Paulson Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Paulson Wealth 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	$516K	Hold	2,399	–	–	0.12%	76
2025 Q4	$527K	Buy	2,399 +778	+48%	+$170K	0.12%	77
2025 Q3	$350K	Hold	1,621	–	–	0.08%	103
2025 Q2	$332K	Hold	1,621	–	–	0.09%	108
2025 Q1	$315K	Sell	1,621 -71	-4%	-$14.1K	0.09%	103
2024 Q4	$331K	Sell	1,692 -26	-2%	-$5.19K	0.09%	101
2024 Q3	$340K	Sell	1,718 -304	-15%	-$57.9K	0.09%	108
2024 Q2	$369K	Sell	2,022 -47	-2%	-$8.46K	0.11%	99
2024 Q1	$378K	Hold	2,069	–	–	0.11%	99
2023 Q4	$352K	Sell	2,069 -59	-3%	-$9.49K	0.11%	95
2023 Q3	$331K	Sell	2,128 -123	-5%	-$19.9K	0.12%	94
2023 Q2	$366K	Buy	+2,251	New	+$353K	0.12%	87
2020 Q4	–	Sell	-4,000	Closed	-$515K	–	96
2020 Q3	$515K	Sell	4,000 -45	-1%	-$5.66K	0.33%	43
2020 Q2	$474K	Sell	4,045 -7	-0.2%	-$797	0.33%	42
2020 Q1	$448K	Buy	+4,052	New	+$484K	0.34%	46
2018 Q1	–	Sell	-211	Closed	-$22K	–	513
2017 Q4	$22K	Buy	+211	New	+$20.8K	0.02%	278

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

Paulson Wealth Management's VIG Position: Q1 2026 in Review

Paulson Wealth Management held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q1 2026 at 2,399 shares worth $516K. The position accounts for 0.12% of the portfolio, ranked #76.

Paulson Wealth Management first reported a position in VIG in Q4 2017 and has held it in 16 quarters since. The position peaked at $527K in Q4 2025. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Paulson Wealth Management held 2,399 shares of Vanguard Dividend Appreciation ETF worth $516K as of Q1 2026.
Paulson Wealth Management left its Vanguard Dividend Appreciation ETF share count unchanged in Q1 2026.
Vanguard Dividend Appreciation ETF made up 0.12% of Paulson Wealth Management's portfolio in Q1 2026, its #76 holding.
Paulson Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2017 and has held it in 16 quarters since.
Paulson Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $527K in Q4 2025.
2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Paulson Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.