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Sandbox Financial Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Sandbox Financial 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 		$9.76M Sell
45,369
-1,506
-3% -$336K 2.74% 12
2025
Q4 		$10.3M Sell
46,875
-303
-0.6% -$66.2K 2.85% 10
2025
Q3 		$10.2M Buy
47,178
+1,219
+3% +$256K 2.92% 9
2025
Q2 		$9.41M Sell
45,959
-282
-0.6% -$54.7K 2.97% 9
2025
Q1 		$8.97M Sell
46,241
-1,700
-4% -$338K 3.17% 9
2024
Q4 		$9.39M Sell
47,941
-2,140
-4% -$427K 3.13% 9
2024
Q3 		$9.92M Sell
50,081
-970
-2% -$185K 3.51% 9
2024
Q2 		$9.32M Buy
51,051
+2,015
+4% +$363K 3.57% 7
2024
Q1 		$8.95M Buy
49,036
+3,175
+7% +$558K 3.76% 8
2023
Q4 		$7.81M Sell
45,861
-188
-0.4% -$30.3K 3.67% 9
2023
Q3 		$7.16M Sell
46,049
-699
-1% -$113K 3.78% 9
2023
Q2 		$7.59M Buy
46,748
+364
+0.8% +$57K 3.96% 9
2023
Q1 		$7.14M Sell
46,384
-198
-0.4% -$30.3K 4.31% 7
2022
Q4 		$7.07M Buy
46,582
+124
+0.3% +$18.5K 4.89% 5
2022
Q3 		$6.28M Sell
46,458
-116
-0.2% -$17.3K 4.59% 7
2022
Q2 		$6.68M Sell
46,574
-642
-1% -$97.7K 4.76% 5
2022
Q1 		$7.66M Sell
47,216
-1,000
-2% -$161K 4.38% 6
2021
Q4 		$8.28M Buy
48,216
+146
+0.3% +$24.1K 5.2% 5
2021
Q3 		$7.38M Sell
48,070
-15,537
-24% -$2.48M 5.27% 5
2021
Q2 		$9.85M Buy
63,607
+5,173
+9% +$794K 7.33% 3
2021
Q1 		$8.75M Buy
58,434
+14,391
+33% +$2.05M 7.14% 3
2020
Q4 		$6.22M Buy
+44,043
New +$5.97M 5.68% 4

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 $377B AUM 19.32% 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 $15.5B AUM 18.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sandbox Financial Partners's VIG Position: Q1 2026 in Review

Sandbox Financial Partners reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 3.2% in Q1 2026, selling an estimated $336K and leaving 45,369 shares worth $9.76M. The position accounts for 2.74% of the portfolio, ranked #12.

Sandbox Financial Partners first reported a position in VIG in Q4 2020 and has held it in 22 quarters since. The position peaked at $10.3M in Q4 2025. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • Sandbox Financial Partners held 45,369 shares of Vanguard Dividend Appreciation ETF worth $9.76M as of Q1 2026.
  • Sandbox Financial Partners sold 1,506 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $336K.
  • Vanguard Dividend Appreciation ETF made up 2.74% of Sandbox Financial Partners's portfolio in Q1 2026, its #12 holding.
  • Sandbox Financial Partners first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 22 quarters since.
  • Sandbox Financial Partners's Vanguard Dividend Appreciation ETF position peaked at $10.3M in Q4 2025.
  • 2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Sandbox Financial Partners's 13F filing for Q1 2026, filed 8 Apr 2026.