Redwood Wealth Management Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Redwood Wealth Management Group’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	$259K	Hold	1,204	–	–	0.11%	144
2025 Q4	$265K	Hold	1,204	–	–	0.11%	146
2025 Q3	$260K	Hold	1,204	–	–	0.11%	149
2025 Q2	$246K	Hold	1,204	–	–	0.11%	157
2025 Q1	$234K	Hold	1,204	–	–	0.12%	144
2024 Q4	$236K	Hold	1,204	–	–	0.11%	144
2024 Q3	$238K	Hold	1,204	–	–	0.12%	144
2024 Q2	$220K	Buy	+1,204	New	+$217K	0.17%	110

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 $17.8B AUM 24.16% 1-Year Est. Return

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

Redwood Wealth Management Group's VIG Position: Q1 2026 in Review

Redwood Wealth Management Group held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q1 2026 at 1,204 shares worth $259K. The position accounts for 0.11% of the portfolio, ranked #144.

Redwood Wealth Management Group first reported a position in VIG in Q2 2024 and has held it in 8 quarters since. The position peaked at $265K in Q4 2025. 2,514 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Redwood Wealth Management Group held 1,204 shares of Vanguard Dividend Appreciation ETF worth $259K as of Q1 2026.
Redwood Wealth Management Group left its Vanguard Dividend Appreciation ETF share count unchanged in Q1 2026.
Vanguard Dividend Appreciation ETF made up 0.11% of Redwood Wealth Management Group's portfolio in Q1 2026, its #144 holding.
Redwood Wealth Management Group first reported a position in Vanguard Dividend Appreciation ETF in Q2 2024 and has held it in 8 quarters since.
Redwood Wealth Management Group's Vanguard Dividend Appreciation ETF position peaked at $265K in Q4 2025.
2,514 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Redwood Wealth Management Group's 13F filing for Q1 2026, filed 24 Apr 2026.