RIA Advisory Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

RIA Advisory Group’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	$474K	Sell	2,204 -4,173	-65%	-$930K	0.11%	89
2025 Q4	$1.4M	Buy	6,377 +4,170	+189%	+$911K	0.34%	50
2025 Q3	$476K	Sell	2,207 -30	-1%	-$6.3K	0.12%	83
2025 Q2	$458K	Sell	2,237 -157	-7%	-$30.4K	0.13%	78
2025 Q1	$465K	Buy	2,394 +372	+18%	+$74K	0.15%	84
2024 Q4	$396K	Sell	2,022 -346	-15%	-$69.1K	0.13%	87
2024 Q3	$469K	Buy	+2,368	New	+$451K	0.17%	73
2024 Q1	$437K	Sell	2,392 -30,512	-93%	-$5.36M	0.18%	72
2023 Q4	$1.25M	Buy	32,904 +30,917	+1,556%	+$4.97M	0.52%	23
2023 Q3	$309K	Buy	1,987 +53	+3%	+$8.59K	0.14%	81
2023 Q2	$314K	Buy	1,934 +436	+29%	+$68.3K	0.14%	82
2023 Q1	$231K	Buy	+1,498	New	+$229K	0.11%	102

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

RIA Advisory Group's VIG Position: Q1 2026 in Review

RIA Advisory Group reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 65% in Q1 2026, selling an estimated $930K and leaving 2,204 shares worth $474K. The position accounts for 0.11% of the portfolio, ranked #89.

RIA Advisory Group first reported a position in VIG in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.4M in Q4 2025. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

RIA Advisory Group held 2,204 shares of Vanguard Dividend Appreciation ETF worth $474K as of Q1 2026.
RIA Advisory Group sold 4,173 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $930K.
Vanguard Dividend Appreciation ETF made up 0.11% of RIA Advisory Group's portfolio in Q1 2026, its #89 holding.
RIA Advisory Group first reported a position in Vanguard Dividend Appreciation ETF in Q1 2023 and has held it in 12 quarters since.
RIA Advisory Group's Vanguard Dividend Appreciation ETF position peaked at $1.4M in Q4 2025.
2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on RIA Advisory Group's 13F filing for Q1 2026, filed 24 Apr 2026.