Philip James Wealth Mangement’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Philip James Wealth Mangement’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	–	Sell	-6,043	Closed	-$1.33M	–	172
2025 Q4	$1.33M	Sell	6,043 -49	-0.8%	-$10.7K	0.15%	77
2025 Q3	$1.31M	Sell	6,092 -731	-11%	-$154K	0.15%	79
2025 Q2	$1.4M	Sell	6,823 -27	-0.4%	-$5.23K	0.18%	76
2025 Q1	$1.33M	Sell	6,850 -257	-4%	-$51.1K	0.16%	76
2024 Q4	$1.39M	Buy	7,107 +58	+0.8%	+$11.6K	0.18%	72
2024 Q3	$1.4M	Buy	7,049 +97	+1%	+$18.5K	0.17%	69
2024 Q2	$1.27M	Hold	6,952	–	–	0.84%	22
2024 Q1	$1.27M	Sell	6,952 -365	-5%	-$64.1K	0.9%	22
2023 Q4	$1.25M	Buy	+7,317	New	+$1.18M	0.97%	20

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

Philip James Wealth Mangement's VIG Position: Q1 2026 in Review

Philip James Wealth Mangement sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2026, closing a stake of 6,043 shares — an estimated $1.33M sold.

Philip James Wealth Mangement first reported a position in VIG in Q4 2023 and held it in 9 quarters. The position peaked at $1.4M in Q2 2025. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Philip James Wealth Mangement reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2026 after selling out during the quarter.
Philip James Wealth Mangement sold 6,043 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $1.33M.
Philip James Wealth Mangement first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and held it in 9 quarters.
Philip James Wealth Mangement's Vanguard Dividend Appreciation ETF position peaked at $1.4M in Q2 2025.
2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Philip James Wealth Mangement's 13F filing for Q1 2026, filed 28 Apr 2026.