Gould Asset Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Gould Asset 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	$389K	Buy	1,808 +450	+33%	+$100K	0.07%	125
2025 Q4	$298K	Sell	1,358 -5	-0.4%	-$1.09K	0.05%	137
2025 Q3	$294K	Buy	1,363 +118	+9%	+$24.8K	0.05%	141
2025 Q2	$255K	Sell	1,245 -42	-3%	-$8.14K	0.05%	147
2025 Q1	$250K	Buy	1,287 +37	+3%	+$7.36K	0.05%	141
2024 Q4	$245K	Sell	1,250 -25	-2%	-$4.99K	0.05%	145
2024 Q3	$253K	Sell	1,275 -235	-16%	-$44.7K	0.05%	140
2024 Q2	$276K	Hold	1,510	–	–	0.06%	131
2024 Q1	$276K	Hold	1,510	–	–	0.07%	133
2023 Q4	$257K	Buy	1,510 +175	+13%	+$28.2K	0.07%	131
2023 Q3	$207K	Hold	1,335	–	–	0.06%	137
2023 Q2	$217K	Hold	1,335	–	–	0.06%	134
2023 Q1	$206K	Sell	1,335 -410	-23%	-$62.8K	0.06%	141
2022 Q4	$265K	Buy	+1,745	New	+$260K	0.08%	121
2022 Q3	–	Sell	-5,595	Closed	-$803K	–	147
2022 Q2	$803K	Buy	5,595 +2,535	+83%	+$386K	0.26%	44
2022 Q1	$496K	Hold	3,060	–	–	0.14%	71
2021 Q4	$526K	Buy	3,060 +255	+9%	+$42K	0.15%	73
2021 Q3	$431K	Hold	2,805	–	–	0.13%	79
2021 Q2	$434K	Hold	2,805	–	–	0.12%	90
2021 Q1	$413K	Sell	2,805 -4,675	-63%	-$665K	0.13%	87
2020 Q4	$1.06M	Hold	7,480	–	–	0.32%	42
2020 Q3	$962K	Hold	7,480	–	–	0.32%	42
2020 Q2	$877K	Buy	7,480 +1,070	+17%	+$122K	0.31%	45
2020 Q1	$663K	Sell	6,410 -530	-8%	-$63.2K	0.25%	45
2019 Q4	$865K	Hold	6,940	–	–	0.29%	47
2019 Q3	$830K	Sell	6,940 -150	-2%	-$17.7K	0.29%	47
2019 Q2	$816K	Hold	7,090	–	–	0.29%	46
2019 Q1	$777K	Hold	7,090	–	–	0.29%	47
2018 Q4	$694K	Buy	7,090 +1,615	+29%	+$168K	0.29%	47
2018 Q3	$606K	Buy	5,475 +260	+5%	+$27.9K	0.24%	58
2018 Q2	$530K	Buy	5,215 +360	+7%	+$36.7K	0.23%	62
2018 Q1	$491K	Sell	4,855 -670	-12%	-$69.5K	0.22%	65
2017 Q4	$564K	Sell	5,525 -307	-5%	-$30.2K	0.24%	60
2017 Q3	$553K	Buy	5,832 +3,262	+127%	+$304K	0.25%	58
2017 Q2	$238K	Hold	2,570	–	–	0.11%	105
2017 Q1	$231K	Hold	2,570	–	–	0.12%	105
2016 Q4	$219K	Hold	2,570	–	–	0.11%	98
2016 Q3	$216K	Hold	2,570	–	–	0.12%	96
2016 Q2	$214K	Hold	2,570	–	–	0.11%	88
2016 Q1	$209K	Hold	2,570	–	–	0.11%	88
2015 Q4	$200K	Buy	+2,570	New	+$201K	0.11%	92
2015 Q3	–	Sell	-2,570	Closed	-$202K	–	117
2015 Q2	$202K	Hold	2,570	–	–	0.1%	115
2015 Q1	$207K	Sell	2,570 -619	-19%	-$50.2K	0.1%	100
2014 Q4	$259K	Buy	+3,189	New	+$252K	0.13%	87

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

Gould Asset Management's VIG Position: Q1 2026 in Review

Gould Asset Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 33% in Q1 2026, buying an estimated $100K and bringing the position to 1,808 shares worth $389K. The position accounts for 0.07% of the portfolio, ranked #125.

Gould Asset Management first reported a position in VIG in Q4 2014 and has held it in 44 quarters since. The position peaked at $1.06M in Q4 2020. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Gould Asset Management held 1,808 shares of Vanguard Dividend Appreciation ETF worth $389K as of Q1 2026.
Gould Asset Management bought 450 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $100K.
Vanguard Dividend Appreciation ETF made up 0.07% of Gould Asset Management's portfolio in Q1 2026, its #125 holding.
Gould Asset Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2014 and has held it in 44 quarters since.
Gould Asset Management's Vanguard Dividend Appreciation ETF position peaked at $1.06M in Q4 2020.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Gould Asset Management's 13F filing for Q1 2026, filed 6 May 2026.