Sensible Money’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Sensible Money’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	$347K	Sell	1,614 -54	-3%	-$12K	0.11%	60
2025 Q4	$367K	Hold	1,668	–	–	0.12%	57
2025 Q3	$360K	Hold	1,668	–	–	0.12%	56
2025 Q2	$341K	Hold	1,668	–	–	0.13%	56
2025 Q1	$324K	Buy	1,668 +72	+5%	+$14.3K	0.14%	56
2024 Q4	$313K	Hold	1,596	–	–	0.14%	58
2024 Q3	$316K	Hold	1,596	–	–	0.14%	59
2024 Q2	$291K	Hold	1,596	–	–	0.14%	62
2024 Q1	$291K	Buy	1,596 +1	+0.1%	+$176	0.16%	60
2023 Q4	$272K	Hold	1,595	–	–	0.16%	59
2023 Q3	$248K	Hold	1,595	–	–	0.17%	57
2023 Q2	$259K	Hold	1,595	–	–	0.19%	58
2023 Q1	$246K	Sell	1,595 -60	-4%	-$9.19K	0.21%	60
2022 Q4	$251K	Buy	+1,655	New	+$247K	0.27%	54

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

Sensible Money's VIG Position: Q1 2026 in Review

Sensible Money reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 3.2% in Q1 2026, selling an estimated $12K and leaving 1,614 shares worth $347K. The position accounts for 0.11% of the portfolio, ranked #60.

Sensible Money first reported a position in VIG in Q4 2022 and has held it in 14 quarters since. The position peaked at $367K in Q4 2025. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Sensible Money held 1,614 shares of Vanguard Dividend Appreciation ETF worth $347K as of Q1 2026.
Sensible Money sold 54 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $12K.
Vanguard Dividend Appreciation ETF made up 0.11% of Sensible Money's portfolio in Q1 2026, its #60 holding.
Sensible Money first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 14 quarters since.
Sensible Money's Vanguard Dividend Appreciation ETF position peaked at $367K in Q4 2025.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Sensible Money's 13F filing for Q1 2026, filed 21 Apr 2026.