Garden State Investment Advisory Services’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Garden State Investment Advisory Services’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	$4.57M	Sell	21,173 -51	-0.2%	-$11.4K	1%	24
2025 Q4	$4.68M	Sell	21,224 -491	-2%	-$107K	1.03%	22
2025 Q3	$4.7M	Sell	21,715 -135	-0.6%	-$28.4K	1.05%	20
2025 Q2	$4.5M	Sell	21,850 -7,217	-25%	-$1.4M	1.13%	21
2025 Q1	$5.66M	Sell	29,067 -14,517	-33%	-$2.89M	1.81%	11
2024 Q4	$8.57M	Buy	43,584 +180	+0.4%	+$35.9K	2.55%	8
2024 Q3	$8.66M	Buy	43,404 +296	+0.7%	+$56.4K	2.78%	9
2024 Q2	$7.93M	Buy	43,108 +743	+2%	+$134K	2.73%	8
2024 Q1	$7.76M	Sell	42,365 -173	-0.4%	-$30.4K	2.84%	9
2023 Q4	$7.25M	Buy	42,538 +1,058	+3%	+$170K	2.88%	7
2023 Q3	$6.48M	Sell	41,480 -11	-0%	-$1.78K	2.98%	9
2023 Q2	$6.77M	Buy	41,491 +739	+2%	+$116K	2.66%	10
2023 Q1	$6.28M	Buy	40,752 +645	+2%	+$98.8K	2.7%	7
2022 Q4	$6.09M	Buy	+40,107	New	+$5.98M	3.61%	6

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

Garden State Investment Advisory Services's VIG Position: Q1 2026 in Review

Garden State Investment Advisory Services reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.24% in Q1 2026, selling an estimated $11.4K and leaving 21,173 shares worth $4.57M. The position accounts for 1% of the portfolio, ranked #24.

Garden State Investment Advisory Services first reported a position in VIG in Q4 2022 and has held it in 14 quarters since. The position peaked at $8.66M in Q3 2024. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Garden State Investment Advisory Services held 21,173 shares of Vanguard Dividend Appreciation ETF worth $4.57M as of Q1 2026.
Garden State Investment Advisory Services sold 51 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $11.4K.
Vanguard Dividend Appreciation ETF made up 1% of Garden State Investment Advisory Services's portfolio in Q1 2026, its #24 holding.
Garden State Investment Advisory Services first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 14 quarters since.
Garden State Investment Advisory Services's Vanguard Dividend Appreciation ETF position peaked at $8.66M in Q3 2024.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Garden State Investment Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.