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O'Brien Greene & Co’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

O'Brien Greene & Co’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 		$499K Sell
2,319
-141
-6% -$31.4K 0.14% 92
2025
Q4 		$541K Buy
2,460
+19
+0.8% +$4.15K 0.16% 85
2025
Q3 		$527K Sell
2,441
-326
-12% -$68.5K 0.16% 81
2025
Q2 		$566K Hold
2,767
– – 0.19% 73
2025
Q1 		$537K Sell
2,767
-144
-5% -$28.6K 0.18% 73
2024
Q4 		$570K Buy
2,911
+22
+0.8% +$4.39K 0.19% 74
2024
Q3 		$572K Buy
2,889
+13
+0.5% +$2.48K 0.18% 77
2024
Q2 		$525K Hold
2,876
– – 0.17% 83
2024
Q1 		$525K Sell
2,876
-164
-5% -$28.8K 0.17% 85
2023
Q4 		$518K Buy
3,040
+28
+0.9% +$4.5K 0.18% 81
2023
Q3 		$468K Buy
3,012
+12
+0.4% +$1.95K 0.17% 82
2023
Q2 		$487K Hold
3,000
– – 0.17% 83
2023
Q1 		$462K Sell
3,000
-132
-4% -$20.2K 0.17% 86
2022
Q4 		$476K Sell
3,132
-6,215
-66% -$926K 0.18% 86
2022
Q3 		$1.26M Buy
9,347
+6,245
+201% +$929K 0.17% 93
2022
Q2 		$445K Buy
3,102
+14
+0.5% +$2.13K 0.17% 89
2022
Q1 		$501K Sell
3,088
-105
-3% -$16.9K 0.17% 86
2021
Q4 		$548K Buy
3,193
+3
+0.1% +$494 0.18% 83
2021
Q3 		$490K Sell
3,190
-153
-5% -$24.4K 0.18% 87
2021
Q2 		$517K Buy
+3,343
New +$513K 0.18% 82

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

O'Brien Greene & Co's VIG Position: Q1 2026 in Review

O'Brien Greene & Co reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 5.7% in Q1 2026, selling an estimated $31.4K and leaving 2,319 shares worth $499K. The position accounts for 0.14% of the portfolio, ranked #92.

O'Brien Greene & Co first reported a position in VIG in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.26M in Q3 2022. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • O'Brien Greene & Co held 2,319 shares of Vanguard Dividend Appreciation ETF worth $499K as of Q1 2026.
  • O'Brien Greene & Co sold 141 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $31.4K.
  • Vanguard Dividend Appreciation ETF made up 0.14% of O'Brien Greene & Co's portfolio in Q1 2026, its #92 holding.
  • O'Brien Greene & Co first reported a position in Vanguard Dividend Appreciation ETF in Q2 2021 and has held it in 20 quarters since.
  • O'Brien Greene & Co's Vanguard Dividend Appreciation ETF position peaked at $1.26M in Q3 2022.
  • 2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on O'Brien Greene & Co's 13F filing for Q1 2026, filed 6 May 2026.