PSI Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

PSI 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	–	Sell	-920	Closed	-$202K	–	163
2025 Q4	$202K	Buy	+920	New	+$201K	0.05%	120
2025 Q2	–	Sell	-920	Closed	-$178K	–	673
2025 Q1	$178K	Hold	920	–	–	0.06%	121
2024 Q4	$180K	Sell	920 -57	-6%	-$11.4K	0.05%	133
2024 Q3	$194K	Hold	977	–	–	0.06%	129
2024 Q2	$178K	Buy	977 +57	+6%	+$10.3K	0.06%	132
2024 Q1	$168K	Hold	920	–	–	0.06%	141
2023 Q4	$157K	Sell	920 -200	-18%	-$32.2K	0.06%	146
2023 Q3	$174K	Hold	1,120	–	–	0.08%	134
2023 Q2	$182K	Hold	1,120	–	–	0.08%	129
2023 Q1	$172K	Hold	1,120	–	–	0.08%	126
2022 Q4	$170K	Sell	1,120 -600	-35%	-$89.4K	0.09%	115
2022 Q3	$232K	Sell	1,720 -70	-4%	-$10.4K	0.12%	103
2022 Q2	$257K	Buy	1,790 +1,000	+127%	+$152K	0.13%	112
2022 Q1	$128K	Buy	790 +600	+316%	+$96.8K	0.05%	175
2021 Q4	$33K	Hold	190	–	–	0.01%	320
2021 Q3	$29K	Buy	+190	New	+$30.3K	0.01%	342
2020 Q1	–	Sell	-632	Closed	-$78K	–	583
2019 Q4	$78K	Buy	+632	New	+$76.5K	0.05%	219

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PSI Advisors's VIG Position: Q1 2026 in Review

PSI Advisors sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2026, closing a stake of 920 shares — an estimated $202K sold.

PSI Advisors first reported a position in VIG in Q4 2019 and held it in 17 quarters. The position peaked at $257K in Q2 2022. 2,526 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

PSI Advisors reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2026 after selling out during the quarter.
PSI Advisors sold 920 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $202K.
PSI Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and held it in 17 quarters.
PSI Advisors's Vanguard Dividend Appreciation ETF position peaked at $257K in Q2 2022.
2,526 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on PSI Advisors's 13F filing for Q1 2026, filed 15 May 2026.