Simplicity Wealth’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Simplicity Wealth’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	$2.12M	Sell	9,846 -923	-9%	-$206K	0.12%	174
2025 Q4	$2.37M	Sell	10,769 -2,151	-17%	-$470K	0.14%	159
2025 Q3	$2.79M	Sell	12,920 -1,765	-12%	-$371K	0.16%	140
2025 Q2	$3.01M	Buy	14,685 +9,843	+203%	+$1.91M	0.13%	162
2025 Q1	$939K	Buy	4,842 +1,633	+51%	+$325K	0.07%	264
2024 Q4	$628K	Sell	3,209 -2,678	-45%	-$535K	0.13%	138
2024 Q3	$1.17M	Sell	5,887 -10,574	-64%	-$2.01M	0.11%	174
2024 Q2	$3M	Sell	16,461 -44,717	-73%	-$8.05M	0.07%	275
2024 Q1	$11.2M	Buy	61,178 +58,178	+1,939%	+$10.2M	0.27%	76
2023 Q4	$511K	Buy	3,000 +870	+41%	+$140K	0.2%	95
2023 Q3	$331K	Sell	2,130 -21	-1%	-$3.4K	0.19%	62
2023 Q2	$349K	Buy	2,151 +664	+45%	+$104K	0.22%	56
2023 Q1	$229K	Buy	+1,487	New	+$228K	0.15%	59

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

Simplicity Wealth's VIG Position: Q1 2026 in Review

Simplicity Wealth reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 8.6% in Q1 2026, selling an estimated $206K and leaving 9,846 shares worth $2.12M. The position accounts for 0.12% of the portfolio, ranked #174.

Simplicity Wealth first reported a position in VIG in Q1 2023 and has held it in 13 quarters since. The position peaked at $11.2M in Q1 2024. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Simplicity Wealth held 9,846 shares of Vanguard Dividend Appreciation ETF worth $2.12M as of Q1 2026.
Simplicity Wealth sold 923 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $206K.
Vanguard Dividend Appreciation ETF made up 0.12% of Simplicity Wealth's portfolio in Q1 2026, its #174 holding.
Simplicity Wealth first reported a position in Vanguard Dividend Appreciation ETF in Q1 2023 and has held it in 13 quarters since.
Simplicity Wealth's Vanguard Dividend Appreciation ETF position peaked at $11.2M in Q1 2024.
2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.