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Regal Investment Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Regal Investment Advisors’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 		$12.4M Sell
57,460
-1,066
-2% -$238K 0.71% 26
2025
Q4 		$12.9M Buy
58,526
+2,073
+4% +$453K 0.77% 26
2025
Q3 		$12.2M Buy
56,453
+2,308
+4% +$485K 0.79% 26
2025
Q2 		$11.1M Buy
54,145
+686
+1% +$133K 0.83% 22
2025
Q1 		$10.4M Sell
53,459
-15,001
-22% -$2.98M 0.84% 21
2024
Q4 		$13.4M Sell
68,460
-625
-0.9% -$125K 1.01% 19
2024
Q3 		$13.7M Buy
69,085
+1,130
+2% +$215K 0.96% 18
2024
Q2 		$12.4M Sell
67,955
-899
-1% -$162K 0.81% 27
2024
Q1 		$12.6M Sell
68,854
-4,854
-7% -$853K 0.86% 25
2023
Q4 		$12.6M Sell
73,708
-2,885
-4% -$464K 0.95% 16
2023
Q3 		$11.9M Buy
76,593
+2,597
+4% +$421K 1% 17
2023
Q2 		$12M Sell
73,996
-1,470
-2% -$230K 1.01% 19
2023
Q1 		$11.6M Buy
75,466
+2,440
+3% +$374K 1.03% 18
2022
Q4 		$11.1M Sell
73,026
-1,124
-2% -$168K 1.07% 19
2022
Q3 		$10M Buy
74,150
+1,692
+2% +$252K 1.06% 21
2022
Q2 		$10.4M Buy
72,458
+4,002
+6% +$609K 1.08% 19
2022
Q1 		$11.1M Buy
68,456
+2,350
+4% +$379K 1.02% 21
2021
Q4 		$11.4M Buy
66,106
+1,499
+2% +$247K 1.01% 21
2021
Q3 		$9.92M Buy
64,607
+2,948
+5% +$470K 0.96% 21
2021
Q2 		$9.54M Buy
+61,659
New +$9.46M 0.96% 20
2021
Q1 		– Sell
-63,416
Closed -$8.95M – 414
2020
Q4 		$8.95M Buy
+63,416
New +$8.59M 1.01% 19
2020
Q3 		– Sell
-63,949
Closed -$7.49M – 286
2020
Q2 		$7.49M Buy
+63,949
New +$7.28M 1.37% 16
2020
Q1 		– Sell
-62,279
Closed -$7.76M – 299
2019
Q4 		$7.76M Sell
62,279
-898
-1% -$109K 1.4% 13
2019
Q3 		$7.55M Sell
63,177
-2,760
-4% -$326K 1.47% 12
2019
Q2 		$7.59M Buy
65,937
+905
+1% +$102K 1.48% 12
2019
Q1 		$7.13M Buy
65,032
+3,221
+5% +$339K 1.45% 13
2018
Q4 		$6.05M Buy
61,811
+2,315
+4% +$241K 1.33% 15
2018
Q3 		$6.59M Buy
59,496
+21,570
+57% +$2.32M 1.39% 12
2018
Q2 		$3.85M Sell
37,926
-18,252
-32% -$1.86M 1.17% 16
2018
Q1 		$5.68M Buy
56,178
+799
+1% +$82.8K 1.25% 15
2017
Q4 		$5.65M Buy
55,379
+5,971
+12% +$588K 1.26% 18
2017
Q3 		$4.68M Buy
49,408
+4,695
+11% +$438K 1.09% 22
2017
Q2 		$4.14M Buy
44,713
+2,211
+5% +$203K 1.03% 24
2017
Q1 		$3.82M Buy
42,502
+6,608
+18% +$586K 1% 24
2016
Q4 		$3.06M Buy
35,894
+1,234
+4% +$104K 0.85% 36
2016
Q3 		$2.91M Buy
34,660
+3,389
+11% +$287K 0.83% 41
2016
Q2 		$2.6M Sell
31,271
-660
-2% -$53.9K 0.72% 58
2016
Q1 		$2.59M Buy
31,931
+16,519
+107% +$1.27M 0.7% 58
2015
Q4 		$1.2M Buy
15,412
+4,045
+36% +$316K 0.31% 92
2015
Q3 		$838K Buy
11,367
+1,603
+16% +$124K 0.22% 117
2015
Q2 		$767K Buy
9,764
+3,715
+61% +$301K 0.21% 115
2015
Q1 		$487K Buy
6,049
+2,918
+93% +$237K 0.12% 157
2014
Q4 		$254K Sell
3,131
-571
-15% -$45.2K 0.07% 195
2014
Q3 		$285K Buy
3,702
+1,634
+79% +$127K 0.09% 194
2014
Q2 		$161K Buy
2,068
+2
+0.1% +$153 0.06% 226
2014
Q1 		$155K Sell
2,066
-3
-0.1% -$221 0.07% 217
2013
Q4 		$156K Buy
2,069
+2
+0.1% +$146 0.09% 167
2013
Q3 		$144K Buy
2,067
+1,302
+170% +$90.1K 0.08% 203
2013
Q2 		$51K Buy
+765
New +$51.4K 0.03% 289

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Regal Investment Advisors's VIG Position: Q1 2026 in Review

Regal Investment Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 1.8% in Q1 2026, selling an estimated $238K and leaving 57,460 shares worth $12.4M. The position accounts for 0.71% of the portfolio, ranked #26.

Regal Investment Advisors first reported a position in VIG in Q2 2013 and has held it in 49 quarters since. The position peaked at $13.7M in Q3 2024. 2,515 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • Regal Investment Advisors held 57,460 shares of Vanguard Dividend Appreciation ETF worth $12.4M as of Q1 2026.
  • Regal Investment Advisors sold 1,066 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $238K.
  • Vanguard Dividend Appreciation ETF made up 0.71% of Regal Investment Advisors's portfolio in Q1 2026, its #26 holding.
  • Regal Investment Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q2 2013 and has held it in 49 quarters since.
  • Regal Investment Advisors's Vanguard Dividend Appreciation ETF position peaked at $13.7M in Q3 2024.
  • 2,515 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.