Index Fund Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Index Fund Advisors’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	$354K	Sell	1,648 -320	-16%	-$71.3K	0.02%	97
2025 Q4	$433K	Hold	1,968	–	–	0.02%	99
2025 Q3	$425K	Hold	1,968	–	–	0.02%	96
2025 Q2	$403K	Hold	1,968	–	–	0.02%	99
2025 Q1	$382K	Sell	1,968 -30	-2%	-$5.96K	0.02%	60
2024 Q4	$391K	Hold	1,998	–	–	0.02%	70
2024 Q3	$396K	Buy	+1,998	New	+$380K	0.02%	69
2023 Q1	–	Sell	-8,447	Closed	-$1.28M	–	94
2022 Q4	$1.28M	Buy	+8,447	New	+$1.26M	0.09%	22

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 $17.8B AUM 24.16% 1-Year Est. Return

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

Index Fund Advisors's VIG Position: Q1 2026 in Review

Index Fund Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 16% in Q1 2026, selling an estimated $71.3K and leaving 1,648 shares worth $354K. The position accounts for 0.02% of the portfolio, ranked #97.

Index Fund Advisors first reported a position in VIG in Q4 2022 and has held it in 8 quarters since. The position peaked at $1.28M in Q4 2022. 2,515 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Index Fund Advisors held 1,648 shares of Vanguard Dividend Appreciation ETF worth $354K as of Q1 2026.
Index Fund Advisors sold 320 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $71.3K.
Vanguard Dividend Appreciation ETF made up 0.02% of Index Fund Advisors's portfolio in Q1 2026, its #97 holding.
Index Fund Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 8 quarters since.
Index Fund Advisors's Vanguard Dividend Appreciation ETF position peaked at $1.28M in Q4 2022.
2,515 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Index Fund Advisors's 13F filing for Q1 2026, filed 12 May 2026.