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Holistic Financial Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Holistic Financial Partners’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 		$200K Hold
931
– – 0.07% 143
2025
Q4 		$205K Hold
931
– – 0.07% 131
2025
Q3 		$201K Buy
+931
New +$196K 0.08% 132

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 $15.5B AUM 18.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Holistic Financial Partners's VIG Position: Q1 2026 in Review

Holistic Financial Partners held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q1 2026 at 931 shares worth $200K. The position accounts for 0.07% of the portfolio, ranked #143.

Holistic Financial Partners first reported a position in VIG in Q3 2025 and has held it in 3 quarters since. The position peaked at $205K in Q4 2025. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • Holistic Financial Partners held 931 shares of Vanguard Dividend Appreciation ETF worth $200K as of Q1 2026.
  • Holistic Financial Partners left its Vanguard Dividend Appreciation ETF share count unchanged in Q1 2026.
  • Vanguard Dividend Appreciation ETF made up 0.07% of Holistic Financial Partners's portfolio in Q1 2026, its #143 holding.
  • Holistic Financial Partners first reported a position in Vanguard Dividend Appreciation ETF in Q3 2025 and has held it in 3 quarters since.
  • Holistic Financial Partners's Vanguard Dividend Appreciation ETF position peaked at $205K in Q4 2025.
  • 2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Holistic Financial Partners's 13F filing for Q1 2026, filed 5 May 2026.