SpringVest Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

SpringVest Wealth 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	$346K	Buy	1,608 +15	+0.9%	+$3.34K	0.24%	50
2025 Q4	$350K	Sell	1,593 -7	-0.4%	-$1.53K	0.24%	47
2025 Q3	$345K	Hold	1,600	–	–	0.25%	47
2025 Q2	$329K	Hold	1,600	–	–	0.27%	48
2025 Q1	$310K	Hold	1,600	–	–	0.26%	49
2024 Q4	$313K	Buy	+1,600	New	+$319K	0.27%	46

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

SpringVest Wealth Management's VIG Position: Q1 2026 in Review

SpringVest Wealth Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.94% in Q1 2026, buying an estimated $3.34K and bringing the position to 1,608 shares worth $346K. The position accounts for 0.24% of the portfolio, ranked #50.

SpringVest Wealth Management first reported a position in VIG in Q4 2024 and has held it in 6 quarters since. The position peaked at $350K in Q4 2025. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

SpringVest Wealth Management held 1,608 shares of Vanguard Dividend Appreciation ETF worth $346K as of Q1 2026.
SpringVest Wealth Management bought 15 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $3.34K.
Vanguard Dividend Appreciation ETF made up 0.24% of SpringVest Wealth Management's portfolio in Q1 2026, its #50 holding.
SpringVest Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 6 quarters since.
SpringVest Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $350K in Q4 2025.
2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on SpringVest Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.