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Romano Brothers & Co’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Romano Brothers & Co’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 		$21.6M Buy
100,496
+1,108
+1% +$247K 2.46% 6
2025
Q4 		$21.8M Buy
99,388
+2,402
+2% +$525K 2.48% 6
2025
Q3 		$20.9M Sell
96,986
-1,307
-1% -$274K 2.39% 7
2025
Q2 		$20.1M Buy
98,293
+2,573
+3% +$499K 2.49% 6
2025
Q1 		$18.6M Buy
95,720
+2,653
+3% +$528K 2.4% 4
2024
Q4 		$18.2M Buy
93,067
+1,441
+2% +$288K 2.3% 7
2024
Q3 		$18.1M Buy
91,626
+10,744
+13% +$2.05M 2.26% 6
2024
Q2 		$14.8M Buy
80,882
+6,533
+9% +$1.18M 2.04% 8
2024
Q1 		$13.6M Buy
74,349
+1,593
+2% +$280K 1.86% 9
2023
Q4 		$12.4M Buy
72,756
+5,202
+8% +$837K 1.85% 8
2023
Q3 		$10.5M Buy
67,554
+3,838
+6% +$622K 1.63% 8
2023
Q2 		$10.3M Buy
63,716
+3,810
+6% +$597K 1.54% 9
2023
Q1 		$9.23M Sell
59,906
-4,878
-8% -$747K 1.42% 10
2022
Q4 		$9.84M Buy
64,784
+328
+0.5% +$48.9K 1.49% 10
2022
Q3 		$8.71M Buy
+64,456
New +$9.59M 1.41% 12

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

Romano Brothers & Co's VIG Position: Q1 2026 in Review

Romano Brothers & Co increased its Vanguard Dividend Appreciation ETF (VIG) stake by 1.1% in Q1 2026, buying an estimated $247K and bringing the position to 100,496 shares worth $21.6M. The position accounts for 2.46% of the portfolio, ranked #6.

Romano Brothers & Co first reported a position in VIG in Q3 2022 and has held it in 15 quarters since. The position peaked at $21.8M in Q4 2025. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • Romano Brothers & Co held 100,496 shares of Vanguard Dividend Appreciation ETF worth $21.6M as of Q1 2026.
  • Romano Brothers & Co bought 1,108 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $247K.
  • Vanguard Dividend Appreciation ETF made up 2.46% of Romano Brothers & Co's portfolio in Q1 2026, its #6 holding.
  • Romano Brothers & Co first reported a position in Vanguard Dividend Appreciation ETF in Q3 2022 and has held it in 15 quarters since.
  • Romano Brothers & Co's Vanguard Dividend Appreciation ETF position peaked at $21.8M in Q4 2025.
  • 2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Romano Brothers & Co's 13F filing for Q1 2026, filed 22 Apr 2026.