Sage Financial Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Sage Financial 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	$400K	Hold	1,862	–	–	0.03%	87
2025 Q4	$409K	Sell	1,862 -20	-1%	-$4.37K	0.03%	82
2025 Q3	$406K	Buy	1,882 +34	+2%	+$7.14K	0.03%	77
2025 Q2	$378K	Hold	1,848	–	–	0.03%	78
2025 Q1	$358K	Sell	1,848 -5	-0.3%	-$994	0.03%	83
2024 Q4	$363K	Sell	1,853 -5	-0.3%	-$998	0.03%	81
2024 Q3	$368K	Sell	1,858 -25	-1%	-$4.76K	0.03%	82
2024 Q2	$344K	Sell	1,883 -918	-33%	-$165K	0.03%	82
2024 Q1	$511K	Sell	2,801 -737	-21%	-$129K	0.05%	63
2023 Q4	$603K	Buy	3,538 +792	+29%	+$127K	0.06%	61
2023 Q3	$427K	Sell	2,746 -70	-2%	-$11.3K	0.05%	64
2023 Q2	$457K	Sell	2,816 -550	-16%	-$86.1K	0.05%	64
2023 Q1	$518K	Sell	3,366 -380	-10%	-$58.2K	0.06%	62
2022 Q4	$569K	Sell	3,746 -360	-9%	-$53.7K	0.07%	57
2022 Q3	$555K	Hold	4,106	–	–	0.08%	54
2022 Q2	$589K	Buy	+4,106	New	+$625K	0.08%	52
2016 Q1	–	Sell	-4,590	Closed	-$357K	–	61
2015 Q4	$357K	Buy	+4,590	New	+$358K	0.12%	33
2014 Q1	–	Sell	-4,590	Closed	-$345K	–	53
2013 Q4	$345K	Buy	+4,590	New	+$334K	0.17%	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

Sage Financial Group's VIG Position: Q1 2026 in Review

Sage Financial Group held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q1 2026 at 1,862 shares worth $400K. The position accounts for 0.03% of the portfolio, ranked #87.

Sage Financial Group first reported a position in VIG in Q4 2013 and has held it in 18 quarters since. The position peaked at $603K in Q4 2023. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Sage Financial Group held 1,862 shares of Vanguard Dividend Appreciation ETF worth $400K as of Q1 2026.
Sage Financial Group left its Vanguard Dividend Appreciation ETF share count unchanged in Q1 2026.
Vanguard Dividend Appreciation ETF made up 0.03% of Sage Financial Group's portfolio in Q1 2026, its #87 holding.
Sage Financial Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2013 and has held it in 18 quarters since.
Sage Financial Group's Vanguard Dividend Appreciation ETF position peaked at $603K in Q4 2023.
2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Sage Financial Group's 13F filing for Q1 2026, filed 7 May 2026.