Raymond James Financial’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Raymond James Financial’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	$1.23B	Buy	5,720,946 +129,137	+2%	+$28.8M	0.38%	41
2025 Q4	$1.23B	Buy	5,591,809 +263,218	+5%	+$57.5M	0.38%	36
2025 Q3	$1.15B	Sell	5,328,591 -35,696	-0.7%	-$7.5M	0.37%	38
2025 Q2	$1.1B	Buy	5,364,287 +34,896	+0.7%	+$6.76M	0.38%	39
2025 Q1	$1.03B	Buy	5,329,391 +99,758	+2%	+$19.8M	0.39%	41
2024 Q4	$1.02B	Buy	+5,229,633	New	+$1.04B	0.38%	40

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

HWM

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial's VIG Position: Q1 2026 in Review

Raymond James Financial increased its Vanguard Dividend Appreciation ETF (VIG) stake by 2.3% in Q1 2026, buying an estimated $28.8M and bringing the position to 5,720,946 shares worth $1.23B. The position accounts for 0.38% of the portfolio, ranked #41.

Raymond James Financial first reported a position in VIG in Q4 2024 and has held it in 6 quarters since. 2,515 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Raymond James Financial held 5,720,946 shares of Vanguard Dividend Appreciation ETF worth $1.23B as of Q1 2026.
Raymond James Financial bought 129,137 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $28.8M.
Vanguard Dividend Appreciation ETF made up 0.38% of Raymond James Financial's portfolio in Q1 2026, its #41 holding.
Raymond James Financial first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 6 quarters since.
2,515 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.