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Madison Wealth Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Madison Wealth Partners’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 		$5.98M Buy
27,791
+1,021
+4% +$228K 0.95% 20
2025
Q4 		$5.88M Buy
26,770
+2,320
+9% +$507K 1.07% 18
2025
Q3 		$5.28M Buy
24,450
+675
+3% +$142K 1.04% 16
2025
Q2 		$4.87M Buy
23,775
+471
+2% +$91.3K 1.06% 17
2025
Q1 		$4.52M Buy
23,304
+559
+2% +$111K 1.12% 18
2024
Q4 		$4.45M Sell
22,745
-198
-0.9% -$39.5K 1.24% 16
2024
Q3 		$4.54M Buy
22,943
+15,176
+195% +$2.89M 1.35% 16
2024
Q2 		$1.42M Buy
7,767
+643
+9% +$116K 0.49% 29
2024
Q1 		$1.3M Sell
7,124
-409
-5% -$71.9K 0.47% 29
2023
Q4 		$1.28M Buy
7,533
+1,155
+18% +$186K 0.51% 27
2023
Q3 		$991K Sell
6,378
-77
-1% -$12.5K 0.5% 25
2023
Q2 		$1.05M Sell
6,455
-466
-7% -$73K 0.49% 24
2023
Q1 		$1.07M Sell
6,921
-57
-0.8% -$8.73K 0.54% 23
2022
Q4 		$1.06M Sell
6,978
-26
-0.4% -$3.88K 0.62% 23
2022
Q3 		$947K Sell
7,004
-280
-4% -$41.7K 0.62% 21
2022
Q2 		$1.04M Buy
7,284
+1,997
+38% +$304K 0.66% 19
2022
Q1 		$857K Buy
5,287
+2,153
+69% +$347K 0.48% 27
2021
Q4 		$538K Buy
3,134
+135
+5% +$22.3K 0.27% 33
2021
Q3 		$461K Buy
2,999
+70
+2% +$11.2K 0.26% 36
2021
Q2 		$453K Buy
+2,929
New +$450K 0.26% 36

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 $17.8B AUM 24.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Madison Wealth Partners's VIG Position: Q1 2026 in Review

Madison Wealth Partners increased its Vanguard Dividend Appreciation ETF (VIG) stake by 3.8% in Q1 2026, buying an estimated $228K and bringing the position to 27,791 shares worth $5.98M. The position accounts for 0.95% of the portfolio, ranked #20.

Madison Wealth Partners first reported a position in VIG in Q2 2021 and has held it in 20 quarters since. 2,515 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • Madison Wealth Partners held 27,791 shares of Vanguard Dividend Appreciation ETF worth $5.98M as of Q1 2026.
  • Madison Wealth Partners bought 1,021 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $228K.
  • Vanguard Dividend Appreciation ETF made up 0.95% of Madison Wealth Partners's portfolio in Q1 2026, its #20 holding.
  • Madison Wealth Partners first reported a position in Vanguard Dividend Appreciation ETF in Q2 2021 and has held it in 20 quarters since.
  • 2,515 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Madison Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.