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

Sather 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	$413K	Buy	1,922 +271	+16%	+$60.4K	0.03%	72
2025 Q4	$363K	Hold	1,651	–	–	0.02%	73
2025 Q3	$356K	Hold	1,651	–	–	0.02%	76
2025 Q2	$338K	Hold	1,651	–	–	0.02%	87
2025 Q1	$320K	Hold	1,651	–	–	0.02%	71
2024 Q4	$323K	Buy	1,651 +495	+43%	+$98.8K	0.02%	70
2024 Q3	$229K	Hold	1,156	–	–	0.01%	89
2024 Q2	$211K	Hold	1,156	–	–	0.01%	80
2024 Q1	$211K	Sell	1,156 -320	-22%	-$56.2K	0.02%	93
2023 Q4	$252K	Buy	+1,476	New	+$237K	0.02%	83
2022 Q1	–	Sell	-1,170	Closed	-$201K	–	102
2021 Q4	$201K	Buy	+1,170	New	+$193K	0.02%	83

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

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

Sather Financial Group increased its Vanguard Dividend Appreciation ETF (VIG) stake by 16% in Q1 2026, buying an estimated $60.4K and bringing the position to 1,922 shares worth $413K. The position accounts for 0.03% of the portfolio, ranked #72.

Sather Financial Group first reported a position in VIG in Q4 2021 and has held it in 11 quarters since. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Sather Financial Group held 1,922 shares of Vanguard Dividend Appreciation ETF worth $413K as of Q1 2026.
Sather Financial Group bought 271 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $60.4K.
Vanguard Dividend Appreciation ETF made up 0.03% of Sather Financial Group's portfolio in Q1 2026, its #72 holding.
Sather Financial Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 11 quarters since.
2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Sather Financial Group's 13F filing for Q1 2026, filed 29 Apr 2026.