Savvy Advisors Inc’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Savvy Advisors Inc’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	$2.84M	Buy	13,192 +534	+4%	+$119K	0.08%	199
2025 Q4	$2.78M	Buy	12,658 +4,799	+61%	+$1.05M	0.09%	173
2025 Q3	$1.7M	Buy	7,859 +89	+1%	+$18.7K	0.08%	184
2025 Q2	$1.59M	Buy	7,770 +1,538	+25%	+$298K	0.11%	141
2025 Q1	$1.21M	Buy	6,232 +1,865	+43%	+$371K	0.12%	142
2024 Q4	$855K	Buy	4,367 +1,343	+44%	+$268K	0.1%	166
2024 Q3	$599K	Buy	3,024 +191	+7%	+$36.4K	0.12%	162
2024 Q2	$517K	Buy	2,833 +536	+23%	+$96.5K	0.17%	140
2024 Q1	$419K	Buy	+2,297	New	+$404K	0.24%	113

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

Savvy Advisors Inc's VIG Position: Q1 2026 in Review

Savvy Advisors Inc increased its Vanguard Dividend Appreciation ETF (VIG) stake by 4.2% in Q1 2026, buying an estimated $119K and bringing the position to 13,192 shares worth $2.84M. The position accounts for 0.08% of the portfolio, ranked #199.

Savvy Advisors Inc first reported a position in VIG in Q1 2024 and has held it in 9 quarters since. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Savvy Advisors Inc held 13,192 shares of Vanguard Dividend Appreciation ETF worth $2.84M as of Q1 2026.
Savvy Advisors Inc bought 534 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $119K.
Vanguard Dividend Appreciation ETF made up 0.08% of Savvy Advisors Inc's portfolio in Q1 2026, its #199 holding.
Savvy Advisors Inc first reported a position in Vanguard Dividend Appreciation ETF in Q1 2024 and has held it in 9 quarters since.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.