My Personal CFO LLC’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

My Personal CFO LLC’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	$341K	Sell	1,584 -23	-1%	-$5.13K	0.15%	70
2025 Q4	$353K	Buy	+1,607	New	+$351K	0.15%	74
2025 Q3	–	Sell	-1,606	Closed	-$329K	–	148
2025 Q2	$329K	Sell	1,606 -15	-0.9%	-$2.91K	0.15%	73
2025 Q1	$315K	Hold	1,621	–	–	0.16%	71
2024 Q4	$317K	Buy	1,621 +1	+0.1%	+$200	0.16%	71
2024 Q3	$321K	Hold	1,620	–	–	0.18%	72
2024 Q2	$296K	Buy	1,620 +77	+5%	+$13.9K	0.16%	87
2024 Q1	$282K	Hold	1,543	–	–	0.16%	84
2023 Q4	$263K	Buy	1,543 +38	+3%	+$6.11K	0.17%	82
2023 Q3	$234K	Hold	1,505	–	–	0.19%	76
2023 Q2	$244K	Hold	1,505	–	–	0.19%	76
2023 Q1	$232K	Hold	1,505	–	–	0.2%	70
2022 Q4	$229K	Hold	1,505	–	–	0.21%	63
2022 Q3	$203K	Hold	1,505	–	–	0.31%	58
2022 Q2	$216K	Hold	1,505	–	–	0.28%	55
2022 Q1	$244K	Hold	1,505	–	–	0.25%	51
2021 Q4	$258K	Buy	+1,505	New	+$248K	0.22%	52

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

My Personal CFO LLC's VIG Position: Q1 2026 in Review

My Personal CFO LLC reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 1.4% in Q1 2026, selling an estimated $5.13K and leaving 1,584 shares worth $341K. The position accounts for 0.15% of the portfolio, ranked #70.

My Personal CFO LLC first reported a position in VIG in Q4 2021 and has held it in 17 quarters since. The position peaked at $353K in Q4 2025. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

My Personal CFO LLC held 1,584 shares of Vanguard Dividend Appreciation ETF worth $341K as of Q1 2026.
My Personal CFO LLC sold 23 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $5.13K.
Vanguard Dividend Appreciation ETF made up 0.15% of My Personal CFO LLC's portfolio in Q1 2026, its #70 holding.
My Personal CFO LLC first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 17 quarters since.
My Personal CFO LLC's Vanguard Dividend Appreciation ETF position peaked at $353K in Q4 2025.
2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on My Personal CFO LLC's 13F filing for Q1 2026, filed 22 Apr 2026.