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

Rollins 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	$636K	Hold	2,958	–	–	0.1%	88
2025 Q4	$650K	Hold	2,958	–	–	0.1%	81
2025 Q3	$638K	Hold	2,958	–	–	0.1%	76
2025 Q2	$605K	Sell	2,958 -168	-5%	-$32.6K	0.1%	75
2025 Q1	$606K	Buy	3,126 +74	+2%	+$14.7K	0.11%	72
2024 Q4	$598K	Buy	3,052 +77	+3%	+$15.4K	0.09%	74
2024 Q3	$589K	Buy	2,975 +22	+0.7%	+$4.19K	0.1%	72
2024 Q2	$539K	Sell	2,953 -43	-1%	-$7.74K	0.09%	72
2024 Q1	$547K	Hold	2,996	–	–	0.1%	68
2023 Q4	$511K	Buy	+2,996	New	+$482K	0.11%	65

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

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

Rollins Financial Advisors held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q1 2026 at 2,958 shares worth $636K. The position accounts for 0.1% of the portfolio, ranked #88.

Rollins Financial Advisors first reported a position in VIG in Q4 2023 and has held it in 10 quarters since. The position peaked at $650K in Q4 2025. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Rollins Financial Advisors held 2,958 shares of Vanguard Dividend Appreciation ETF worth $636K as of Q1 2026.
Rollins Financial Advisors left its Vanguard Dividend Appreciation ETF share count unchanged in Q1 2026.
Vanguard Dividend Appreciation ETF made up 0.1% of Rollins Financial Advisors's portfolio in Q1 2026, its #88 holding.
Rollins Financial Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 10 quarters since.
Rollins Financial Advisors's Vanguard Dividend Appreciation ETF position peaked at $650K in Q4 2025.
2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Rollins Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.