One Degree Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

One Degree 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	$6.48M	Sell	30,117 -278	-0.9%	-$62K	1.7%	15
2025 Q4	$6.68M	Sell	30,395 -181	-0.6%	-$39.5K	1.84%	15
2025 Q3	$6.6M	Sell	30,576 -1,671	-5%	-$351K	2.02%	14
2025 Q2	$6.6M	Sell	32,247 -99	-0.3%	-$19.2K	2.35%	10
2025 Q1	$6.27M	Sell	32,346 -5	-0%	-$994	2.58%	10
2024 Q4	$6.61M	Sell	32,351 -2,682	-8%	-$535K	2.69%	11
2024 Q3	$6.91M	Sell	35,033 -350	-1%	-$66.6K	2.91%	10
2024 Q2	$6.46M	Buy	35,383 +44	+0.1%	+$7.92K	3.12%	8
2024 Q1	$6.45M	Sell	35,339 -129	-0.4%	-$22.7K	3.21%	8
2023 Q4	$6.14M	Buy	+35,468	New	+$5.71M	3.14%	9

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

One Degree Advisors's VIG Position: Q1 2026 in Review

One Degree Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.91% in Q1 2026, selling an estimated $62K and leaving 30,117 shares worth $6.48M. The position accounts for 1.7% of the portfolio, ranked #15.

One Degree Advisors first reported a position in VIG in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.91M in Q3 2024. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

One Degree Advisors held 30,117 shares of Vanguard Dividend Appreciation ETF worth $6.48M as of Q1 2026.
One Degree Advisors sold 278 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $62K.
Vanguard Dividend Appreciation ETF made up 1.7% of One Degree Advisors's portfolio in Q1 2026, its #15 holding.
One Degree Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 10 quarters since.
One Degree Advisors's Vanguard Dividend Appreciation ETF position peaked at $6.91M in Q3 2024.
2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on One Degree Advisors's 13F filing for Q1 2026, filed 1 May 2026.