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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
2019
Q2 		– Sell
-400
Closed -$44K – 377
2019
Q1 		$44K Buy
+400
New +$42.2K 0.01% 325

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.