Red Tortoise LLC’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Red Tortoise LLC’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	$511K	Buy	2,374 +6	+0.3%	+$1.34K	0.21%	71
2025 Q4	$520K	Sell	2,368 -348	-13%	-$76K	0.22%	72
2025 Q3	$586K	Buy	2,716 +8	+0.3%	+$1.68K	0.25%	69
2025 Q2	$554K	Hold	2,708	–	–	0.27%	59
2025 Q1	$525K	Buy	2,708 +9	+0.3%	+$1.79K	0.27%	58
2024 Q4	$528K	Buy	2,699 +11	+0.4%	+$2.2K	0.27%	61
2024 Q3	$532K	Buy	2,688 +9	+0.3%	+$1.71K	0.27%	60
2024 Q2	$489K	Sell	2,679 -356	-12%	-$64.1K	0.26%	61
2024 Q1	$554K	Buy	3,035 +11	+0.4%	+$1.93K	0.31%	52
2023 Q4	$515K	Buy	3,024 +859	+40%	+$138K	0.29%	55
2023 Q3	$336K	Sell	2,165 -384	-15%	-$62.2K	0.23%	62
2023 Q2	$414K	Buy	2,549 +393	+18%	+$61.5K	0.26%	58
2023 Q1	$332K	Sell	2,156 -1,323	-38%	-$203K	0.22%	61
2022 Q4	$528K	Buy	+3,479	New	+$519K	0.37%	51
2022 Q2	$309K	Hold	2,156	–	–	0.26%	57
2022 Q1	$350K	Hold	2,156	–	–	0.26%	55
2021 Q4	$370K	Hold	2,156	–	–	0.26%	55
2021 Q3	$291K	Buy	+2,156	New	+$344K	0.23%	64

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

Red Tortoise LLC's VIG Position: Q1 2026 in Review

Red Tortoise LLC increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.25% in Q1 2026, buying an estimated $1.34K and bringing the position to 2,374 shares worth $511K. The position accounts for 0.21% of the portfolio, ranked #71.

Red Tortoise LLC first reported a position in VIG in Q3 2021 and has held it in 18 quarters since. The position peaked at $586K in Q3 2025. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Red Tortoise LLC held 2,374 shares of Vanguard Dividend Appreciation ETF worth $511K as of Q1 2026.
Red Tortoise LLC bought 6 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $1.34K.
Vanguard Dividend Appreciation ETF made up 0.21% of Red Tortoise LLC's portfolio in Q1 2026, its #71 holding.
Red Tortoise LLC first reported a position in Vanguard Dividend Appreciation ETF in Q3 2021 and has held it in 18 quarters since.
Red Tortoise LLC's Vanguard Dividend Appreciation ETF position peaked at $586K in Q3 2025.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Red Tortoise LLC's 13F filing for Q1 2026, filed 21 Apr 2026.