Quotient Wealth Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Quotient Wealth Partners’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	$261K	Buy	1,212 +22	+2%	+$4.9K	0.01%	320
2025 Q4	$262K	Buy	1,190 +56	+5%	+$12.2K	0.01%	300
2025 Q3	$245K	Buy	1,134 +116	+11%	+$24.4K	0.01%	316
2025 Q2	$208K	Buy	+1,018	New	+$197K	0.01%	332
2024 Q1	–	Sell	-1,748	Closed	-$298K	–	319
2023 Q4	$298K	Buy	+1,748	New	+$281K	0.01%	228

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

Quotient Wealth Partners's VIG Position: Q1 2026 in Review

Quotient Wealth Partners increased its Vanguard Dividend Appreciation ETF (VIG) stake by 1.8% in Q1 2026, buying an estimated $4.9K and bringing the position to 1,212 shares worth $261K. The position accounts for 0.01% of the portfolio, ranked #320.

Quotient Wealth Partners first reported a position in VIG in Q4 2023 and has held it in 5 quarters since. The position peaked at $298K in Q4 2023. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Quotient Wealth Partners held 1,212 shares of Vanguard Dividend Appreciation ETF worth $261K as of Q1 2026.
Quotient Wealth Partners bought 22 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $4.9K.
Vanguard Dividend Appreciation ETF made up 0.01% of Quotient Wealth Partners's portfolio in Q1 2026, its #320 holding.
Quotient Wealth Partners first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 5 quarters since.
Quotient Wealth Partners's Vanguard Dividend Appreciation ETF position peaked at $298K in Q4 2023.
2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Quotient Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.