Miller Investment Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Miller Investment 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	$3.5M	Hold	16,293	–	–	0.35%	24
2025 Q4	$3.58M	Hold	16,293	–	–	0.35%	29
2025 Q3	$3.52M	Sell	16,293 -7,538	-32%	-$1.58M	0.35%	28
2025 Q2	$4.88M	Hold	23,831	–	–	0.51%	25
2025 Q1	$4.62M	Hold	23,831	–	–	0.51%	26
2024 Q4	$4.67M	Hold	23,831	–	–	0.51%	25
2024 Q3	$4.72M	Hold	23,831	–	–	0.49%	25
2024 Q2	$4.35M	Hold	23,831	–	–	0.52%	26
2024 Q1	$4.35M	Hold	23,831	–	–	0.56%	27
2023 Q4	$4.06M	Buy	+23,831	New	+$3.83M	0.58%	26
2021 Q2	–	Sell	-2,210	Closed	-$223K	–	81
2021 Q1	$223K	Hold	2,210	–	–	0.04%	76
2020 Q4	$202K	Sell	2,210 -633	-22%	-$85.8K	0.04%	76
2020 Q3	$366K	Sell	2,843 -2,812	-50%	-$354K	0.09%	56
2020 Q2	$663K	Hold	5,655	–	–	0.2%	46
2020 Q1	$585K	Sell	5,655 -6,274	-53%	-$749K	0.19%	46
2019 Q4	$1.49M	Hold	11,929	–	–	0.33%	34
2019 Q3	$1.43M	Hold	11,929	–	–	0.32%	36
2019 Q2	$1.37M	Buy	11,929 +1,965	+20%	+$220K	0.31%	37
2019 Q1	$1.09M	Buy	9,964 +3,200	+47%	+$337K	0.29%	40
2018 Q4	$663K	Hold	6,764	–	–	0.2%	45
2018 Q3	$749K	Hold	6,764	–	–	0.23%	44
2018 Q2	$687K	Hold	6,764	–	–	0.21%	49
2018 Q1	$684K	Hold	6,764	–	–	0.22%	45
2017 Q4	$690K	Hold	6,764	–	–	0.21%	46
2017 Q3	$641K	Hold	6,764	–	–	0.21%	47
2017 Q2	$627K	Hold	6,764	–	–	0.22%	45
2017 Q1	$608K	Sell	6,764 -195	-3%	-$17.3K	0.22%	42
2016 Q4	$593K	Hold	6,959	–	–	0.19%	44
2016 Q3	$584K	Hold	6,959	–	–	0.21%	41
2016 Q2	$579K	Sell	6,959 -680	-9%	-$55.5K	0.22%	43
2016 Q1	$621K	Buy	7,639 +2,474	+48%	+$190K	0.27%	39
2015 Q4	$402K	Sell	5,165 -725	-12%	-$56.6K	0.15%	48
2015 Q3	$434K	Sell	5,890 -5,010	-46%	-$388K	0.18%	49
2015 Q2	$857K	Hold	10,900	–	–	0.32%	38
2015 Q1	$877K	Sell	10,900 -850	-7%	-$69K	0.32%	38
2014 Q4	$954K	Hold	11,750	–	–	0.36%	36
2014 Q3	$904K	Sell	11,750 -1,300	-10%	-$101K	0.43%	36
2014 Q2	$1.02M	Sell	13,050 -2,870	-18%	-$220K	0.45%	36
2014 Q1	$1.2M	Hold	15,920	–	–	0.67%	34
2013 Q4	$1.2M	Hold	15,920	–	–	0.67%	36
2013 Q3	$1.11M	Hold	15,920	–	–	0.67%	36
2013 Q2	$1.05M	Buy	+15,920	New	+$1.07M	0.75%	35

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 $17.8B AUM 24.16% 1-Year Est. Return

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

Miller Investment Management's VIG Position: Q1 2026 in Review

Miller Investment Management held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q1 2026 at 16,293 shares worth $3.5M. The position accounts for 0.35% of the portfolio, ranked #24.

Miller Investment Management first reported a position in VIG in Q2 2013 and has held it in 42 quarters since. The position peaked at $4.88M in Q2 2025. 2,515 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Miller Investment Management held 16,293 shares of Vanguard Dividend Appreciation ETF worth $3.5M as of Q1 2026.
Miller Investment Management left its Vanguard Dividend Appreciation ETF share count unchanged in Q1 2026.
Vanguard Dividend Appreciation ETF made up 0.35% of Miller Investment Management's portfolio in Q1 2026, its #24 holding.
Miller Investment Management first reported a position in Vanguard Dividend Appreciation ETF in Q2 2013 and has held it in 42 quarters since.
Miller Investment Management's Vanguard Dividend Appreciation ETF position peaked at $4.88M in Q2 2025.
2,515 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Miller Investment Management's 13F filing for Q1 2026, filed 8 May 2026.