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JT Stratford LLC’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

JT Stratford LLC’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 		$21.6M Sell
100,322
-355
-0.4% -$79.1K 2.75% 6
2025
Q4 		$22.1M Sell
100,677
-34,245
-25% -$7.48M 2.84% 5
2025
Q3 		$29.1M Buy
134,922
+10,877
+9% +$2.28M 3.9% 3
2025
Q2 		$25.4M Buy
124,045
+16,120
+15% +$3.12M 3.84% 3
2025
Q1 		$20.9M Sell
107,925
-3,818
-3% -$759K 3.7% 3
2024
Q4 		$21.9M Buy
111,743
+4,314
+4% +$861K 3.6% 4
2024
Q3 		$21.3M Buy
107,429
+2,498
+2% +$476K 3.64% 4
2024
Q2 		$19.2M Buy
104,931
+2,484
+2% +$447K 3.56% 5
2024
Q1 		$18.7M Buy
102,447
+4,699
+5% +$826K 3.73% 4
2023
Q4 		$16.7M Buy
97,748
+4,911
+5% +$790K 3.81% 4
2023
Q3 		$14.4M Sell
92,837
-22,153
-19% -$3.59M 3.72% 4
2023
Q2 		$18.7M Buy
114,990
+4,138
+4% +$648K 5.03% 1
2023
Q1 		$17.1M Buy
110,852
+4,835
+5% +$741K 4.91% 2
2022
Q4 		$16.1M Sell
106,017
-1,651
-2% -$246K 5.15% 2
2022
Q3 		$14.6M Buy
107,668
+7,608
+8% +$1.13M 5.18% 2
2022
Q2 		$14.4M Sell
100,060
-15,800
-14% -$2.4M 4.55% 2
2022
Q1 		$18.8M Buy
115,860
+1,599
+1% +$258K 5.49% 1
2021
Q4 		$19.6M Buy
114,261
+580
+0.5% +$95.6K 5.37% 1
2021
Q3 		$17.5M Sell
113,681
-8,810
-7% -$1.4M 5.36% 1
2021
Q2 		$19M Buy
122,491
+356
+0.3% +$54.6K 6.06% 1
2021
Q1 		$18M Buy
122,135
+7,827
+7% +$1.11M 6.33% 1
2020
Q4 		$16.1M Sell
114,308
-14,681
-11% -$1.99M 6.05% 1
2020
Q3 		$16.6M Buy
128,989
+55,539
+76% +$6.99M 7.15% 1
2020
Q2 		$8.61M Sell
73,450
-62,365
-46% -$7.1M 4.43% 1
2020
Q1 		$14M Buy
135,815
+13,899
+11% +$1.66M 8.6% 1
2019
Q4 		$15.2M Buy
121,916
+41,751
+52% +$5.05M 6.96% 2
2019
Q3 		$9.55M Sell
80,165
-18,304
-19% -$2.16M 5.37% 1
2019
Q2 		$11.4M Buy
98,469
+5,383
+6% +$604K 6.32% 2
2019
Q1 		$10.2M Buy
93,086
+37,256
+67% +$3.93M 5.86% 3
2018
Q4 		$5.47M Buy
55,830
+23,582
+73% +$2.46M 3.64% 3
2018
Q3 		$3.57M Sell
32,248
-7,885
-20% -$848K 2.05% 9
2018
Q2 		$4.08M Sell
40,133
-32
-0.1% -$3.26K 2.51% 6
2018
Q1 		$4.06M Sell
40,165
-4,590
-10% -$476K 2.53% 5
2017
Q4 		$4.57M Sell
44,755
-35,643
-44% -$3.51M 2.98% 4
2017
Q3 		$7.62M Buy
80,398
+35,203
+78% +$3.28M 4.93% 3
2017
Q2 		$4.19M Sell
45,195
-12,237
-21% -$1.12M 2.95% 5
2017
Q1 		$5.17M Buy
57,432
+15,327
+36% +$1.36M 3.84% 3
2016
Q4 		$3.59M Buy
+42,105
New +$3.54M 3.01% 4

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

JT Stratford LLC's VIG Position: Q1 2026 in Review

JT Stratford LLC reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.35% in Q1 2026, selling an estimated $79.1K and leaving 100,322 shares worth $21.6M. The position accounts for 2.75% of the portfolio, ranked #6.

JT Stratford LLC first reported a position in VIG in Q4 2016 and has held it in 38 quarters since. The position peaked at $29.1M in Q3 2025. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • JT Stratford LLC held 100,322 shares of Vanguard Dividend Appreciation ETF worth $21.6M as of Q1 2026.
  • JT Stratford LLC sold 355 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $79.1K.
  • Vanguard Dividend Appreciation ETF made up 2.75% of JT Stratford LLC's portfolio in Q1 2026, its #6 holding.
  • JT Stratford LLC first reported a position in Vanguard Dividend Appreciation ETF in Q4 2016 and has held it in 38 quarters since.
  • JT Stratford LLC's Vanguard Dividend Appreciation ETF position peaked at $29.1M in Q3 2025.
  • 2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on JT Stratford LLC's 13F filing for Q1 2026, filed 15 May 2026.