SteelPeak Wealth’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

SteelPeak Wealth’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	–	Sell	-937	Closed	-$206K	–	650
2025 Q4	$206K	Sell	937 -13,263	-93%	-$2.9M	0.01%	493
2025 Q3	$3.07M	Buy	14,200 +1,703	+14%	+$358K	0.1%	151
2025 Q2	$2.57M	Buy	12,497 +1,581	+14%	+$306K	0.1%	159
2025 Q1	$2.12M	Sell	10,916 -556	-5%	-$111K	0.09%	177
2024 Q4	$2.25M	Buy	11,472 +354	+3%	+$70.7K	0.09%	167
2024 Q3	$2.21M	Sell	11,118 -136	-1%	-$25.9K	0.1%	160
2024 Q2	$2.06M	Sell	11,254 -4,396	-28%	-$791K	0.1%	160
2024 Q1	$2.86M	Buy	15,650 +214	+1%	+$37.6K	0.14%	126
2023 Q4	$2.63M	Buy	15,436 +752	+5%	+$121K	0.15%	113
2023 Q3	$2.29M	Buy	14,684 +4,371	+42%	+$709K	0.14%	119
2023 Q2	$1.68M	Buy	+10,313	New	+$1.62M	0.1%	139
2022 Q2	–	Sell	-1,415	Closed	-$229K	–	481
2022 Q1	$229K	Hold	1,415	–	–	0.01%	383
2021 Q4	$243K	Hold	1,415	–	–	0.01%	360
2021 Q3	$217K	Hold	1,415	–	–	0.01%	383
2021 Q2	$219K	Hold	1,415	–	–	0.02%	381
2021 Q1	$208K	Buy	+1,415	New	+$201K	0.02%	348

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $672B AUM 33.48% 1-Year Est. Return

SteelPeak Wealth's VIG Position: Q1 2026 in Review

SteelPeak Wealth sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2026, closing a stake of 937 shares — an estimated $206K sold.

SteelPeak Wealth first reported a position in VIG in Q1 2021 and held it in 16 quarters. The position peaked at $3.07M in Q3 2025. 2,526 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

SteelPeak Wealth reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2026 after selling out during the quarter.
SteelPeak Wealth sold 937 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $206K.
SteelPeak Wealth first reported a position in Vanguard Dividend Appreciation ETF in Q1 2021 and held it in 16 quarters.
SteelPeak Wealth's Vanguard Dividend Appreciation ETF position peaked at $3.07M in Q3 2025.
2,526 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on SteelPeak Wealth's 13F filing for Q1 2026, filed 5 May 2026.