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

Jupiter 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	$416K	Hold	1,821	–	–	0.16%	71
2025 Q4	$412K	Hold	1,821	–	–	0.18%	63
2025 Q3	$393K	Hold	1,821	–	–	0.19%	67
2025 Q2	$382K	Hold	1,821	–	–	0.19%	66
2025 Q1	$363K	Hold	1,821	–	–	0.22%	57
2024 Q4	$357K	Hold	1,821	–	–	0.18%	73
2024 Q3	$361K	Hold	1,821	–	–	0.18%	70
2024 Q2	$346K	Hold	1,821	–	–	0.18%	69
2024 Q1	$326K	Hold	1,821	–	–	0.17%	70
2023 Q4	$310K	Hold	1,821	–	–	0.18%	71
2023 Q3	$290K	Buy	+1,821	New	+$295K	0.19%	70

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

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

Jupiter Wealth Management held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q1 2026 at 1,821 shares worth $416K. The position accounts for 0.16% of the portfolio, ranked #71.

Jupiter Wealth Management first reported a position in VIG in Q3 2023 and has held it in 11 quarters since. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Jupiter Wealth Management held 1,821 shares of Vanguard Dividend Appreciation ETF worth $416K as of Q1 2026.
Jupiter Wealth Management left its Vanguard Dividend Appreciation ETF share count unchanged in Q1 2026.
Vanguard Dividend Appreciation ETF made up 0.16% of Jupiter Wealth Management's portfolio in Q1 2026, its #71 holding.
Jupiter Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q3 2023 and has held it in 11 quarters since.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

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