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

SHP 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 		$310K Hold
1,440
– – 0.02% 200
2025
Q4 		$317K Buy
+1,440
New +$315K 0.02% 194

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 $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 $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 $17.8B AUM 24.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

SHP Wealth Management held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q1 2026 at 1,440 shares worth $310K. The position accounts for 0.02% of the portfolio, ranked #200.

SHP Wealth Management first reported a position in VIG in Q4 2025 and has held it in 2 quarters since. The position peaked at $317K in Q4 2025. 2,522 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • SHP Wealth Management held 1,440 shares of Vanguard Dividend Appreciation ETF worth $310K as of Q1 2026.
  • SHP Wealth Management left its Vanguard Dividend Appreciation ETF share count unchanged in Q1 2026.
  • Vanguard Dividend Appreciation ETF made up 0.02% of SHP Wealth Management's portfolio in Q1 2026, its #200 holding.
  • SHP Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $317K in Q4 2025.
  • 2,522 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.