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

Moseley 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 		$8.18M Buy
38,024
+543
+1% +$121K 2.61% 13
2025
Q4 		$8.24M Buy
37,481
+7,056
+23% +$1.54M 2.55% 13
2025
Q3 		$6.57M Buy
30,425
+960
+3% +$202K 2% 16
2025
Q2 		$6.03M Buy
29,465
+730
+3% +$141K 2.08% 14
2025
Q1 		$5.57M Buy
28,735
+3,663
+15% +$728K 2.18% 13
2024
Q4 		$4.91M Buy
25,072
+4,568
+22% +$912K 1.92% 13
2024
Q3 		$4.06M Buy
20,504
+1,523
+8% +$290K 1.62% 15
2024
Q2 		$3.47M Buy
18,981
+1,150
+6% +$207K 1.61% 15
2024
Q1 		$3.26M Sell
17,831
-603
-3% -$106K 1.62% 13
2023
Q4 		$3.14M Buy
18,434
+1,267
+7% +$204K 1.75% 12
2023
Q3 		$2.67M Buy
17,167
+1,900
+12% +$308K 1.59% 15
2023
Q2 		$2.48M Buy
15,267
+1,044
+7% +$163K 1.45% 18
2023
Q1 		$2.19M Buy
14,223
+644
+5% +$98.7K 1.42% 20
2022
Q4 		$2.06M Buy
13,579
+2,023
+18% +$302K 1.48% 20
2022
Q3 		$1.56M Sell
11,556
-472
-4% -$70.2K 1.15% 21
2022
Q2 		$1.73M Buy
12,028
+1,347
+13% +$205K 1.2% 22
2022
Q1 		$1.73M Sell
10,681
-4,082
-28% -$659K 0.94% 29
2021
Q4 		$2.54M Buy
14,763
+4,411
+43% +$727K 1.15% 24
2021
Q3 		$1.61M Sell
10,352
-420
-4% -$66.9K 0.8% 36
2021
Q2 		$1.67M Buy
10,772
+1,111
+11% +$171K 0.82% 36
2021
Q1 		$1.42M Buy
9,661
+172
+2% +$24.5K 0.79% 36
2020
Q4 		$1.34M Sell
9,489
-2,564
-21% -$347K 0.78% 38
2020
Q3 		$1.55M Sell
12,053
-337
-3% -$42.4K 1.1% 22
2020
Q2 		$1.45M Sell
12,390
-3,934
-24% -$448K 1.21% 18
2020
Q1 		$1.69M Sell
16,324
-88
-0.5% -$10.5K 1.98% 10
2019
Q4 		$2.05M Sell
16,412
-52
-0.3% -$6.29K 2.01% 8
2019
Q3 		$1.97M Sell
16,464
-2,700
-14% -$318K 2.07% 11
2019
Q2 		$2.21M Buy
19,164
+666
+4% +$74.7K 2.06% 10
2019
Q1 		$2.03M Buy
+18,498
New +$1.95M 2.11% 10

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 $15.5B AUM 18.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Moseley Investment Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 1.4% in Q1 2026, buying an estimated $121K and bringing the position to 38,024 shares worth $8.18M. The position accounts for 2.61% of the portfolio, ranked #13.

Moseley Investment Management first reported a position in VIG in Q1 2019 and has held it in 29 quarters since. The position peaked at $8.24M in Q4 2025. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • Moseley Investment Management held 38,024 shares of Vanguard Dividend Appreciation ETF worth $8.18M as of Q1 2026.
  • Moseley Investment Management bought 543 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $121K.
  • Vanguard Dividend Appreciation ETF made up 2.61% of Moseley Investment Management's portfolio in Q1 2026, its #13 holding.
  • Moseley Investment Management first reported a position in Vanguard Dividend Appreciation ETF in Q1 2019 and has held it in 29 quarters since.
  • Moseley Investment Management's Vanguard Dividend Appreciation ETF position peaked at $8.24M in Q4 2025.
  • 2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Moseley Investment Management's 13F filing for Q1 2026, filed 21 Apr 2026.