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Sherman Porfolios’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Sherman Porfolios’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
-3,629
Closed -$798K – 167
2025
Q4 		$798K Buy
+3,629
New +$793K 0.05% 123

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sherman Porfolios's VIG Position: Q1 2026 in Review

Sherman Porfolios sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2026, closing a stake of 3,629 shares — an estimated $798K sold.

Sherman Porfolios first reported a position in VIG in Q4 2025 and held it in 1 quarter. The position peaked at $798K in Q4 2025. 2,526 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • Sherman Porfolios reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2026 after selling out during the quarter.
  • Sherman Porfolios sold 3,629 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $798K.
  • Sherman Porfolios first reported a position in Vanguard Dividend Appreciation ETF in Q4 2025 and held it in 1 quarter.
  • Sherman Porfolios's Vanguard Dividend Appreciation ETF position peaked at $798K in Q4 2025.
  • 2,526 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Sherman Porfolios's 13F filing for Q1 2026, filed 13 May 2026.