Goldstone Financial Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Goldstone Financial Group’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	$376K	Buy	1,746 +1	+0.1%	+$223	0.04%	186
2025 Q4	$384K	Buy	1,745 +574	+49%	+$125K	0.04%	178
2025 Q3	$253K	Hold	1,171	–	–	0.03%	197
2025 Q2	$243K	Buy	1,171 +14	+1%	+$2.71K	0.03%	187
2025 Q1	$224K	Buy	+1,157	New	+$230K	0.03%	190

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

Goldstone Financial Group's VIG Position: Q1 2026 in Review

Goldstone Financial Group increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.06% in Q1 2026, buying an estimated $223 and bringing the position to 1,746 shares worth $376K. The position accounts for 0.04% of the portfolio, ranked #186.

Goldstone Financial Group first reported a position in VIG in Q1 2025 and has held it in 5 quarters since. The position peaked at $384K in Q4 2025. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Goldstone Financial Group held 1,746 shares of Vanguard Dividend Appreciation ETF worth $376K as of Q1 2026.
Goldstone Financial Group bought 1 Vanguard Dividend Appreciation ETF share in Q1 2026, an estimated $223.
Vanguard Dividend Appreciation ETF made up 0.04% of Goldstone Financial Group's portfolio in Q1 2026, its #186 holding.
Goldstone Financial Group first reported a position in Vanguard Dividend Appreciation ETF in Q1 2025 and has held it in 5 quarters since.
Goldstone Financial Group's Vanguard Dividend Appreciation ETF position peaked at $384K in Q4 2025.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Goldstone Financial Group's 13F filing for Q1 2026, filed 24 Apr 2026.