Modus Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Modus Advisors’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	–	Sell	-314	Closed	-$69K	–	327
2025 Q4	$69K	Buy	+314	New	+$68.6K	0.02%	164
2025 Q1	–	Sell	-6	Closed	-$1.18K	–	297
2024 Q4	$1.18K	Buy	+6	New	+$1.2K	﹤0.01%	294

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $672B AUM 33.48% 1-Year Est. Return

Modus Advisors's VIG Position: Q1 2026 in Review

Modus Advisors sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2026, closing a stake of 314 shares — an estimated $69K sold.

Modus Advisors first reported a position in VIG in Q4 2024 and held it in 2 quarters. The position peaked at $69K in Q4 2025. 2,534 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Modus Advisors reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2026 after selling out during the quarter.
Modus Advisors sold 314 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $69K.
Modus Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and held it in 2 quarters.
Modus Advisors's Vanguard Dividend Appreciation ETF position peaked at $69K in Q4 2025.
2,534 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Modus Advisors's 13F filing for Q1 2026, filed 4 May 2026.