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

Quadrant Private 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	$264K	Buy	1,229 +20	+2%	+$4.46K	0.04%	243
2025 Q4	$266K	Buy	+1,209	New	+$264K	0.04%	232

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

Quadrant Private Wealth Management's VIG Position: Q1 2026 in Review

Quadrant Private Wealth Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 1.7% in Q1 2026, buying an estimated $4.46K and bringing the position to 1,229 shares worth $264K. The position accounts for 0.04% of the portfolio, ranked #243.

Quadrant Private Wealth Management first reported a position in VIG in Q4 2025 and has held it in 2 quarters since. The position peaked at $266K in Q4 2025. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Quadrant Private Wealth Management held 1,229 shares of Vanguard Dividend Appreciation ETF worth $264K as of Q1 2026.
Quadrant Private Wealth Management bought 20 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $4.46K.
Vanguard Dividend Appreciation ETF made up 0.04% of Quadrant Private Wealth Management's portfolio in Q1 2026, its #243 holding.
Quadrant Private Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2025 and has held it in 2 quarters since.
Quadrant Private Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $266K in Q4 2025.
2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Quadrant Private Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.