Resonant Capital Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Resonant Capital 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	$28.8M	Buy	133,941 +8,317	+7%	+$1.85M	1.51%	13
2025 Q4	$27.6M	Buy	125,624 +1,716	+1%	+$375K	1.52%	16
2025 Q3	$26.8M	Sell	123,908 -145,399	-54%	-$30.5M	1.56%	16
2025 Q2	$55.3M	Buy	269,307 +9,051	+3%	+$1.75M	3.53%	5
2025 Q1	$50.5M	Buy	260,256 +7,422	+3%	+$1.48M	3.52%	7
2024 Q4	$49.5M	Buy	252,834 +1,523	+0.6%	+$304K	3.61%	5
2024 Q3	$50M	Buy	251,311 +8,342	+3%	+$1.59M	3.67%	6
2024 Q2	$44.6M	Buy	242,969 +10,742	+5%	+$1.93M	3.62%	4
2024 Q1	$42.4M	Buy	232,227 +6,054	+3%	+$1.06M	3.63%	4
2023 Q4	$38.5M	Buy	226,173 +1,960	+0.9%	+$315K	3.72%	4
2023 Q3	$35M	Sell	224,213 -890	-0.4%	-$144K	3.73%	3
2023 Q2	$36.7M	Sell	225,103 -35,048	-13%	-$5.49M	3.99%	4
2023 Q1	$40.1M	Buy	260,151 +10,680	+4%	+$1.64M	4.55%	2
2022 Q4	$37.9M	Buy	249,471 +8,993	+4%	+$1.34M	4.72%	2
2022 Q3	$32.5M	Buy	240,478 +10,404	+5%	+$1.55M	4.94%	2
2022 Q2	$33M	Buy	230,074 +5,478	+2%	+$834K	5.16%	2
2022 Q1	$36.5M	Buy	224,596 +9,024	+4%	+$1.46M	5.42%	2
2021 Q4	$37M	Buy	215,572 +13,704	+7%	+$2.26M	5.57%	2
2021 Q3	$31M	Buy	201,868 +9,019	+5%	+$1.44M	5.4%	2
2021 Q2	$29.9M	Buy	192,849 +16,780	+10%	+$2.58M	5.77%	3
2021 Q1	$25.9M	Buy	176,069 +14,706	+9%	+$2.09M	5.33%	4
2020 Q4	$22.8M	Buy	161,363 +7,412	+5%	+$1M	5.39%	4
2020 Q3	$19.9M	Buy	153,951 +10,281	+7%	+$1.29M	5.67%	3
2020 Q2	$16.8M	Buy	143,670 +79,786	+125%	+$9.08M	4.89%	4
2020 Q1	$6.61M	Buy	63,884 +19,679	+45%	+$2.35M	2.41%	8
2019 Q4	$5.51M	Buy	+44,205	New	+$5.35M	1.74%	12

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

Resonant Capital Advisors's VIG Position: Q1 2026 in Review

Resonant Capital Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 6.6% in Q1 2026, buying an estimated $1.85M and bringing the position to 133,941 shares worth $28.8M. The position accounts for 1.51% of the portfolio, ranked #13.

Resonant Capital Advisors first reported a position in VIG in Q4 2019 and has held it in 26 quarters since. The position peaked at $55.3M in Q2 2025. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Resonant Capital Advisors held 133,941 shares of Vanguard Dividend Appreciation ETF worth $28.8M as of Q1 2026.
Resonant Capital Advisors bought 8,317 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $1.85M.
Vanguard Dividend Appreciation ETF made up 1.51% of Resonant Capital Advisors's portfolio in Q1 2026, its #13 holding.
Resonant Capital Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and has held it in 26 quarters since.
Resonant Capital Advisors's Vanguard Dividend Appreciation ETF position peaked at $55.3M in Q2 2025.
2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Resonant Capital Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.