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Resurgent Financial Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Resurgent Financial 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 		$4.8M Buy
22,336
+766
+4% +$171K 1.73% 8
2025
Q4 		$4.74M Buy
21,570
+86
+0.4% +$18.8K 2.38% 7
2025
Q3 		$4.64M Sell
21,484
-261
-1% -$54.8K 2.28% 7
2025
Q2 		$4.45M Sell
21,745
-200
-0.9% -$38.8K 2.44% 7
2025
Q1 		$4.26M Buy
21,945
+1,165
+6% +$232K 2.56% 6
2024
Q4 		$4.07M Buy
20,780
+438
+2% +$87.4K 2.39% 6
2024
Q3 		$4.03M Buy
20,342
+165
+0.8% +$31.4K 2.36% 7
2024
Q2 		$3.68M Sell
20,177
-12,785
-39% -$2.3M 2.29% 6
2024
Q1 		$6.02M Buy
32,962
+17,424
+112% +$3.06M 3.21% 4
2023
Q4 		$2.65M Buy
15,538
+64
+0.4% +$10.3K 1.63% 8
2023
Q3 		$2.4M Buy
15,474
+751
+5% +$122K 1.64% 9
2023
Q2 		$2.39M Buy
14,723
+1,567
+12% +$245K 1.58% 10
2023
Q1 		$2.03M Buy
13,156
+809
+7% +$124K 1.35% 11
2022
Q4 		$1.87M Buy
12,347
+28
+0.2% +$4.17K 0.99% 18
2022
Q3 		$1.67M Buy
12,319
+1,341
+12% +$200K 1.11% 18
2022
Q2 		$1.57M Buy
10,978
+406
+4% +$61.8K 1.01% 18
2022
Q1 		$1.71M Buy
10,572
+1,215
+13% +$196K 1.06% 19
2021
Q4 		$1.61M Buy
+9,357
New +$1.54M 1.28% 15

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

Resurgent Financial Advisors's VIG Position: Q1 2026 in Review

Resurgent Financial Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 3.6% in Q1 2026, buying an estimated $171K and bringing the position to 22,336 shares worth $4.8M. The position accounts for 1.73% of the portfolio, ranked #8.

Resurgent Financial Advisors first reported a position in VIG in Q4 2021 and has held it in 18 quarters since. The position peaked at $6.02M in Q1 2024. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • Resurgent Financial Advisors held 22,336 shares of Vanguard Dividend Appreciation ETF worth $4.8M as of Q1 2026.
  • Resurgent Financial Advisors bought 766 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $171K.
  • Vanguard Dividend Appreciation ETF made up 1.73% of Resurgent Financial Advisors's portfolio in Q1 2026, its #8 holding.
  • Resurgent Financial Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 18 quarters since.
  • Resurgent Financial Advisors's Vanguard Dividend Appreciation ETF position peaked at $6.02M in Q1 2024.
  • 2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Resurgent Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.