Sagace Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Sagace Wealth Management’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	–	Sell	-7,101	Closed	-$1.56M	–	76
2025 Q4	$1.56M	Buy	7,101 +55	+0.8%	+$12K	1.06%	36
2025 Q3	$1.52M	Sell	7,046 -2,069	-23%	-$434K	1.03%	36
2025 Q2	$1.87M	Sell	9,115 -1,166	-11%	-$226K	1.39%	31
2025 Q1	$1.99M	Sell	10,281 -283	-3%	-$56.3K	1.51%	25
2024 Q4	$2.07M	Sell	10,564 -2,518	-19%	-$503K	1.55%	21
2024 Q3	$2.63M	Buy	13,082 +1,435	+12%	+$273K	2.03%	16
2024 Q2	$2.2M	Buy	+11,647	New	+$2.1M	2.15%	15

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sagace Wealth Management's VIG Position: Q1 2026 in Review

Sagace Wealth Management sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2026, closing a stake of 7,101 shares — an estimated $1.56M sold.

Sagace Wealth Management first reported a position in VIG in Q2 2024 and held it in 7 quarters. The position peaked at $2.63M in Q3 2024. 2,526 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Sagace Wealth Management reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2026 after selling out during the quarter.
Sagace Wealth Management sold 7,101 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $1.56M.
Sagace Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q2 2024 and held it in 7 quarters.
Sagace Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $2.63M in Q3 2024.
2,526 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Sagace Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.