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Secured Retirement Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Secured Retirement Advisors’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 		– Sell
-1,034
Closed -$227K – 146
2025
Q4 		$227K Buy
+1,034
New +$226K 0.13% 121

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

Secured Retirement Advisors's VIG Position: Q1 2026 in Review

Secured Retirement Advisors sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2026, closing a stake of 1,034 shares — an estimated $227K sold.

Secured Retirement Advisors first reported a position in VIG in Q4 2025 and held it in 1 quarter. The position peaked at $227K in Q4 2025. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • Secured Retirement Advisors reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2026 after selling out during the quarter.
  • Secured Retirement Advisors sold 1,034 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $227K.
  • Secured Retirement Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2025 and held it in 1 quarter.
  • Secured Retirement Advisors's Vanguard Dividend Appreciation ETF position peaked at $227K in Q4 2025.
  • 2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Secured Retirement Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.