SBI Securities’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

SBI Securities’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	$21.8M	Buy	101,275 +170	+0.2%	+$37.9K	0.6%	34
2025 Q4	$22.2M	Sell	101,105 -873	-0.9%	-$191K	0.57%	33
2025 Q3	$22M	Sell	101,978 -2,409	-2%	-$506K	0.56%	32
2025 Q2	$21.4M	Buy	104,387 +183	+0.2%	+$35.5K	0.61%	31
2025 Q1	$20.2M	Buy	104,204 +273	+0.3%	+$54.3K	0.67%	32
2024 Q4	$20.4M	Buy	+103,931	New	+$20.8M	0.63%	29

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

SBI Securities's VIG Position: Q1 2026 in Review

SBI Securities increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.17% in Q1 2026, buying an estimated $37.9K and bringing the position to 101,275 shares worth $21.8M. The position accounts for 0.6% of the portfolio, ranked #34.

SBI Securities first reported a position in VIG in Q4 2024 and has held it in 6 quarters since. The position peaked at $22.2M in Q4 2025. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

SBI Securities held 101,275 shares of Vanguard Dividend Appreciation ETF worth $21.8M as of Q1 2026.
SBI Securities bought 170 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $37.9K.
Vanguard Dividend Appreciation ETF made up 0.6% of SBI Securities's portfolio in Q1 2026, its #34 holding.
SBI Securities first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 6 quarters since.
SBI Securities's Vanguard Dividend Appreciation ETF position peaked at $22.2M in Q4 2025.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on SBI Securities's 13F filing for Q1 2026, filed 28 Apr 2026.