GLOBALT Investments’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

GLOBALT Investments’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	$52.3M	Buy	243,246 +2,399	+1%	+$535K	1.87%	12
2025 Q4	$52.9M	Sell	240,847 -2,113	-0.9%	-$462K	1.93%	13
2025 Q3	$52.4M	Sell	242,960 -4,392	-2%	-$922K	1.91%	12
2025 Q2	$50.6M	Sell	247,352 -9,525	-4%	-$1.85M	1.94%	12
2025 Q1	$49.8M	Sell	256,877 -9,870	-4%	-$1.96M	2.04%	12
2024 Q4	$52.2M	Sell	266,747 -9,826	-4%	-$1.96M	2%	12
2024 Q3	$54.8M	Sell	276,573 -14,930	-5%	-$2.84M	2.05%	12
2024 Q2	$53.2M	Buy	291,503 +2,659	+0.9%	+$479K	2.13%	12
2024 Q1	$52.7M	Sell	288,844 -4,016	-1%	-$706K	2.1%	13
2023 Q4	$49.9M	Buy	+292,860	New	+$47.1M	2.07%	14

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

GLOBALT Investments's VIG Position: Q1 2026 in Review

GLOBALT Investments increased its Vanguard Dividend Appreciation ETF (VIG) stake by 1% in Q1 2026, buying an estimated $535K and bringing the position to 243,246 shares worth $52.3M. The position accounts for 1.87% of the portfolio, ranked #12.

GLOBALT Investments first reported a position in VIG in Q4 2023 and has held it in 10 quarters since. The position peaked at $54.8M in Q3 2024. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

GLOBALT Investments held 243,246 shares of Vanguard Dividend Appreciation ETF worth $52.3M as of Q1 2026.
GLOBALT Investments bought 2,399 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $535K.
Vanguard Dividend Appreciation ETF made up 1.87% of GLOBALT Investments's portfolio in Q1 2026, its #12 holding.
GLOBALT Investments first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 10 quarters since.
GLOBALT Investments's Vanguard Dividend Appreciation ETF position peaked at $54.8M in Q3 2024.
2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on GLOBALT Investments's 13F filing for Q1 2026, filed 15 May 2026.