Impact Partnership Wealth’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Impact Partnership 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	$289K	Sell	1,345 -103	-7%	-$23K	0.04%	281
2025 Q4	$318K	Buy	+1,448	New	+$316K	0.04%	268
2024 Q2	–	Sell	-16	Closed	-$2.92K	–	663
2024 Q1	$2.92K	Sell	16 -85	-84%	-$14.9K	﹤0.01%	550
2023 Q4	$17.2K	Sell	101 -1,011	-91%	-$163K	0.01%	429
2023 Q3	$173K	Buy	1,112 +845	+316%	+$137K	0.05%	202
2023 Q2	$43.4K	Buy	+267	New	+$41.8K	0.02%	268

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

Impact Partnership Wealth's VIG Position: Q1 2026 in Review

Impact Partnership Wealth reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 7.1% in Q1 2026, selling an estimated $23K and leaving 1,345 shares worth $289K. The position accounts for 0.04% of the portfolio, ranked #281.

Impact Partnership Wealth first reported a position in VIG in Q2 2023 and has held it in 6 quarters since. The position peaked at $318K in Q4 2025. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Impact Partnership Wealth held 1,345 shares of Vanguard Dividend Appreciation ETF worth $289K as of Q1 2026.
Impact Partnership Wealth sold 103 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $23K.
Vanguard Dividend Appreciation ETF made up 0.04% of Impact Partnership Wealth's portfolio in Q1 2026, its #281 holding.
Impact Partnership Wealth first reported a position in Vanguard Dividend Appreciation ETF in Q2 2023 and has held it in 6 quarters since.
Impact Partnership Wealth's Vanguard Dividend Appreciation ETF position peaked at $318K in Q4 2025.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Impact Partnership Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.