Schaeffer Financial’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Schaeffer Financial’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	$756K	Buy	3,513 +72	+2%	+$16.1K	0.64%	12
2025 Q4	$756K	Sell	3,441 -36	-1%	-$7.87K	0.66%	10
2025 Q3	$750K	Buy	3,477 +55	+2%	+$11.6K	0.68%	9
2025 Q2	$700K	Buy	3,422 +10	+0.3%	+$1.94K	0.68%	9
2025 Q1	$662K	Buy	3,412 +2	+0.1%	+$398	0.73%	9
2024 Q4	$668K	Sell	3,410 -129	-4%	-$25.8K	0.67%	10
2024 Q3	$701K	Buy	3,539 +18	+0.5%	+$3.43K	0.71%	9
2024 Q2	$643K	Sell	3,521 -58	-2%	-$10.4K	0.7%	10
2024 Q1	$654K	Sell	3,579 -15	-0.4%	-$2.63K	0.65%	10
2023 Q4	$612K	Buy	+3,594	New	+$578K	0.65%	10
2022 Q3	$4.33M	Sell	32,003 -721	-2%	-$107K	8.04%	6
2022 Q2	$4.7M	Sell	32,724 -1,049	-3%	-$160K	7.62%	7
2022 Q1	$5.48M	Sell	33,773 -1,530	-4%	-$247K	7.39%	7
2021 Q4	$6.06M	Buy	+35,303	New	+$5.82M	7.67%	6

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 $17.8B AUM 24.16% 1-Year Est. Return

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

Schaeffer Financial's VIG Position: Q1 2026 in Review

Schaeffer Financial increased its Vanguard Dividend Appreciation ETF (VIG) stake by 2.1% in Q1 2026, buying an estimated $16.1K and bringing the position to 3,513 shares worth $756K. The position accounts for 0.64% of the portfolio, ranked #12.

Schaeffer Financial first reported a position in VIG in Q4 2021 and has held it in 14 quarters since. The position peaked at $6.06M in Q4 2021. 2,515 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Schaeffer Financial held 3,513 shares of Vanguard Dividend Appreciation ETF worth $756K as of Q1 2026.
Schaeffer Financial bought 72 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $16.1K.
Vanguard Dividend Appreciation ETF made up 0.64% of Schaeffer Financial's portfolio in Q1 2026, its #12 holding.
Schaeffer Financial first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 14 quarters since.
Schaeffer Financial's Vanguard Dividend Appreciation ETF position peaked at $6.06M in Q4 2021.
2,515 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Schaeffer Financial's 13F filing for Q1 2026, filed 27 Apr 2026.