Jim Saulnier & Associates’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Jim Saulnier & Associates’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	$224K	Buy	+1,041	New	+$232K	0.11%	133

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

Jim Saulnier & Associates's VIG Position: Q1 2026 in Review

Jim Saulnier & Associates opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q1 2026: 1,041 shares worth $224K. The stake represents 0.11% of the portfolio and ranks #133 among its holdings.

2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Jim Saulnier & Associates held 1,041 shares of Vanguard Dividend Appreciation ETF worth $224K as of Q1 2026.
Vanguard Dividend Appreciation ETF was a new Jim Saulnier & Associates position in Q1 2026.
Vanguard Dividend Appreciation ETF made up 0.11% of Jim Saulnier & Associates's portfolio in Q1 2026, its #133 holding.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Jim Saulnier & Associates's 13F filing for Q1 2026, filed 22 Apr 2026.