GSB Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

GSB Wealth 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	$1.04M	Buy	4,831 +23	+0.5%	+$5.13K	0.23%	103
2025 Q4	$1.06M	Buy	4,808 +2	+0%	+$437	0.24%	100
2025 Q3	$1.04M	Buy	4,806 +96	+2%	+$20.2K	0.24%	104
2025 Q2	$964K	Buy	4,710 +26	+0.6%	+$5.04K	0.24%	106
2025 Q1	$909K	Buy	4,684 +394	+9%	+$78.3K	0.24%	105
2024 Q4	$840K	Sell	4,290 -476	-10%	-$95K	0.22%	114
2024 Q3	$944K	Sell	4,766 -155	-3%	-$29.5K	0.24%	107
2024 Q2	$898K	Hold	4,921	–	–	0.25%	106
2024 Q1	$899K	Buy	4,921 +1,185	+32%	+$208K	0.25%	105
2023 Q4	$637K	Sell	3,736 -214	-5%	-$34.4K	0.2%	120
2023 Q3	$614K	Buy	3,950 +3	+0.1%	+$486	0.21%	119
2023 Q2	$641K	Hold	3,947	–	–	0.21%	119
2023 Q1	$608K	Buy	3,947 +2,589	+191%	+$397K	0.2%	132
2022 Q4	$206K	Buy	+1,358	New	+$202K	0.07%	192
2022 Q2	–	Sell	-1,350	Closed	-$219K	–	217
2022 Q1	$219K	Buy	1,350 +2	+0.1%	+$323	0.06%	212
2021 Q4	$231K	Buy	+1,348	New	+$222K	0.07%	211
2021 Q3	–	Sell	-1,343	Closed	-$208K	–	219
2021 Q2	$208K	Sell	1,343 -98	-7%	-$15K	0.06%	218
2021 Q1	$212K	Buy	+1,441	New	+$205K	0.07%	200

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

GSB Wealth Management's VIG Position: Q1 2026 in Review

GSB Wealth Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.48% in Q1 2026, buying an estimated $5.13K and bringing the position to 4,831 shares worth $1.04M. The position accounts for 0.23% of the portfolio, ranked #103.

GSB Wealth Management first reported a position in VIG in Q1 2021 and has held it in 18 quarters since. The position peaked at $1.06M in Q4 2025. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

GSB Wealth Management held 4,831 shares of Vanguard Dividend Appreciation ETF worth $1.04M as of Q1 2026.
GSB Wealth Management bought 23 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $5.13K.
Vanguard Dividend Appreciation ETF made up 0.23% of GSB Wealth Management's portfolio in Q1 2026, its #103 holding.
GSB Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q1 2021 and has held it in 18 quarters since.
GSB Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $1.06M in Q4 2025.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on GSB Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.