Monograph Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Monograph Wealth 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	$1.59M	Buy	7,380 +95	+1%	+$21.2K	0.15%	48
2025 Q4	$1.6M	Buy	7,285 +316	+5%	+$69K	0.16%	49
2025 Q3	$1.51M	Buy	6,969 +342	+5%	+$71.8K	0.15%	47
2025 Q2	$1.36M	Sell	6,627 -147	-2%	-$28.5K	0.17%	46
2025 Q1	$1.31M	Buy	6,774 +4	+0.1%	+$795	0.18%	43
2024 Q4	$1.33M	Buy	6,770 +8	+0.1%	+$1.6K	0.18%	46
2024 Q3	$1.34M	Buy	6,762 +4	+0.1%	+$762	0.18%	44
2024 Q2	$1.24M	Hold	6,758	–	–	0.18%	40
2024 Q1	$1.23M	Sell	6,758 -2,356	-26%	-$414K	0.18%	44
2023 Q4	$1.55M	Buy	9,114 +11	+0.1%	+$1.77K	0.28%	30
2023 Q3	$1.42M	Buy	9,103 +4	+0%	+$648	0.28%	34
2023 Q2	$1.48M	Hold	9,099	–	–	0.32%	26
2023 Q1	$1.4M	Sell	9,099 -2,495	-22%	-$382K	0.33%	25
2022 Q4	$1.76M	Buy	11,594 +6	+0.1%	+$894	0.47%	21
2022 Q3	$1.57M	Buy	11,588 +5	+0%	+$744	0.51%	18
2022 Q2	$1.66M	Buy	11,583 +5	+0%	+$761	0.48%	18
2022 Q1	$1.88M	Sell	11,578 -2,803	-19%	-$452K	0.47%	21
2021 Q4	$2.47M	Buy	+14,381	New	+$2.37M	0.62%	19

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

Monograph Wealth Advisors's VIG Position: Q1 2026 in Review

Monograph Wealth Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 1.3% in Q1 2026, buying an estimated $21.2K and bringing the position to 7,380 shares worth $1.59M. The position accounts for 0.15% of the portfolio, ranked #48.

Monograph Wealth Advisors first reported a position in VIG in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.47M in Q4 2021. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Monograph Wealth Advisors held 7,380 shares of Vanguard Dividend Appreciation ETF worth $1.59M as of Q1 2026.
Monograph Wealth Advisors bought 95 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $21.2K.
Vanguard Dividend Appreciation ETF made up 0.15% of Monograph Wealth Advisors's portfolio in Q1 2026, its #48 holding.
Monograph Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 18 quarters since.
Monograph Wealth Advisors's Vanguard Dividend Appreciation ETF position peaked at $2.47M in Q4 2021.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Monograph Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.