JWM
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Jeppson Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Jeppson Wealth 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 		$429K Sell
1,997
-110
-5% -$24.5K 0.13% 141
2025
Q4 		$463K Hold
2,107
– – 0.15% 126
2025
Q3 		$455K Hold
2,107
– – 0.15% 133
2025
Q2 		$431K Sell
2,107
-30
-1% -$5.82K 0.15% 130
2025
Q1 		$415K Sell
2,137
-40
-2% -$7.95K 0.15% 132
2024
Q4 		$426K Hold
2,177
– – 0.15% 128
2024
Q3 		$431K Hold
2,177
– – 0.15% 129
2024
Q2 		$397K Sell
2,177
-25
-1% -$4.5K 0.15% 131
2024
Q1 		$402K Sell
2,202
-65
-3% -$11.4K 0.16% 135
2023
Q4 		$386K Buy
2,267
+50
+2% +$8.04K 0.16% 132
2023
Q3 		$344K Sell
2,217
-5
-0.2% -$811 0.16% 133
2023
Q2 		$361K Sell
2,222
-60
-3% -$9.4K 0.16% 130
2023
Q1 		$351K Sell
2,282
-92
-4% -$14.1K 0.15% 130
2022
Q4 		$360K Buy
2,374
+346
+17% +$51.6K 0.15% 127
2022
Q3 		$274K Sell
2,028
-123
-6% -$18.3K 0.12% 152
2022
Q2 		$309K Buy
+2,151
New +$327K 0.13% 138

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

Jeppson Wealth Management's VIG Position: Q1 2026 in Review

Jeppson Wealth Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 5.2% in Q1 2026, selling an estimated $24.5K and leaving 1,997 shares worth $429K. The position accounts for 0.13% of the portfolio, ranked #141.

Jeppson Wealth Management first reported a position in VIG in Q2 2022 and has held it in 16 quarters since. The position peaked at $463K in Q4 2025. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • Jeppson Wealth Management held 1,997 shares of Vanguard Dividend Appreciation ETF worth $429K as of Q1 2026.
  • Jeppson Wealth Management sold 110 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $24.5K.
  • Vanguard Dividend Appreciation ETF made up 0.13% of Jeppson Wealth Management's portfolio in Q1 2026, its #141 holding.
  • Jeppson Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q2 2022 and has held it in 16 quarters since.
  • Jeppson Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $463K in Q4 2025.
  • 2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Jeppson Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.