Revisor Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Revisor Wealth Management’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	$2.3M	Sell	10,693 -139	-1%	-$31K	0.64%	32
2025 Q4	$2.4M	Buy	10,832 +6,441	+147%	+$1.41M	0.64%	35
2025 Q3	$953K	Buy	4,391 +2,070	+89%	+$435K	0.33%	66
2025 Q2	$481K	Buy	2,321 +181	+8%	+$35.1K	0.17%	141
2025 Q1	$415K	Buy	+2,140	New	+$426K	0.18%	138
2024 Q2	–	Sell	-1,329	Closed	-$234K	–	195
2024 Q1	$234K	Buy	+1,329	New	+$233K	0.11%	168
2023 Q4	–	Sell	-2,973	Closed	-$462K	–	172
2023 Q3	$462K	Sell	2,973 -24,236	-89%	-$3.93M	0.39%	57
2023 Q2	$4.42M	Buy	27,209 +3,187	+13%	+$499K	3.97%	3
2023 Q1	$3.7M	Buy	+24,022	New	+$3.68M	3.38%	4

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

Revisor Wealth Management's VIG Position: Q1 2026 in Review

Revisor Wealth Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 1.3% in Q1 2026, selling an estimated $31K and leaving 10,693 shares worth $2.3M. The position accounts for 0.64% of the portfolio, ranked #32.

Revisor Wealth Management first reported a position in VIG in Q1 2023 and has held it in 9 quarters since. The position peaked at $4.42M in Q2 2023. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Revisor Wealth Management held 10,693 shares of Vanguard Dividend Appreciation ETF worth $2.3M as of Q1 2026.
Revisor Wealth Management sold 139 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $31K.
Vanguard Dividend Appreciation ETF made up 0.64% of Revisor Wealth Management's portfolio in Q1 2026, its #32 holding.
Revisor Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q1 2023 and has held it in 9 quarters since.
Revisor Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $4.42M in Q2 2023.
2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Revisor Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.