Stokes Family Office’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Stokes Family Office’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	$76.1M	Buy	354,083 +11,196	+3%	+$2.5M	7.86%	1
2025 Q4	$75.4M	Sell	342,887 -96,233	-22%	-$21M	6.89%	1
2025 Q3	$94.8M	Sell	439,120 -9,040	-2%	-$1.9M	9%	1
2025 Q2	$91.7M	Sell	448,160 -44,127	-9%	-$8.55M	9.62%	1
2025 Q1	$95.5M	Sell	492,287 -13,291	-3%	-$2.64M	10.74%	1
2024 Q4	$99M	Sell	505,578 -2,661	-0.5%	-$531K	10.57%	1
2024 Q3	$101M	Sell	508,239 -11,918	-2%	-$2.27M	11.01%	1
2024 Q2	$95M	Sell	520,157 -14,171	-3%	-$2.55M	11.13%	1
2024 Q1	$97.6M	Sell	534,328 -1,143	-0.2%	-$201K	12.19%	1
2023 Q4	$91.2M	Sell	535,471 -66,157	-11%	-$10.6M	12.33%	1
2023 Q3	$93.5M	Sell	601,628 -73,003	-11%	-$11.8M	10.97%	1
2023 Q2	$110M	Sell	674,631 -6,102	-0.9%	-$956K	12.66%	1
2023 Q1	$105M	Buy	680,733 +159,723	+31%	+$24.5M	13.06%	1
2022 Q4	$79.1M	Sell	521,010 -23,191	-4%	-$3.46M	10.18%	1
2022 Q3	$73.6M	Buy	544,201 +23,322	+4%	+$3.47M	10.49%	1
2022 Q2	$74.7M	Buy	520,879 +4,900	+0.9%	+$746K	10.19%	1
2022 Q1	$83.7M	Buy	515,979 +5,696	+1%	+$919K	11.1%	1
2021 Q4	$87.6M	Buy	510,283 +2,458	+0.5%	+$405K	10.9%	1
2021 Q3	$78M	Buy	507,825 +6,660	+1%	+$1.06M	10.82%	1
2021 Q2	$77.6M	Sell	501,165 -32,861	-6%	-$5.04M	10.98%	1
2021 Q1	$78.7M	Sell	534,026 -34,328	-6%	-$4.88M	12.23%	1
2020 Q4	$80.2M	Buy	568,354 +6,544	+1%	+$887K	15.82%	1
2020 Q3	$72.3M	Sell	561,810 -687	-0.1%	-$86.4K	16.38%	1
2020 Q2	$65.9M	Buy	562,497 +17,542	+3%	+$2M	16.62%	1
2020 Q1	$56.3M	Buy	544,955 +24,911	+5%	+$2.97M	15.03%	1
2019 Q4	$65M	Buy	+520,044	New	+$62.9M	14.43%	1

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

Stokes Family Office's VIG Position: Q1 2026 in Review

Stokes Family Office increased its Vanguard Dividend Appreciation ETF (VIG) stake by 3.3% in Q1 2026, buying an estimated $2.5M and bringing the position to 354,083 shares worth $76.1M. The position accounts for 7.86% of the portfolio, ranked #1.

Stokes Family Office first reported a position in VIG in Q4 2019 and has held it in 26 quarters since. The position peaked at $110M in Q2 2023. 2,515 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Stokes Family Office held 354,083 shares of Vanguard Dividend Appreciation ETF worth $76.1M as of Q1 2026.
Stokes Family Office bought 11,196 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $2.5M.
Vanguard Dividend Appreciation ETF made up 7.86% of Stokes Family Office's portfolio in Q1 2026, its #1 holding.
Stokes Family Office first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and has held it in 26 quarters since.
Stokes Family Office's Vanguard Dividend Appreciation ETF position peaked at $110M in Q2 2023.
2,515 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.