Rossby Financial’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Rossby Financial’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	$1.22M	Buy	5,674 +2,152	+61%	+$480K	0.25%	80
2025 Q4	$774K	Buy	3,522 +2,816	+399%	+$615K	0.24%	76
2025 Q3	$153K	Sell	706 -78	-10%	-$16.4K	0.05%	326
2025 Q2	$160K	Buy	784 +40	+5%	+$7.75K	0.06%	289
2025 Q1	$140K	Buy	+744	New	+$148K	0.06%	294

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

Rossby Financial's VIG Position: Q1 2026 in Review

Rossby Financial increased its Vanguard Dividend Appreciation ETF (VIG) stake by 61% in Q1 2026, buying an estimated $480K and bringing the position to 5,674 shares worth $1.22M. The position accounts for 0.25% of the portfolio, ranked #80.

Rossby Financial first reported a position in VIG in Q1 2025 and has held it in 5 quarters since. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Rossby Financial held 5,674 shares of Vanguard Dividend Appreciation ETF worth $1.22M as of Q1 2026.
Rossby Financial bought 2,152 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $480K.
Vanguard Dividend Appreciation ETF made up 0.25% of Rossby Financial's portfolio in Q1 2026, its #80 holding.
Rossby Financial first reported a position in Vanguard Dividend Appreciation ETF in Q1 2025 and has held it in 5 quarters since.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.