Johnson Financial Group Inc (Wisconsin)’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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	$3.43M	Sell	15,971 -233	-1%	-$51.9K	0.12%	88
2025 Q4	$3.56M	Sell	16,204 -548	-3%	-$120K	0.13%	83
2025 Q3	$3.63M	Buy	16,752 +1,309	+8%	+$275K	0.14%	83
2025 Q2	$3.17M	Sell	15,443 -1,293	-8%	-$251K	0.14%	81
2025 Q1	$3.25M	Sell	16,736 -14,993	-47%	-$2.98M	0.16%	81
2024 Q4	$6.42M	Sell	31,729 -13,973	-31%	-$2.79M	0.3%	43
2024 Q3	$9.09M	Sell	45,702 -10,475	-19%	-$1.99M	0.42%	37
2024 Q2	$10.3M	Sell	56,177 -9,530	-15%	-$1.72M	0.5%	30
2024 Q1	$12M	Sell	65,707 -22,024	-25%	-$3.87M	0.65%	25
2023 Q4	$14.9M	Buy	87,731 +66,152	+307%	+$10.6M	0.82%	25
2023 Q3	$3.37M	Buy	21,579 +2,750	+15%	+$446K	0.23%	46
2023 Q2	$3.07M	Buy	18,829 +503	+3%	+$78.8K	0.21%	55
2023 Q1	$2.82M	Sell	18,326 -94,504	-84%	-$14.5M	0.2%	54
2022 Q4	$17.1M	Buy	112,830 +103,490	+1,108%	+$15.4M	1.36%	15
2022 Q3	$1.33M	Sell	9,340 -499	-5%	-$74.3K	0.12%	84
2022 Q2	$1.41M	Sell	9,839 -481	-5%	-$73.2K	0.1%	88
2022 Q1	$1.67M	Sell	10,320 -3,703	-26%	-$597K	0.12%	92
2021 Q4	$2.41M	Sell	14,023 -1,131	-7%	-$186K	0.15%	66
2021 Q3	$2.33M	Sell	15,154 -25	-0.2%	-$3.98K	0.16%	63
2021 Q2	$2.35M	Sell	15,179 -1,146	-7%	-$176K	0.15%	68
2021 Q1	$2.4M	Sell	16,325 -238	-1%	-$33.9K	0.16%	65
2020 Q4	$2.34M	Sell	16,563 -406	-2%	-$55K	0.2%	61
2020 Q3	$2.18M	Sell	16,969 -3,709	-18%	-$467K	0.22%	60
2020 Q2	$2.42M	Buy	20,678 +2,534	+14%	+$288K	0.26%	50
2020 Q1	$1.88M	Sell	18,144 -773	-4%	-$92.2K	0.22%	55
2019 Q4	$2.36M	Sell	18,917 -702	-4%	-$84.9K	0.21%	56
2019 Q3	$2.35M	Sell	19,619 -2,149	-10%	-$253K	0.22%	74
2019 Q2	$2.51M	Sell	21,768 -6,826	-24%	-$766K	0.22%	66
2019 Q1	$3.13M	Sell	28,594 -365	-1%	-$38.5K	0.28%	54
2018 Q4	$2.84M	Sell	28,959 -1,234	-4%	-$129K	0.29%	58
2018 Q3	$3.34M	Sell	30,193 -173	-0.6%	-$18.6K	0.34%	53
2018 Q2	$3.09M	Sell	30,366 -2,718	-8%	-$277K	0.34%	52
2018 Q1	$3.34M	Buy	33,084 +878	+3%	+$91K	0.4%	49
2017 Q4	$3.29M	Buy	32,206 +17,222	+115%	+$1.7M	0.4%	49
2017 Q3	$1.42M	Hold	14,984	–	–	0.19%	93
2017 Q2	$1.39M	Buy	14,984 +338	+2%	+$31K	0.2%	96
2017 Q1	$1.32M	Buy	14,646 +105	+0.7%	+$9.3K	0.17%	128
2016 Q4	$1.24M	Hold	14,541	–	–	0.17%	127
2016 Q3	$1.22M	Buy	14,541 +11,964	+464%	+$1.01M	0.16%	124
2016 Q2	$215K	Buy	2,577 +515	+25%	+$42.1K	0.03%	277
2016 Q1	$168K	Hold	2,062	–	–	0.03%	267
2015 Q4	$160K	Buy	2,062 +250	+14%	+$19.5K	0.03%	266
2015 Q3	$134K	Sell	1,812 -1,200	-40%	-$93K	0.03%	295
2015 Q2	$237K	Hold	3,012	–	–	0.05%	237
2015 Q1	$242K	Buy	3,012 +1,582	+111%	+$128K	0.05%	242
2014 Q4	$116K	Hold	1,430	–	–	0.03%	335
2014 Q3	$110K	Buy	+1,430	New	+$111K	0.03%	307

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

Johnson Financial Group Inc (Wisconsin)'s VIG Position: Q1 2026 in Review

Johnson Financial Group Inc (Wisconsin) reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 1.4% in Q1 2026, selling an estimated $51.9K and leaving 15,971 shares worth $3.43M. The position accounts for 0.12% of the portfolio, ranked #88.

Johnson Financial Group Inc (Wisconsin) first reported a position in VIG in Q3 2014 and has held it in 47 quarters since. The position peaked at $17.1M in Q4 2022. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Johnson Financial Group Inc (Wisconsin) held 15,971 shares of Vanguard Dividend Appreciation ETF worth $3.43M as of Q1 2026.
Johnson Financial Group Inc (Wisconsin) sold 233 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $51.9K.
Vanguard Dividend Appreciation ETF made up 0.12% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q1 2026, its #88 holding.
Johnson Financial Group Inc (Wisconsin) first reported a position in Vanguard Dividend Appreciation ETF in Q3 2014 and has held it in 47 quarters since.
Johnson Financial Group Inc (Wisconsin)'s Vanguard Dividend Appreciation ETF position peaked at $17.1M in Q4 2022.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2026, filed 7 May 2026.