Ridgecrest Wealth Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Ridgecrest Wealth Partners’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	$6.36M	Buy	29,551 +364	+1%	+$81.1K	3.51%	8
2025 Q4	$6.41M	Sell	29,187 -8,881	-23%	-$1.94M	3.48%	9
2025 Q3	$8.21M	Buy	38,068 +446	+1%	+$93.7K	3.71%	7
2025 Q2	$7.7M	Buy	37,622 +5,278	+16%	+$1.02M	4.06%	6
2025 Q1	$6.27M	Buy	32,344 +3,069	+10%	+$610K	3.29%	7
2024 Q4	$5.73M	Sell	29,275 -146	-0.5%	-$29.1K	3.11%	9
2024 Q3	$5.83M	Buy	29,421 +1,365	+5%	+$260K	3.04%	10
2024 Q2	$5.12M	Buy	28,056 +1,533	+6%	+$276K	3.08%	10
2024 Q1	$4.84M	Buy	26,523 +1,427	+6%	+$251K	2.88%	11
2023 Q4	$4.28M	Buy	25,096 +654	+3%	+$105K	2.83%	10
2023 Q3	$3.8M	Buy	24,442 +47	+0.2%	+$7.62K	2.66%	11
2023 Q2	$3.96M	Sell	24,395 -135	-0.6%	-$21.1K	2.62%	12
2023 Q1	$3.78M	Buy	24,530 +450	+2%	+$68.9K	2.69%	11
2022 Q4	$3.66M	Buy	24,080 +10,200	+73%	+$1.52M	2.78%	11
2022 Q3	$1.88M	Buy	13,880 +4,670	+51%	+$695K	1.53%	19
2022 Q2	$1.32M	Buy	9,210 +7,495	+437%	+$1.14M	0.96%	27
2022 Q1	$278K	Sell	1,715 -27	-2%	-$4.36K	0.18%	91
2021 Q4	$299K	Buy	+1,742	New	+$287K	0.15%	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

Ridgecrest Wealth Partners's VIG Position: Q1 2026 in Review

Ridgecrest Wealth Partners increased its Vanguard Dividend Appreciation ETF (VIG) stake by 1.2% in Q1 2026, buying an estimated $81.1K and bringing the position to 29,551 shares worth $6.36M. The position accounts for 3.51% of the portfolio, ranked #8.

Ridgecrest Wealth Partners first reported a position in VIG in Q4 2021 and has held it in 18 quarters since. The position peaked at $8.21M in Q3 2025. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Ridgecrest Wealth Partners held 29,551 shares of Vanguard Dividend Appreciation ETF worth $6.36M as of Q1 2026.
Ridgecrest Wealth Partners bought 364 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $81.1K.
Vanguard Dividend Appreciation ETF made up 3.51% of Ridgecrest Wealth Partners's portfolio in Q1 2026, its #8 holding.
Ridgecrest Wealth Partners first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 18 quarters since.
Ridgecrest Wealth Partners's Vanguard Dividend Appreciation ETF position peaked at $8.21M in Q3 2025.
2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Ridgecrest Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.