Future Financial Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Future Financial Wealth Management’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	$921K	Buy	4,103 +6	+0.1%	+$1.34K	0.59%	31
2025 Q4	$909K	Sell	4,097 -74	-2%	-$16.2K	0.61%	31
2025 Q3	$900K	Sell	4,171 -27	-0.6%	-$5.67K	0.57%	34
2025 Q2	$859K	Buy	4,198 +12	+0.3%	+$2.33K	0.59%	33
2025 Q1	$812K	Sell	4,186 -200	-5%	-$39.8K	0.6%	31
2024 Q4	$859K	Sell	4,386 -538	-11%	-$107K	0.63%	33
2024 Q3	$975K	Sell	4,924 -155	-3%	-$29.5K	0.7%	31
2024 Q2	$927K	Sell	5,079 -2,435	-32%	-$438K	0.82%	31
2024 Q1	$1.37M	Sell	7,514 -13,110	-64%	-$2.3M	1.06%	23
2023 Q4	$3.51M	Buy	20,624 +116	+0.6%	+$18.7K	3.49%	4
2023 Q3	$3.19M	Sell	20,508 -284	-1%	-$46K	3.53%	4
2023 Q2	$3.38M	Sell	20,792 -5,260	-20%	-$824K	3.56%	5
2023 Q1	$4.04M	Buy	26,052 +15,481	+146%	+$2.37M	4.45%	2
2022 Q4	$1.61M	Buy	10,571 +1,881	+22%	+$280K	1.83%	9
2022 Q3	$1.25M	Sell	8,690 -2,738	-24%	-$407K	1.44%	19
2022 Q2	$1.85M	Hold	11,428	–	–	1.81%	9
2022 Q1	$1.85M	Buy	11,428 +175	+2%	+$28.2K	1.54%	9
2021 Q4	$1.93M	Buy	11,253 +569	+5%	+$93.8K	1.54%	12
2021 Q3	$1.65M	Hold	10,684	–	–	1.7%	15
2021 Q2	$1.65M	Buy	10,684 +127	+1%	+$19.5K	1.7%	15
2021 Q1	$1.55M	Buy	10,557 +676	+7%	+$96.2K	1.79%	15
2020 Q4	$1.4M	Buy	+9,881	New	+$1.34M	1.61%	18

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

Future Financial Wealth Management's VIG Position: Q1 2026 in Review

Future Financial Wealth Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.15% in Q1 2026, buying an estimated $1.34K and bringing the position to 4,103 shares worth $921K. The position accounts for 0.59% of the portfolio, ranked #31.

Future Financial Wealth Management first reported a position in VIG in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.04M in Q1 2023. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Future Financial Wealth Management held 4,103 shares of Vanguard Dividend Appreciation ETF worth $921K as of Q1 2026.
Future Financial Wealth Management bought 6 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $1.34K.
Vanguard Dividend Appreciation ETF made up 0.59% of Future Financial Wealth Management's portfolio in Q1 2026, its #31 holding.
Future Financial Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 22 quarters since.
Future Financial Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $4.04M in Q1 2023.
2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Future Financial Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.