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Jaffetilchin Investment Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Jaffetilchin Investment 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 		$1.74M Sell
8,087
-319
-4% -$71.1K 0.1% 136
2025
Q4 		$1.85M Buy
8,406
+159
+2% +$34.7K 0.11% 127
2025
Q3 		$1.78M Sell
8,247
-32
-0.4% -$6.72K 0.11% 131
2025
Q2 		$1.69M Buy
8,279
+47
+0.6% +$9.11K 0.11% 126
2025
Q1 		$1.6M Buy
8,232
+1,367
+20% +$272K 0.12% 128
2024
Q4 		$1.34M Buy
6,865
+1,036
+18% +$207K 0.1% 134
2024
Q3 		$1.15M Buy
5,829
+759
+15% +$145K 0.09% 133
2024
Q2 		$925K Sell
5,070
-24
-0.5% -$4.32K 0.08% 139
2024
Q1 		$930K Buy
5,094
+101
+2% +$17.7K 0.08% 138
2023
Q4 		$851K Buy
4,993
+207
+4% +$33.3K 0.08% 151
2023
Q3 		$744K Buy
4,786
+55
+1% +$8.92K 0.08% 150
2023
Q2 		$768K Sell
4,731
-70
-1% -$11K 0.08% 148
2023
Q1 		$739K Buy
4,801
+114
+2% +$17.5K 0.08% 157
2022
Q4 		$712K Buy
4,687
+23
+0.5% +$3.43K 0.09% 161
2022
Q3 		$630K Sell
4,664
-531
-10% -$79K 0.08% 146
2022
Q2 		$745K Buy
5,195
+21
+0.4% +$3.2K 0.09% 153
2022
Q1 		$768K Buy
5,174
+216
+4% +$34.8K 0.09% 145
2021
Q4 		$852K Buy
4,958
+360
+8% +$59.3K 0.08% 156
2021
Q3 		$706K Sell
4,598
-3,828
-45% -$610K 0.08% 162
2021
Q2 		$1.25M Buy
8,426
+4,389
+109% +$674K 0.09% 154
2021
Q1 		$594K Buy
4,037
+44
+1% +$6.26K 0.07% 183
2020
Q4 		$564K Sell
3,993
-3,558
-47% -$482K 0.08% 154
2020
Q3 		$972K Buy
7,551
+351
+5% +$44.2K 0.18% 76
2020
Q2 		$844K Sell
7,200
-2,387
-25% -$272K 0.19% 77
2020
Q1 		$991K Sell
9,587
-4,198
-30% -$501K 0.35% 42
2019
Q4 		$1.72M Buy
13,785
+5,284
+62% +$639K 0.37% 53
2019
Q3 		$1.02M Buy
8,501
+3,898
+85% +$460K 0.24% 62
2019
Q2 		$530K Sell
4,603
-11,575
-72% -$1.3M 0.12% 120
2019
Q1 		$1.77M Buy
16,178
+9,154
+130% +$965K 0.39% 35
2018
Q4 		$688K Buy
7,024
+4,717
+204% +$492K 0.17% 87
2018
Q3 		$255K Buy
2,307
+7
+0.3% +$752 0.05% 251
2018
Q2 		$234K Hold
2,300
– – 0.05% 255
2018
Q1 		$232K Sell
2,300
-7,869
-77% -$816K 0.05% 286
2017
Q4 		$1.04M Buy
10,169
+1,214
+14% +$120K 0.35% 56
2017
Q3 		$849K Buy
8,955
+2,727
+44% +$254K 0.2% 90
2017
Q2 		$577K Sell
6,228
-11,157
-64% -$1.02M 0.2% 88
2017
Q1 		$1.56M Buy
17,385
+12,507
+256% +$1.11M 0.4% 44
2016
Q4 		$415K Buy
4,878
+26
+0.5% +$2.19K 0.12% 139
2016
Q3 		$407K Buy
4,852
+109
+2% +$9.24K 0.13% 126
2016
Q2 		$395K Buy
4,743
+21
+0.4% +$1.72K 0.12% 129
2016
Q1 		$384K Buy
4,722
+17
+0.4% +$1.3K 0.12% 107
2015
Q4 		$366K Buy
4,705
+1,719
+58% +$134K 0.12% 121
2015
Q3 		$220K Buy
2,986
+34
+1% +$2.63K 0.08% 160
2015
Q2 		$232K Hold
2,952
– – 0.07% 169
2015
Q1 		$238K Buy
+2,952
New +$239K 0.07% 179

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

Jaffetilchin Investment Partners's VIG Position: Q1 2026 in Review

Jaffetilchin Investment Partners reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 3.8% in Q1 2026, selling an estimated $71.1K and leaving 8,087 shares worth $1.74M. The position accounts for 0.1% of the portfolio, ranked #136.

Jaffetilchin Investment Partners first reported a position in VIG in Q1 2015 and has held it in 45 quarters since. The position peaked at $1.85M in Q4 2025. 2,515 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • Jaffetilchin Investment Partners held 8,087 shares of Vanguard Dividend Appreciation ETF worth $1.74M as of Q1 2026.
  • Jaffetilchin Investment Partners sold 319 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $71.1K.
  • Vanguard Dividend Appreciation ETF made up 0.1% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #136 holding.
  • Jaffetilchin Investment Partners first reported a position in Vanguard Dividend Appreciation ETF in Q1 2015 and has held it in 45 quarters since.
  • Jaffetilchin Investment Partners's Vanguard Dividend Appreciation ETF position peaked at $1.85M in Q4 2025.
  • 2,515 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.