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Safeguard Investment Advisory Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Safeguard Investment Advisory Group’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 		$3.61M Sell
16,794
-1,254
-7% -$280K 1% 16
2025
Q4 		$3.97M Sell
18,048
-460
-2% -$101K 1.01% 15
2025
Q3 		$3.99M Buy
18,508
+88
+0.5% +$18.5K 0.99% 14
2025
Q2 		$3.77M Sell
18,420
-81
-0.4% -$15.7K 0.94% 15
2025
Q1 		$3.59M Sell
18,501
-198
-1% -$39.4K 0.98% 15
2024
Q4 		$3.66M Sell
18,699
-636
-3% -$127K 1% 13
2024
Q3 		$3.83M Sell
19,335
-813
-4% -$155K 1.09% 12
2024
Q2 		$3.66M Sell
20,148
-1,052
-5% -$189K 1.14% 12
2024
Q1 		$3.87M Sell
21,200
-1,981
-9% -$348K 1.31% 11
2023
Q4 		$3.95M Sell
23,181
-1,016
-4% -$163K 1.49% 12
2023
Q3 		$3.76M Sell
24,197
-1,743
-7% -$283K 1.64% 12
2023
Q2 		$4.21M Sell
25,940
-7,085
-21% -$1.11M 1.8% 12
2023
Q1 		$5.09M Sell
33,025
-67,087
-67% -$10.3M 2.45% 8
2022
Q4 		$15.2M Buy
100,112
+5,347
+6% +$797K 9.37% 2
2022
Q3 		$12.8M Buy
94,765
+20,086
+27% +$2.99M 8.77% 2
2022
Q2 		$12.1M Hold
74,679
– – 7.45% 2
2022
Q1 		$12.1M Buy
74,679
+5,140
+7% +$829K 8.26% 2
2021
Q4 		$11.9M Buy
69,539
+2,159
+3% +$356K 6.97% 2
2021
Q3 		$10.3M Buy
67,380
+4,985
+8% +$794K 6.7% 2
2021
Q2 		$9.66M Buy
62,395
+9,640
+18% +$1.48M 6.88% 2
2021
Q1 		$7.76M Buy
52,755
+26,217
+99% +$3.73M 6.93% 2
2020
Q4 		$3.75M Buy
+26,538
New +$3.6M 3.32% 5

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 $445B AUM 25.58% 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 $17.8B AUM 24.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Safeguard Investment Advisory Group's VIG Position: Q1 2026 in Review

Safeguard Investment Advisory Group reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 6.9% in Q1 2026, selling an estimated $280K and leaving 16,794 shares worth $3.61M. The position accounts for 1% of the portfolio, ranked #16.

Safeguard Investment Advisory Group first reported a position in VIG in Q4 2020 and has held it in 22 quarters since. The position peaked at $15.2M in Q4 2022. 2,520 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • Safeguard Investment Advisory Group held 16,794 shares of Vanguard Dividend Appreciation ETF worth $3.61M as of Q1 2026.
  • Safeguard Investment Advisory Group sold 1,254 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $280K.
  • Vanguard Dividend Appreciation ETF made up 1% of Safeguard Investment Advisory Group's portfolio in Q1 2026, its #16 holding.
  • Safeguard Investment Advisory Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 22 quarters since.
  • Safeguard Investment Advisory Group's Vanguard Dividend Appreciation ETF position peaked at $15.2M in Q4 2022.
  • 2,520 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.