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Hamilton Wealth’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Hamilton Wealth’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 		$1.03M Sell
4,776
-89
-2% -$19.8K 0.2% 50
2025
Q4 		$1.07M Buy
4,865
+3,291
+209% +$719K 0.2% 55
2025
Q3 		$340K Sell
1,574
-55
-3% -$11.6K 0.07% 81
2025
Q2 		$333K Buy
1,629
+11
+0.7% +$2.13K 0.07% 77
2025
Q1 		$314K Buy
1,618
+558
+53% +$111K 0.08% 70
2024
Q4 		$208K Hold
1,060
– – 0.05% 92
2024
Q3 		$210K Buy
+1,060
New +$202K 0.05% 99
2023
Q3 		– Sell
-2,127
Closed -$345K – 101
2023
Q2 		$345K Sell
2,127
-283
-12% -$44.3K 0.12% 66
2023
Q1 		$371K Sell
2,410
-107,308
-98% -$16.4M 0.13% 59
2022
Q4 		$16.7M Buy
109,718
+2,048
+2% +$305K 6.78% 3
2022
Q3 		$14.6M Buy
107,670
+3,039
+3% +$452K 6.15% 4
2022
Q2 		$15M Buy
104,631
+3,209
+3% +$488K 5.87% 3
2022
Q1 		$16.4M Buy
101,422
+7,584
+8% +$1.22M 7.15% 2
2021
Q4 		$16.1M Sell
93,838
-28
-0% -$4.62K 7.2% 2
2021
Q3 		$14.4M Buy
93,866
+10,564
+13% +$1.68M 6.63% 3
2021
Q2 		$12.9M Sell
83,302
-246
-0.3% -$37.8K 6.02% 3
2021
Q1 		$12.3M Buy
83,548
+206
+0.2% +$29.3K 5.97% 3
2020
Q4 		$11.8M Buy
83,342
+8,826
+12% +$1.2M 6.03% 1
2020
Q3 		$9.59M Buy
74,516
+6,041
+9% +$760K 5.37% 4
2020
Q2 		$8.02M Buy
+68,475
New +$7.79M 4.78% 7
2019
Q1 		– Sell
-5,155
Closed -$505K – 57
2018
Q4 		$505K Buy
+5,155
New +$538K 0.49% 43

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Hamilton Wealth's VIG Position: Q1 2026 in Review

Hamilton Wealth reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 1.8% in Q1 2026, selling an estimated $19.8K and leaving 4,776 shares worth $1.03M. The position accounts for 0.2% of the portfolio, ranked #50.

Hamilton Wealth first reported a position in VIG in Q4 2018 and has held it in 21 quarters since. The position peaked at $16.7M in Q4 2022. 2,515 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • Hamilton Wealth held 4,776 shares of Vanguard Dividend Appreciation ETF worth $1.03M as of Q1 2026.
  • Hamilton Wealth sold 89 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $19.8K.
  • Vanguard Dividend Appreciation ETF made up 0.2% of Hamilton Wealth's portfolio in Q1 2026, its #50 holding.
  • Hamilton Wealth first reported a position in Vanguard Dividend Appreciation ETF in Q4 2018 and has held it in 21 quarters since.
  • Hamilton Wealth's Vanguard Dividend Appreciation ETF position peaked at $16.7M in Q4 2022.
  • 2,515 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Hamilton Wealth's 13F filing for Q1 2026, filed 18 May 2026.