RS Crum Inc’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

RS Crum Inc’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	$540K	Hold	2,510	–	–	0.1%	58
2025 Q4	$552K	Hold	2,510	–	–	0.11%	56
2025 Q3	$542K	Hold	2,510	–	–	0.12%	52
2025 Q2	$514K	Hold	2,510	–	–	0.12%	53
2025 Q1	$487K	Buy	2,510 +227	+10%	+$45.1K	0.13%	53
2024 Q4	$447K	Buy	2,283 +85	+4%	+$17K	0.11%	58
2024 Q3	$435K	Hold	2,198	–	–	0.1%	60
2024 Q2	$401K	Buy	+2,198	New	+$396K	0.11%	57
2023 Q3	–	Sell	-2,298	Closed	-$373K	–	80
2023 Q2	$373K	Sell	2,298 -10	-0.4%	-$1.57K	0.13%	53
2023 Q1	$355K	Buy	2,308 +2	+0.1%	+$306	0.14%	52
2022 Q4	$350K	Sell	2,306 -495	-18%	-$73.8K	0.16%	55
2022 Q3	$379K	Sell	2,801 -356	-11%	-$53K	0.2%	49
2022 Q2	$453K	Buy	3,157 +57	+2%	+$8.68K	0.23%	49
2022 Q1	$503K	Buy	3,100 +444	+17%	+$71.6K	0.28%	44
2021 Q4	$456K	Buy	+2,656	New	+$438K	0.25%	45

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

RS Crum Inc's VIG Position: Q1 2026 in Review

RS Crum Inc held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q1 2026 at 2,510 shares worth $540K. The position accounts for 0.1% of the portfolio, ranked #58.

RS Crum Inc first reported a position in VIG in Q4 2021 and has held it in 15 quarters since. The position peaked at $552K in Q4 2025. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

RS Crum Inc held 2,510 shares of Vanguard Dividend Appreciation ETF worth $540K as of Q1 2026.
RS Crum Inc left its Vanguard Dividend Appreciation ETF share count unchanged in Q1 2026.
Vanguard Dividend Appreciation ETF made up 0.1% of RS Crum Inc's portfolio in Q1 2026, its #58 holding.
RS Crum Inc first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 15 quarters since.
RS Crum Inc's Vanguard Dividend Appreciation ETF position peaked at $552K in Q4 2025.
2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on RS Crum Inc's 13F filing for Q1 2026, filed 15 Apr 2026.