Journey Strategic Wealth’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Journey Strategic Wealth’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	$294K	Sell	1,366 -81	-6%	-$18.1K	0.01%	553
2025 Q4	$318K	Sell	1,447 -25	-2%	-$5.46K	0.01%	488
2025 Q3	$318K	Buy	1,472 +6	+0.4%	+$1.26K	0.01%	454
2025 Q2	$300K	Buy	1,466 +7	+0.5%	+$1.36K	0.01%	431
2025 Q1	$283K	Sell	1,459 -173	-11%	-$34.4K	0.01%	349
2024 Q4	$320K	Buy	1,632 +138	+9%	+$27.6K	0.01%	317
2024 Q3	$296K	Buy	+1,494	New	+$284K	0.01%	339

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

Journey Strategic Wealth's VIG Position: Q1 2026 in Review

Journey Strategic Wealth reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 5.6% in Q1 2026, selling an estimated $18.1K and leaving 1,366 shares worth $294K. The position accounts for 0.01% of the portfolio, ranked #553.

Journey Strategic Wealth first reported a position in VIG in Q3 2024 and has held it in 7 quarters since. The position peaked at $320K in Q4 2024. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Journey Strategic Wealth held 1,366 shares of Vanguard Dividend Appreciation ETF worth $294K as of Q1 2026.
Journey Strategic Wealth sold 81 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $18.1K.
Vanguard Dividend Appreciation ETF made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #553 holding.
Journey Strategic Wealth first reported a position in Vanguard Dividend Appreciation ETF in Q3 2024 and has held it in 7 quarters since.
Journey Strategic Wealth's Vanguard Dividend Appreciation ETF position peaked at $320K in Q4 2024.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.