SimplyRich’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

SimplyRich’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	$667K	Hold	3,102	–	–	0.17%	114
2025 Q4	$681K	Hold	3,102	–	–	0.18%	106
2025 Q3	$669K	Hold	3,102	–	–	0.18%	112
2025 Q2	$634K	Hold	3,102	–	–	0.18%	113
2025 Q1	$601K	Hold	3,102	–	–	0.17%	115
2024 Q4	$607K	Hold	3,102	–	–	0.17%	115
2024 Q3	$614K	Hold	3,102	–	–	0.17%	112
2024 Q2	$566K	Hold	3,102	–	–	0.18%	107
2024 Q1	$567K	Hold	3,102	–	–	0.18%	109
2023 Q4	$529K	Buy	+3,102	New	+$499K	0.18%	106
2023 Q3	–	Sell	-3,102	Closed	-$503K	–	166
2023 Q2	$503K	Hold	3,102	–	–	0.18%	112
2023 Q1	$477K	Hold	3,102	–	–	0.18%	112
2022 Q4	$471K	Hold	3,102	–	–	0.19%	117
2022 Q3	$419K	Hold	3,102	–	–	0.19%	107
2022 Q2	$445K	Hold	3,102	–	–	0.18%	108
2022 Q1	$503K	Hold	3,102	–	–	0.18%	113
2021 Q4	$533K	Hold	3,102	–	–	0.18%	113
2021 Q3	$476K	Buy	+3,102	New	+$494K	0.17%	114
2021 Q2	–	Sell	-3,102	Closed	-$456K	–	180
2021 Q1	$456K	Buy	3,102 +121	+4%	+$17.2K	0.18%	110
2020 Q4	$421K	Hold	2,981	–	–	0.19%	103
2020 Q3	$384K	Hold	2,981	–	–	0.19%	104
2020 Q2	$345K	Hold	2,981	–	–	0.19%	108
2020 Q1	$314K	Hold	2,981	–	–	0.21%	97
2019 Q4	$371K	Hold	2,981	–	–	0.19%	121
2019 Q3	$354K	Hold	2,981	–	–	0.19%	117
2019 Q2	$343K	Buy	+2,981	New	+$334K	0.19%	124
2018 Q4	–	Sell	-2,981	Closed	-$330K	–	142
2018 Q3	$330K	Hold	2,981	–	–	0.18%	132
2018 Q2	$303K	Hold	2,981	–	–	0.17%	135
2018 Q1	$301K	Hold	2,981	–	–	0.17%	141
2017 Q4	$304K	Buy	+2,981	New	+$294K	0.17%	139

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 $17.8B AUM 24.16% 1-Year Est. Return

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

SimplyRich's VIG Position: Q1 2026 in Review

SimplyRich held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q1 2026 at 3,102 shares worth $667K. The position accounts for 0.17% of the portfolio, ranked #114.

SimplyRich first reported a position in VIG in Q4 2017 and has held it in 30 quarters since. The position peaked at $681K in Q4 2025. 2,515 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

SimplyRich held 3,102 shares of Vanguard Dividend Appreciation ETF worth $667K as of Q1 2026.
SimplyRich left its Vanguard Dividend Appreciation ETF share count unchanged in Q1 2026.
Vanguard Dividend Appreciation ETF made up 0.17% of SimplyRich's portfolio in Q1 2026, its #114 holding.
SimplyRich first reported a position in Vanguard Dividend Appreciation ETF in Q4 2017 and has held it in 30 quarters since.
SimplyRich's Vanguard Dividend Appreciation ETF position peaked at $681K in Q4 2025.
2,515 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on SimplyRich's 13F filing for Q1 2026, filed 1 May 2026.