S.A. Mason’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

S.A. Mason’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	$465K	Sell	2,164 -175	-7%	-$39K	0.17%	123
2025 Q4	$514K	Hold	2,339	–	–	0.2%	111
2025 Q3	$505K	Sell	2,339 -50	-2%	-$10.5K	0.22%	106
2025 Q2	$489K	Sell	2,389 -160	-6%	-$31K	0.24%	96
2025 Q1	$494K	Sell	2,549 -429	-14%	-$85.3K	0.26%	90
2024 Q4	$583K	Sell	2,978 -90	-3%	-$18K	0.31%	78
2024 Q3	$608K	Sell	3,068 -50	-2%	-$9.52K	0.32%	76
2024 Q2	$569K	Hold	3,118	–	–	0.32%	79
2024 Q1	$569K	Sell	3,118 -198	-6%	-$34.8K	0.34%	81
2023 Q4	$565K	Buy	3,316 +2	+0.1%	+$322	0.38%	71
2023 Q3	$515K	Sell	3,314 -48	-1%	-$7.78K	0.37%	76
2023 Q2	$518K	Hold	3,362	–	–	0.38%	73
2023 Q1	$518K	Sell	3,362 -503	-13%	-$77.1K	0.38%	73
2022 Q4	$587K	Sell	3,865 -23	-0.6%	-$3.43K	0.44%	63
2022 Q3	$526K	Buy	3,888 +1	+0%	+$149	0.42%	67
2022 Q2	$558K	Buy	3,887 +2	+0.1%	+$304	0.41%	66
2022 Q1	$630K	Sell	3,885 -311	-7%	-$50.2K	0.39%	70
2021 Q4	$721K	Sell	4,196 -208	-5%	-$34.3K	0.43%	59
2021 Q3	$677K	Sell	4,404 -191	-4%	-$30.4K	0.45%	66
2021 Q2	$711K	Buy	4,595 +2	+0%	+$307	0.49%	60
2021 Q1	$676K	Sell	4,593 -43	-0.9%	-$6.12K	0.51%	57
2020 Q4	$655K	Buy	4,636 +3	+0.1%	+$407	0.55%	51
2020 Q3	$596K	Sell	4,633 -5	-0.1%	-$629	0.57%	53
2020 Q2	$543K	Sell	4,638 -63	-1%	-$7.17K	0.57%	50
2020 Q1	$486K	Sell	4,701 -3,395	-42%	-$405K	0.59%	45
2019 Q4	$1.01M	Buy	+8,096	New	+$979K	0.96%	25

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

S.A. Mason's VIG Position: Q1 2026 in Review

S.A. Mason reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 7.5% in Q1 2026, selling an estimated $39K and leaving 2,164 shares worth $465K. The position accounts for 0.17% of the portfolio, ranked #123.

S.A. Mason first reported a position in VIG in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.01M in Q4 2019. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

S.A. Mason held 2,164 shares of Vanguard Dividend Appreciation ETF worth $465K as of Q1 2026.
S.A. Mason sold 175 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $39K.
Vanguard Dividend Appreciation ETF made up 0.17% of S.A. Mason's portfolio in Q1 2026, its #123 holding.
S.A. Mason first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and has held it in 26 quarters since.
S.A. Mason's Vanguard Dividend Appreciation ETF position peaked at $1.01M in Q4 2019.
2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on S.A. Mason's 13F filing for Q1 2026, filed 27 Apr 2026.