Salomon & Ludwin’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Salomon & Ludwin’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	$212K	Sell	981 -103	-10%	-$23K	0.02%	165
2025 Q4	$241K	Buy	1,084 +45	+4%	+$9.83K	0.02%	158
2025 Q3	$226K	Buy	1,039 +494	+91%	+$104K	0.02%	154
2025 Q2	$113K	Sell	545 -48	-8%	-$9.3K	0.01%	180
2025 Q1	$115K	Sell	593 -3	-0.5%	-$597	0.01%	164
2024 Q4	$117K	Sell	596 -59	-9%	-$11.8K	0.01%	160
2024 Q3	$130K	Sell	655 -700	-52%	-$133K	0.01%	167
2024 Q2	$247K	Sell	1,355 -2,382	-64%	-$429K	0.03%	140
2024 Q1	$682K	Buy	3,737 +295	+9%	+$51.8K	0.06%	108
2023 Q4	$535K	Hold	3,442	–	–	0.06%	112
2023 Q3	$535K	Hold	3,442	–	–	0.06%	112
2023 Q2	$559K	Hold	3,442	–	–	0.06%	108
2023 Q1	$530K	Hold	3,442	–	–	0.06%	104
2022 Q4	$523K	Hold	3,442	–	–	0.07%	106
2022 Q3	$465K	Hold	3,442	–	–	0.07%	96
2022 Q2	$494K	Hold	3,442	–	–	0.08%	75
2022 Q1	$558K	Buy	3,442 +314	+10%	+$50.7K	0.08%	60
2021 Q4	$537K	Hold	3,128	–	–	0.08%	60
2021 Q3	$480K	Buy	+3,128	New	+$498K	0.07%	59
2020 Q2	–	Sell	-700	Closed	-$72K	–	213
2020 Q1	$72K	Hold	700	–	–	0.02%	77
2019 Q4	$87K	Hold	700	–	–	0.02%	86
2019 Q3	$84K	Hold	700	–	–	0.02%	73
2019 Q2	$81K	Hold	700	–	–	0.02%	71
2019 Q1	$77K	Hold	700	–	–	0.02%	68
2018 Q4	$69K	Buy	+700	New	+$73K	0.02%	68

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

Salomon & Ludwin's VIG Position: Q1 2026 in Review

Salomon & Ludwin reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 9.5% in Q1 2026, selling an estimated $23K and leaving 981 shares worth $212K. The position accounts for 0.02% of the portfolio, ranked #165.

Salomon & Ludwin first reported a position in VIG in Q4 2018 and has held it in 25 quarters since. The position peaked at $682K in Q1 2024. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Salomon & Ludwin held 981 shares of Vanguard Dividend Appreciation ETF worth $212K as of Q1 2026.
Salomon & Ludwin sold 103 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $23K.
Vanguard Dividend Appreciation ETF made up 0.02% of Salomon & Ludwin's portfolio in Q1 2026, its #165 holding.
Salomon & Ludwin first reported a position in Vanguard Dividend Appreciation ETF in Q4 2018 and has held it in 25 quarters since.
Salomon & Ludwin's Vanguard Dividend Appreciation ETF position peaked at $682K in Q1 2024.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.