Schwallier Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Schwallier Wealth Management’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	$512K	Sell	2,381 -666	-22%	-$148K	0.37%	31
2025 Q4	$683K	Sell	3,047 -217	-7%	-$47.4K	0.44%	24
2025 Q3	$704K	Buy	3,264 +165	+5%	+$34.6K	0.44%	23
2025 Q2	$634K	Sell	3,099 -2	-0.1%	-$388	0.39%	24
2025 Q1	$602K	Sell	3,101 -5	-0.2%	-$994	0.44%	26
2024 Q4	$608K	Buy	3,106 +21	+0.7%	+$4.19K	0.46%	20
2024 Q3	$611K	Sell	3,085 -40	-1%	-$7.62K	0.44%	21
2024 Q2	$570K	Sell	3,125 -11,034	-78%	-$1.99M	0.46%	20
2024 Q1	$2.59M	Sell	14,159 -747	-5%	-$131K	2.08%	12
2023 Q4	$2.54M	Buy	+14,906	New	+$2.4M	2.11%	11

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

Schwallier Wealth Management's VIG Position: Q1 2026 in Review

Schwallier Wealth Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 22% in Q1 2026, selling an estimated $148K and leaving 2,381 shares worth $512K. The position accounts for 0.37% of the portfolio, ranked #31.

Schwallier Wealth Management first reported a position in VIG in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.59M in Q1 2024. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Schwallier Wealth Management held 2,381 shares of Vanguard Dividend Appreciation ETF worth $512K as of Q1 2026.
Schwallier Wealth Management sold 666 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $148K.
Vanguard Dividend Appreciation ETF made up 0.37% of Schwallier Wealth Management's portfolio in Q1 2026, its #31 holding.
Schwallier Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 10 quarters since.
Schwallier Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $2.59M in Q1 2024.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Schwallier Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.