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Resources Management Corp’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Resources Management Corp’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 		$276K Hold
1,285
– – 0.04% 167
2025
Q4 		$282K Hold
1,285
– – 0.04% 169
2025
Q3 		$277K Hold
1,285
– – 0.04% 172
2025
Q2 		$263K Hold
1,285
– – 0.04% 182
2025
Q1 		$249K Hold
1,285
– – 0.04% 194
2024
Q4 		$252K Hold
1,285
– – 0.03% 203
2024
Q3 		$255K Hold
1,285
– – 0.03% 206
2024
Q2 		$235K Hold
1,285
– – 0.03% 206
2024
Q1 		$235K Hold
1,285
– – 0.03% 209
2023
Q4 		$219K Hold
1,285
– – 0.03% 218
2023
Q3 		$200K Hold
1,285
– – 0.03% 221
2023
Q2 		$209K Sell
1,285
-82,714
-98% -$13M 0.03% 214
2023
Q1 		$8.71M Buy
83,999
+82,714
+6,437% +$12.7M 1.4% 20
2022
Q4 		$195K Hold
1,285
– – 0.03% 224
2022
Q3 		$174K Sell
1,285
-36
-3% -$5.36K 0.03% 232
2022
Q2 		$190K Hold
1,321
– – 0.03% 236
2022
Q1 		$214K Sell
1,321
-17
-1% -$2.74K 0.03% 236
2021
Q4 		$230K Hold
1,338
– – 0.03% 240
2021
Q3 		$206K Sell
1,338
-20
-1% -$3.19K 0.03% 238
2021
Q2 		$210K Hold
1,358
– – 0.03% 246
2021
Q1 		$200K Buy
1,358
+810
+148% +$115K 0.03% 239
2020
Q4 		$77K Sell
548
-112
-17% -$15.2K 0.01% 283
2020
Q3 		$85K Hold
660
– – 0.02% 259
2020
Q2 		$77K Sell
660
-100
-13% -$11.4K 0.01% 271
2020
Q1 		$79K Buy
760
+66
+10% +$7.88K 0.02% 253
2019
Q4 		$87K Hold
694
– – 0.02% 256
2019
Q3 		$83K Buy
+694
New +$81.9K 0.02% 262
2018
Q4 		$109K Buy
1,118
+269
+32% +$28.1K 0.02% 236
2018
Q3 		$93K Buy
+849
New +$91.3K 0.02% 245

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 $15.5B AUM 18.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Resources Management Corp's VIG Position: Q1 2026 in Review

Resources Management Corp held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q1 2026 at 1,285 shares worth $276K. The position accounts for 0.04% of the portfolio, ranked #167.

Resources Management Corp first reported a position in VIG in Q3 2018 and has held it in 29 quarters since. The position peaked at $8.71M in Q1 2023. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • Resources Management Corp held 1,285 shares of Vanguard Dividend Appreciation ETF worth $276K as of Q1 2026.
  • Resources Management Corp left its Vanguard Dividend Appreciation ETF share count unchanged in Q1 2026.
  • Vanguard Dividend Appreciation ETF made up 0.04% of Resources Management Corp's portfolio in Q1 2026, its #167 holding.
  • Resources Management Corp first reported a position in Vanguard Dividend Appreciation ETF in Q3 2018 and has held it in 29 quarters since.
  • Resources Management Corp's Vanguard Dividend Appreciation ETF position peaked at $8.71M in Q1 2023.
  • 2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Resources Management Corp's 13F filing for Q1 2026, filed 15 May 2026.