Stelac Advisory Services’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Stelac Advisory Services’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	$152K	Hold	707	–	–	0.03%	138
2025 Q4	$155K	Hold	707	–	–	0.05%	92
2025 Q3	$153K	Hold	707	–	–	0.05%	92
2025 Q2	$145K	Hold	707	–	–	0.06%	90
2025 Q1	$137K	Hold	707	–	–	0.06%	88
2024 Q4	$138K	Hold	707	–	–	0.05%	92
2024 Q3	$141K	Hold	707	–	–	0.06%	92
2024 Q2	$130K	Hold	707	–	–	0.05%	95
2024 Q1	$129K	Hold	707	–	–	0.06%	94
2023 Q4	$120K	Sell	707 -11,707	-94%	-$1.88M	0.06%	80
2023 Q3	$1.93M	Buy	12,414 +11,707	+1,656%	+$1.9M	1.05%	26
2023 Q2	$115K	Hold	707	–	–	0.05%	142
2023 Q1	$109K	Hold	707	–	–	0.05%	149
2022 Q4	$107K	Buy	+707	New	+$105K	0.05%	147
2022 Q3	–	Sell	-707	Closed	-$101K	–	170
2022 Q2	$101K	Hold	707	–	–	0.04%	167
2022 Q1	$115K	Hold	707	–	–	0.04%	159
2021 Q4	$121K	Hold	707	–	–	0.03%	175
2021 Q3	$109K	Hold	707	–	–	0.03%	210
2021 Q2	$109K	Sell	707 -13	-2%	-$2K	0.02%	273
2021 Q1	$106K	Buy	+720	New	+$102K	0.04%	224

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

Stelac Advisory Services's VIG Position: Q1 2026 in Review

Stelac Advisory Services held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q1 2026 at 707 shares worth $152K. The position accounts for 0.03% of the portfolio, ranked #138.

Stelac Advisory Services first reported a position in VIG in Q1 2021 and has held it in 20 quarters since. The position peaked at $1.93M in Q3 2023. 2,515 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Stelac Advisory Services held 707 shares of Vanguard Dividend Appreciation ETF worth $152K as of Q1 2026.
Stelac Advisory Services left its Vanguard Dividend Appreciation ETF share count unchanged in Q1 2026.
Vanguard Dividend Appreciation ETF made up 0.03% of Stelac Advisory Services's portfolio in Q1 2026, its #138 holding.
Stelac Advisory Services first reported a position in Vanguard Dividend Appreciation ETF in Q1 2021 and has held it in 20 quarters since.
Stelac Advisory Services's Vanguard Dividend Appreciation ETF position peaked at $1.93M in Q3 2023.
2,515 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Stelac Advisory Services's 13F filing for Q1 2026, filed 8 May 2026.