Sound View Wealth Advisors Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Sound View Wealth Advisors Group’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	$18.8M	Sell	87,389 -474	-0.5%	-$106K	1.28%	17
2025 Q4	$19.3M	Buy	87,863 +267	+0.3%	+$58.3K	1.3%	18
2025 Q3	$18.9M	Sell	87,596 -373	-0.4%	-$78.3K	1.3%	19
2025 Q2	$18M	Sell	87,969 -3,629	-4%	-$703K	1.33%	18
2025 Q1	$17.8M	Sell	91,598 -1,448	-2%	-$288K	1.46%	14
2024 Q4	$18.2M	Buy	93,046 +1,337	+1%	+$267K	1.47%	14
2024 Q3	$18.2M	Buy	91,709 +7,120	+8%	+$1.36M	1.48%	14
2024 Q2	$15.4M	Sell	84,589 -1,078	-1%	-$194K	1.59%	13
2024 Q1	$15.6M	Sell	85,667 -4,925	-5%	-$865K	1.67%	11
2023 Q4	$15.4M	Buy	90,592 +4,828	+6%	+$777K	1.7%	10
2023 Q3	$13.3M	Buy	85,764 +6,345	+8%	+$1.03M	1.66%	12
2023 Q2	$12.9M	Sell	79,419 -737	-0.9%	-$115K	1.69%	11
2023 Q1	$12.3M	Sell	80,156 -10,436	-12%	-$1.6M	1.69%	12
2022 Q4	$15.4M	Buy	90,592 +34,681	+62%	+$5.17M	1.7%	10
2022 Q3	$7.56M	Sell	55,911 -1,111	-2%	-$165K	1.69%	11
2022 Q2	$8.18M	Sell	57,022 -301	-0.5%	-$45.8K	1.71%	10
2022 Q1	$9.29M	Sell	57,323 -503	-0.9%	-$81.2K	1.77%	11
2021 Q4	$9.93M	Sell	57,826 -5,746	-9%	-$947K	1.88%	10
2021 Q3	$9.77M	Sell	63,572 -353	-0.6%	-$56.3K	2.04%	7
2021 Q2	$9.89M	Sell	63,925 -673	-1%	-$103K	2.08%	5
2021 Q1	$9.5M	Buy	64,598 +41	+0.1%	+$5.83K	2.21%	5
2020 Q4	$9.11M	Buy	64,557 +332	+0.5%	+$45K	2.23%	5
2020 Q3	$8.26M	Buy	64,225 +2,188	+4%	+$275K	2.18%	6
2020 Q2	$7.27M	Buy	62,037 +19,367	+45%	+$2.2M	2.05%	5
2020 Q1	$4.41M	Buy	42,670 +6,378	+18%	+$761K	1.52%	13
2019 Q4	$4.52M	Buy	36,292 +6,243	+21%	+$755K	1.28%	22
2019 Q3	$3.59M	Buy	30,049 +5,397	+22%	+$637K	1.07%	28
2019 Q2	$2.84M	Buy	+24,652	New	+$2.77M	0.84%	38

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

Sound View Wealth Advisors Group's VIG Position: Q1 2026 in Review

Sound View Wealth Advisors Group reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.54% in Q1 2026, selling an estimated $106K and leaving 87,389 shares worth $18.8M. The position accounts for 1.28% of the portfolio, ranked #17.

Sound View Wealth Advisors Group first reported a position in VIG in Q2 2019 and has held it in 28 quarters since. The position peaked at $19.3M in Q4 2025. 2,515 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Sound View Wealth Advisors Group held 87,389 shares of Vanguard Dividend Appreciation ETF worth $18.8M as of Q1 2026.
Sound View Wealth Advisors Group sold 474 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $106K.
Vanguard Dividend Appreciation ETF made up 1.28% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #17 holding.
Sound View Wealth Advisors Group first reported a position in Vanguard Dividend Appreciation ETF in Q2 2019 and has held it in 28 quarters since.
Sound View Wealth Advisors Group's Vanguard Dividend Appreciation ETF position peaked at $19.3M in Q4 2025.
2,515 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.