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Stone House Investment Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Stone House Investment 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 		$11.6K Hold
54
– – ﹤0.01% 330
2025
Q4 		$11.9K Hold
54
– – ﹤0.01% 302
2025
Q3 		$11.7K Hold
54
– – ﹤0.01% 273
2025
Q2 		$11.1K Hold
54
– – ﹤0.01% 258
2025
Q1 		$10.5K Buy
+54
New +$10.7K ﹤0.01% 245
2024
Q2 		– Sell
-56
Closed -$10.2K – 437
2024
Q1 		$10.2K Buy
+56
New +$9.84K ﹤0.01% 229
2021
Q2 		– Sell
-3,719
Closed -$525K – 50
2021
Q1 		$525K Hold
3,719
– – 0.26% 26
2020
Q4 		$525K Sell
3,719
-75
-2% -$10.2K 0.26% 26
2020
Q3 		$488K Sell
3,794
-53
-1% -$6.67K 0.2% 33
2020
Q2 		$451K Buy
+3,847
New +$438K 0.23% 30
2019
Q1 		– Sell
-2,796
Closed -$274K – 224
2018
Q4 		$274K Sell
2,796
-226
-7% -$23.6K 0.17% 44
2018
Q3 		$335K Sell
3,022
-270
-8% -$29K 0.19% 42
2018
Q2 		$335K Sell
3,292
-139
-4% -$14.2K 0.21% 37
2018
Q1 		$347K Sell
3,431
-1,635
-32% -$169K 0.23% 32
2017
Q4 		$517K Sell
5,066
-763
-13% -$75.1K 0.35% 27
2017
Q3 		$553K Sell
5,829
-421
-7% -$39.3K 0.39% 28
2017
Q2 		$579K Sell
6,250
-10
-0.2% -$917 0.42% 29
2017
Q1 		$563K Sell
6,260
-29,259
-82% -$2.59M 0.42% 28
2016
Q4 		$3.03M Buy
+35,519
New +$2.99M 2.54% 12

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stone House Investment Management's VIG Position: Q1 2026 in Review

Stone House Investment Management held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q1 2026 at 54 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #330.

Stone House Investment Management first reported a position in VIG in Q4 2016 and has held it in 19 quarters since. The position peaked at $3.03M in Q4 2016. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • Stone House Investment Management held 54 shares of Vanguard Dividend Appreciation ETF worth $11.6K as of Q1 2026.
  • Stone House Investment Management left its Vanguard Dividend Appreciation ETF share count unchanged in Q1 2026.
  • Vanguard Dividend Appreciation ETF made up ﹤0.01% of Stone House Investment Management's portfolio in Q1 2026, its #330 holding.
  • Stone House Investment Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2016 and has held it in 19 quarters since.
  • Stone House Investment Management's Vanguard Dividend Appreciation ETF position peaked at $3.03M in Q4 2016.
  • 2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.