Seneca Financial Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Seneca Financial 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	$32.3M	Buy	150,245 +2,584	+2%	+$576K	9.47%	1
2025 Q4	$32.5M	Buy	147,661 +673	+0.5%	+$147K	9.88%	1
2025 Q3	$31.7M	Sell	146,988 -528	-0.4%	-$111K	10.36%	1
2025 Q2	$30.2M	Buy	147,516 +820	+0.6%	+$159K	11.64%	1
2025 Q1	$28.5M	Buy	146,696 +1,276	+0.9%	+$254K	13.79%	1
2024 Q4	$28.5M	Sell	145,420 -2,716	-2%	-$542K	14.14%	1
2024 Q3	$29.3M	Sell	148,136 -625	-0.4%	-$119K	14.27%	1
2024 Q2	$27.2M	Sell	148,761 -12,505	-8%	-$2.25M	14.07%	1
2024 Q1	$29.4M	Sell	161,266 -23,968	-13%	-$4.21M	15.7%	1
2023 Q4	$31.6M	Sell	185,234 -231	-0.1%	-$37.2K	18.31%	1
2023 Q3	$28.8M	Sell	185,465 -1,517	-0.8%	-$246K	19.73%	1
2023 Q2	$30.4M	Sell	186,982 -9,867	-5%	-$1.55M	20.16%	1
2023 Q1	$30.3M	Sell	196,849 -2,002	-1%	-$307K	19.48%	1
2022 Q4	$30.2M	Sell	198,851 -7,209	-3%	-$1.07M	19.1%	1
2022 Q3	$27.9M	Sell	206,060 -1,078	-0.5%	-$160K	19.93%	1
2022 Q2	$29.7M	Sell	207,138 -2,568	-1%	-$391K	19.99%	1
2022 Q1	$34M	Buy	209,706 +3,299	+2%	+$532K	20.65%	1
2021 Q4	$35.5M	Sell	206,407 -1,647	-0.8%	-$271K	20.98%	1
2021 Q3	$32M	Sell	208,054 -2,708	-1%	-$432K	21.16%	1
2021 Q2	$32.6M	Buy	210,762 +3,423	+2%	+$525K	21.34%	1
2021 Q1	$30.5M	Buy	207,339 +7,881	+4%	+$1.12M	21.46%	1
2020 Q4	$28.2M	Buy	+199,458	New	+$27M	21.39%	1

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

Seneca Financial Advisors's VIG Position: Q1 2026 in Review

Seneca Financial Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 1.7% in Q1 2026, buying an estimated $576K and bringing the position to 150,245 shares worth $32.3M. The position accounts for 9.47% of the portfolio, ranked #1.

Seneca Financial Advisors first reported a position in VIG in Q4 2020 and has held it in 22 quarters since. The position peaked at $35.5M in Q4 2021. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Seneca Financial Advisors held 150,245 shares of Vanguard Dividend Appreciation ETF worth $32.3M as of Q1 2026.
Seneca Financial Advisors bought 2,584 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $576K.
Vanguard Dividend Appreciation ETF made up 9.47% of Seneca Financial Advisors's portfolio in Q1 2026, its #1 holding.
Seneca Financial Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 22 quarters since.
Seneca Financial Advisors's Vanguard Dividend Appreciation ETF position peaked at $35.5M in Q4 2021.
2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Seneca Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.