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Sittner & Nelson’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Sittner & Nelson’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 		$61.1K Hold
284
– – 0.02% 279
2025
Q4 		$65.2K Hold
284
– – 0.02% 250
2025
Q3 		$61.3K Sell
284
-44
-13% -$9.24K 0.02% 236
2025
Q2 		$67.1K Hold
328
– – 0.03% 225
2025
Q1 		$63.6K Buy
328
+70
+27% +$13.9K 0.03% 213
2024
Q4 		$50.5K Buy
258
+44
+21% +$8.79K 0.02% 225
2024
Q3 		$42.4K Sell
214
-36
-14% -$6.86K 0.02% 243
2024
Q2 		$45.6K Hold
250
– – 0.02% 220
2024
Q1 		$45.7K Buy
250
+16
+7% +$2.81K 0.02% 221
2023
Q4 		$39.9K Hold
234
– – 0.02% 229
2023
Q3 		$36.4K Buy
234
+184
+368% +$29.8K 0.02% 233
2023
Q2 		$8.12K Hold
50
– – ﹤0.01% 360
2023
Q1 		$7.7K Hold
50
– – ﹤0.01% 376
2022
Q4 		$7.59K Hold
50
– – ﹤0.01% 360
2022
Q3 		$7K Hold
50
– – ﹤0.01% 363
2022
Q2 		$7K Hold
50
– – ﹤0.01% 398
2022
Q1 		$8K Hold
50
– – ﹤0.01% 358
2021
Q4 		$9K Hold
50
– – 0.01% 351
2021
Q3 		$8K Sell
50
-8
-14% -$1.27K 0.01% 339
2021
Q2 		$9K Hold
58
– – 0.01% 310
2021
Q1 		$9K Hold
58
– – 0.01% 302
2020
Q4 		$8K Buy
+58
New +$7.86K 0.01% 299

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 $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $15.5B AUM 18.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sittner & Nelson's VIG Position: Q1 2026 in Review

Sittner & Nelson held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q1 2026 at 284 shares worth $61.1K. The position accounts for 0.02% of the portfolio, ranked #279.

Sittner & Nelson first reported a position in VIG in Q4 2020 and has held it in 22 quarters since. The position peaked at $67.1K in Q2 2025. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • Sittner & Nelson held 284 shares of Vanguard Dividend Appreciation ETF worth $61.1K as of Q1 2026.
  • Sittner & Nelson left its Vanguard Dividend Appreciation ETF share count unchanged in Q1 2026.
  • Vanguard Dividend Appreciation ETF made up 0.02% of Sittner & Nelson's portfolio in Q1 2026, its #279 holding.
  • Sittner & Nelson first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 22 quarters since.
  • Sittner & Nelson's Vanguard Dividend Appreciation ETF position peaked at $67.1K in Q2 2025.
  • 2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Sittner & Nelson's 13F filing for Q1 2026, filed 12 May 2026.