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Saxon Interests’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Saxon Interests’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 		$2.2M Sell
10,250
-77
-0.7% -$17.2K 0.76% 31
2025
Q4 		$2.27M Sell
10,327
-200
-2% -$43.7K 0.8% 30
2025
Q3 		$2.22M Buy
10,527
+203
+2% +$42.6K 0.87% 25
2025
Q2 		$2M Hold
10,324
– – 0.94% 24
2025
Q1 		$2M Buy
10,324
+27
+0.3% +$5.37K 0.94% 24
2024
Q4 		$2.02M Sell
10,297
-8
-0.1% -$1.6K 0.89% 28
2024
Q3 		$2.04M Sell
10,305
-61
-0.6% -$11.6K 0.93% 26
2024
Q2 		$1.89M Sell
10,366
-6
-0.1% -$1.08K 0.9% 30
2024
Q1 		$1.89M Buy
10,372
+334
+3% +$58.7K 0.9% 31
2023
Q4 		$1.71M Buy
+10,038
New +$1.62M 0.86% 28
2023
Q3 		– Sell
-10,177
Closed -$1.65M – 185
2023
Q2 		$1.65M Sell
10,177
-15
-0.1% -$2.35K 0.88% 26
2023
Q1 		$1.57M Sell
10,192
-554
-5% -$84.9K 0.89% 30
2022
Q4 		$1.66M Sell
10,746
-55
-0.5% -$8.2K 0.94% 27
2022
Q3 		$1.53M Sell
10,801
-57
-0.5% -$8.48K 0.94% 25
2022
Q2 		$1.56M Buy
10,858
+85
+0.8% +$12.9K 0.94% 26
2022
Q1 		$1.75M Buy
10,773
+28
+0.3% +$4.52K 0.93% 31
2021
Q4 		$1.81M Buy
+10,745
New +$1.77M 1.03% 27

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

Saxon Interests's VIG Position: Q1 2026 in Review

Saxon Interests reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.75% in Q1 2026, selling an estimated $17.2K and leaving 10,250 shares worth $2.2M. The position accounts for 0.76% of the portfolio, ranked #31.

Saxon Interests first reported a position in VIG in Q4 2021 and has held it in 17 quarters since. The position peaked at $2.27M in Q4 2025. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • Saxon Interests held 10,250 shares of Vanguard Dividend Appreciation ETF worth $2.2M as of Q1 2026.
  • Saxon Interests sold 77 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $17.2K.
  • Vanguard Dividend Appreciation ETF made up 0.76% of Saxon Interests's portfolio in Q1 2026, its #31 holding.
  • Saxon Interests first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 17 quarters since.
  • Saxon Interests's Vanguard Dividend Appreciation ETF position peaked at $2.27M in Q4 2025.
  • 2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Saxon Interests's 13F filing for Q1 2026, filed 29 Apr 2026.