-2% -$255K 2.53% 10
2025
Q1 		$14.1M Sell
72,529
-1,137
-2% -$226K 2.72% 10
2024
Q4 		$14.4M Sell
73,666
-2,857
-4% -$570K 2.62% 9
2024
Q3 		$15.2M Sell
76,523
-1,145
-1% -$218K 2.71% 10
2024
Q2 		$14.2M Sell
77,668
-333
-0.4% -$59.9K 2.75% 10
2024
Q1 		$13.7M Sell
78,001
-979
-1% -$172K 2.68% 9
2023
Q4 		$13.5M Buy
78,980
+684
+0.9% +$110K 2.73% 9
2023
Q3 		$12.2M Sell
78,296
-154
-0.2% -$25K 2.75% 9
2023
Q2 		$12.7M Buy
78,450
+155
+0.2% +$24.3K 2.79% 7
2023
Q1 		$12.1M Sell
78,295
-1,933
-2% -$296K 2.76% 7
2022
Q4 		$12.2M Sell
80,228
-1,983
-2% -$296K 2.9% 6
2022
Q3 		$11.1M Buy
82,211
+2
+0% +$298 2.74% 7
2022
Q2 		$11.8M Sell
82,209
-369
-0.4% -$56.2K 2.72% 7
2022
Q1 		$13.4M Sell
82,578
-598
-0.7% -$96.5K 2.61% 9
2021
Q4 		$14.3M Sell
83,176
-894
-1% -$147K 2.67% 10
2021
Q3 		$12.9M Sell
84,070
-614
-0.7% -$97.8K 2.54% 10
2021
Q2 		$13.1M Buy
84,684
+2,196
+3% +$337K 2.49% 9
2021
Q1 		$12.1M Sell
82,488
-3,864
-4% -$550K 2.47% 9
2020
Q4 		$12.2M Sell
86,352
-794
-0.9% -$108K 2.65% 8
2020
Q3 		$11.2M Sell
87,146
-1,189
-1% -$150K 2.72% 8
2020
Q2 		$10.4M Sell
88,335
-1,405
-2% -$160K 2.73% 6
2020
Q1 		$9.28M Buy
89,740
+685
+0.8% +$81.7K 2.82% 6
2019
Q4 		$11.1M Buy
89,055
+40,481
+83% +$4.9M 2.69% 6
2019
Q3 		$5.81M Buy
48,574
+18,837
+63% +$2.22M 1.5% 17
2019
Q2 		$3.42M Buy
29,737
+16,997
+133% +$1.91M 0.9% 37
2019
Q1 		$1.4M Buy
+12,740
New +$1.34M 0.4% 65

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FRG Family Wealth Advisors's VIG Position: Q1 2026 in Review

FRG Family Wealth Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.67% in Q1 2026, selling an estimated $101K and leaving 67,389 shares worth $14.5M. The position accounts for 2.37% of the portfolio, ranked #10.

FRG Family Wealth Advisors first reported a position in VIG in Q1 2019 and has held it in 29 quarters since. The position peaked at $15.2M in Q3 2024. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • FRG Family Wealth Advisors held 67,389 shares of Vanguard Dividend Appreciation ETF worth $14.5M as of Q1 2026.
  • FRG Family Wealth Advisors sold 455 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $101K.
  • Vanguard Dividend Appreciation ETF made up 2.37% of FRG Family Wealth Advisors's portfolio in Q1 2026, its #10 holding.
  • FRG Family Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q1 2019 and has held it in 29 quarters since.
  • FRG Family Wealth Advisors's Vanguard Dividend Appreciation ETF position peaked at $15.2M in Q3 2024.
  • 2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on FRG Family Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.