Smartleaf Asset Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Smartleaf Asset 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	$3.9M	Buy	18,514 +172	+0.9%	+$38.3K	0.14%	128
2025 Q4	$4.06M	Buy	18,342 +11,978	+188%	+$2.62M	0.15%	119
2025 Q3	$1.37M	Sell	6,364 -2,456	-28%	-$516K	0.08%	256
2025 Q2	$1.8M	Buy	8,820 +38	+0.4%	+$7.37K	0.16%	138
2025 Q1	$1.69M	Buy	8,782 +3,275	+59%	+$651K	0.16%	144
2024 Q4	$1.08M	Buy	5,507 +654	+13%	+$131K	0.11%	199
2024 Q3	$957K	Sell	4,853 -14	-0.3%	-$2.67K	0.12%	197
2024 Q2	$894K	Sell	4,867 -62	-1%	-$11.2K	0.15%	161
2024 Q1	$899K	Buy	4,929 +4,880	+9,959%	+$857K	0.17%	140
2023 Q4	$8.36K	Buy	+49	New	+$7.88K	﹤0.01%	795

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

Smartleaf Asset Management's VIG Position: Q1 2026 in Review

Smartleaf Asset Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.94% in Q1 2026, buying an estimated $38.3K and bringing the position to 18,514 shares worth $3.9M. The position accounts for 0.14% of the portfolio, ranked #128.

Smartleaf Asset Management first reported a position in VIG in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.06M in Q4 2025. 2,515 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Smartleaf Asset Management held 18,514 shares of Vanguard Dividend Appreciation ETF worth $3.9M as of Q1 2026.
Smartleaf Asset Management bought 172 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $38.3K.
Vanguard Dividend Appreciation ETF made up 0.14% of Smartleaf Asset Management's portfolio in Q1 2026, its #128 holding.
Smartleaf Asset Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 10 quarters since.
Smartleaf Asset Management's Vanguard Dividend Appreciation ETF position peaked at $4.06M in Q4 2025.
2,515 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.