J. Safra Asset Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

J. Safra Asset 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	$351K	Buy	1,634 +6	+0.4%	+$1.34K	0.02%	186
2025 Q4	$358K	Buy	+1,628	New	+$356K	0.02%	179
2025 Q1	–	Sell	-2,910	Closed	-$570K	–	396
2024 Q4	$570K	Buy	+2,910	New	+$581K	0.05%	55

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

J. Safra Asset Management's VIG Position: Q1 2026 in Review

J. Safra Asset Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.37% in Q1 2026, buying an estimated $1.34K and bringing the position to 1,634 shares worth $351K. The position accounts for 0.02% of the portfolio, ranked #186.

J. Safra Asset Management first reported a position in VIG in Q4 2024 and has held it in 3 quarters since. The position peaked at $570K in Q4 2024. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

J. Safra Asset Management held 1,634 shares of Vanguard Dividend Appreciation ETF worth $351K as of Q1 2026.
J. Safra Asset Management bought 6 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $1.34K.
Vanguard Dividend Appreciation ETF made up 0.02% of J. Safra Asset Management's portfolio in Q1 2026, its #186 holding.
J. Safra Asset Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 3 quarters since.
J. Safra Asset Management's Vanguard Dividend Appreciation ETF position peaked at $570K in Q4 2024.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on J. Safra Asset Management's 13F filing for Q1 2026, filed 4 May 2026.