Gerber LLC’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Gerber LLC’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	–	Sell	-1,329	Closed	-$292K	–	92
2025 Q4	$292K	Sell	1,329 -2,255	-63%	-$493K	0.16%	63
2025 Q3	$773K	Hold	3,584	–	–	0.49%	27
2025 Q2	$734K	Hold	3,584	–	–	0.52%	30
2025 Q1	$695K	Sell	3,584 -408	-10%	-$81.1K	0.58%	33
2024 Q4	$782K	Hold	3,992	–	–	0.57%	28
2024 Q3	$791K	Hold	3,992	–	–	0.58%	30
2024 Q2	$729K	Hold	3,992	–	–	0.57%	29
2024 Q1	$729K	Hold	3,992	–	–	0.61%	30
2023 Q4	$680K	Buy	+3,992	New	+$642K	0.61%	30

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 $17.8B AUM 24.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Gerber LLC's VIG Position: Q1 2026 in Review

Gerber LLC sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2026, closing a stake of 1,329 shares — an estimated $292K sold.

Gerber LLC first reported a position in VIG in Q4 2023 and held it in 9 quarters. The position peaked at $791K in Q3 2024. 2,515 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Gerber LLC reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2026 after selling out during the quarter.
Gerber LLC sold 1,329 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $292K.
Gerber LLC first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and held it in 9 quarters.
Gerber LLC's Vanguard Dividend Appreciation ETF position peaked at $791K in Q3 2024.
2,515 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Gerber LLC's 13F filing for Q1 2026, filed 22 Apr 2026.