Sagespring Wealth Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Sagespring Wealth Partners’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	$3.79M	Sell	17,600 -1,239	-7%	-$276K	0.07%	136
2025 Q4	$4.14M	Sell	18,839 -2,336	-11%	-$510K	0.08%	128
2025 Q3	$4.57M	Sell	21,175 -428	-2%	-$89.9K	0.09%	110
2025 Q2	$4.42M	Sell	21,603 -2,426	-10%	-$470K	0.1%	109
2025 Q1	$4.66M	Sell	24,029 -2,245	-9%	-$446K	0.12%	94
2024 Q4	$5.15M	Buy	+26,274	New	+$5.25M	0.14%	74

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 $17.8B AUM 24.16% 1-Year Est. Return

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

Sagespring Wealth Partners's VIG Position: Q1 2026 in Review

Sagespring Wealth Partners reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 6.6% in Q1 2026, selling an estimated $276K and leaving 17,600 shares worth $3.79M. The position accounts for 0.07% of the portfolio, ranked #136.

Sagespring Wealth Partners first reported a position in VIG in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.15M in Q4 2024. 2,515 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Sagespring Wealth Partners held 17,600 shares of Vanguard Dividend Appreciation ETF worth $3.79M as of Q1 2026.
Sagespring Wealth Partners sold 1,239 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $276K.
Vanguard Dividend Appreciation ETF made up 0.07% of Sagespring Wealth Partners's portfolio in Q1 2026, its #136 holding.
Sagespring Wealth Partners first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 6 quarters since.
Sagespring Wealth Partners's Vanguard Dividend Appreciation ETF position peaked at $5.15M in Q4 2024.
2,515 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.