Schneider Downs Wealth Management Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $443K | Hold |
2,061
| – | – | 0.05% | 105 |
|
|
2025
Q4 | $453K | Hold |
2,061
| – | – | 0.05% | 103 |
|
|
2025
Q3 | $445K | Hold |
2,061
| – | – | 0.05% | 104 |
|
|
2025
Q2 | $422K | Hold |
2,061
| – | – | 0.06% | 102 |
|
|
2025
Q1 | $400K | Sell |
2,061
-102
| -5% | -$20.3K | 0.07% | 98 |
|
|
2024
Q4 | $424K | Sell |
2,163
-373
| -15% | -$74.5K | 0.08% | 95 |
|
|
2024
Q3 | $502K | Hold |
2,536
| – | – | 0.1% | 84 |
|
|
2024
Q2 | $463K | Hold |
2,536
| – | – | 0.1% | 83 |
|
|
2024
Q1 | $463K | Hold |
2,536
| – | – | 0.11% | 84 |
|
|
2023
Q4 | $432K | Sell |
2,536
-204
| -7% | -$32.8K | 0.11% | 73 |
|
|
2023
Q3 | $426K | Sell |
2,740
-871
| -24% | -$141K | 0.1% | 65 |
|
|
2023
Q2 | $587K | Sell |
3,611
-66
| -2% | -$10.3K | 0.13% | 56 |
|
|
2023
Q1 | $566K | Buy |
3,677
+66
| +2% | +$10.1K | 0.12% | 61 |
|
|
2022
Q4 | $548K | Buy |
3,611
+1,269
| +54% | +$189K | 0.12% | 59 |
|
|
2022
Q3 | $317K | Hold |
2,342
| – | – | 0.09% | 86 |
|
|
2022
Q2 | $336K | Buy |
2,342
+51
| +2% | +$7.76K | 0.09% | 90 |
|
|
2022
Q1 | $372K | Buy |
2,291
+135
| +6% | +$21.8K | 0.09% | 91 |
|
|
2021
Q4 | $370K | Sell |
2,156
-15
| -0.7% | -$2.47K | 0.09% | 98 |
|
|
2021
Q3 | $333K | Hold |
2,171
| – | – | 0.09% | 97 |
|
|
2021
Q2 | $336K | Hold |
2,171
| – | – | 0.09% | 92 |
|
|
2021
Q1 | $319K | Hold |
2,171
| – | – | 0.08% | 91 |
|
|
2020
Q4 | $306K | Hold |
2,171
| – | – | 0.09% | 63 |
|
|
2020
Q3 | $279K | Hold |
2,171
| – | – | 0.09% | 75 |
|
|
2020
Q2 | $254K | Hold |
2,171
| – | – | 0.09% | 75 |
|
|
2020
Q1 | $224K | Hold |
2,171
| – | – | 0.08% | 80 |
|
|
2019
Q4 | $271K | Sell |
2,171
-733
| -25% | -$88.7K | 0.08% | 54 |
|
|
2019
Q3 | $347K | Hold |
2,904
| – | – | 0.11% | 40 |
|
|
2019
Q2 | $334K | Hold |
2,904
| – | – | 0.12% | 48 |
|
|
2019
Q1 | $318K | Hold |
2,904
| – | – | 0.12% | 45 |
|
|
2018
Q4 | $284K | Sell |
2,904
-444
| -13% | -$46.3K | 0.12% | 44 |
|
|
2018
Q3 | $371K | Hold |
3,348
| – | – | 0.24% | 37 |
|
|
2018
Q2 | $340K | Sell |
3,348
-349
| -9% | -$35.6K | 0.23% | 35 |
|
|
2018
Q1 | $374K | Buy |
3,697
+1,325
| +56% | +$137K | 0.21% | 31 |
|
|
2017
Q4 | $242K | Sell |
2,372
-597
| -20% | -$58.8K | 0.14% | 36 |
|
|
2017
Q3 | $281K | Sell |
2,969
-216
| -7% | -$20.2K | 0.18% | 33 |
|
|
2017
Q2 | $295K | Hold |
3,185
| – | – | 0.19% | 33 |
|
|
2017
Q1 | $286K | Buy |
+3,185
| New | +$282K | 0.2% | 35 |
|
Other funds holding VIG
VGA
HWM
Schneider Downs Wealth Management Advisors's VIG Position: Q1 2026 in Review
Schneider Downs Wealth Management Advisors held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q1 2026 at 2,061 shares worth $443K. The position accounts for 0.05% of the portfolio, ranked #105.
Schneider Downs Wealth Management Advisors first reported a position in VIG in Q1 2017 and has held it in 37 quarters since. The position peaked at $587K in Q2 2023. 2,515 funds tracked by Wall St. Rank hold VIG as of Q1 2026.
- Schneider Downs Wealth Management Advisors held 2,061 shares of Vanguard Dividend Appreciation ETF worth $443K as of Q1 2026.
- Schneider Downs Wealth Management Advisors left its Vanguard Dividend Appreciation ETF share count unchanged in Q1 2026.
- Vanguard Dividend Appreciation ETF made up 0.05% of Schneider Downs Wealth Management Advisors's portfolio in Q1 2026, its #105 holding.
- Schneider Downs Wealth Management Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q1 2017 and has held it in 37 quarters since.
- Schneider Downs Wealth Management Advisors's Vanguard Dividend Appreciation ETF position peaked at $587K in Q2 2023.
- 2,515 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.
Based on Schneider Downs Wealth Management Advisors's 13F filing for Q1 2026, filed 15 May 2026.