Stone Summit Wealth’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Stone Summit 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	$574K	Hold	2,669	–	–	0.16%	85
2025 Q4	$587K	Sell	2,669 -35	-1%	-$7.65K	0.16%	87
2025 Q3	$583K	Sell	2,704 -25	-0.9%	-$5.25K	0.17%	90
2025 Q2	$559K	Sell	2,729 -5	-0.2%	-$969	0.17%	96
2025 Q1	$530K	Hold	2,734	–	–	0.18%	91
2024 Q4	$535K	Sell	2,734 -100	-4%	-$20K	0.18%	94
2024 Q3	$561K	Buy	2,834 +100	+4%	+$19K	0.18%	94
2024 Q2	$499K	Hold	2,734	–	–	0.18%	93
2024 Q1	$499K	Hold	2,734	–	–	0.17%	96
2023 Q4	$466K	Sell	2,734 -35	-1%	-$5.63K	0.18%	102
2023 Q3	$430K	Buy	2,769 +4	+0.1%	+$648	0.18%	102
2023 Q2	$449K	Buy	2,765 +465	+20%	+$72.8K	0.19%	96
2023 Q1	$354K	Hold	2,300	–	–	0.16%	106
2022 Q4	$349K	Sell	2,300 -419	-15%	-$62.4K	0.17%	105
2022 Q3	$368K	Hold	2,719	–	–	0.23%	91
2022 Q2	$390K	Hold	2,719	–	–	0.23%	91
2022 Q1	$443K	Buy	+2,719	New	+$439K	0.25%	91

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

Stone Summit Wealth's VIG Position: Q1 2026 in Review

Stone Summit Wealth held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q1 2026 at 2,669 shares worth $574K. The position accounts for 0.16% of the portfolio, ranked #85.

Stone Summit Wealth first reported a position in VIG in Q1 2022 and has held it in 17 quarters since. The position peaked at $587K in Q4 2025. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Stone Summit Wealth held 2,669 shares of Vanguard Dividend Appreciation ETF worth $574K as of Q1 2026.
Stone Summit Wealth left its Vanguard Dividend Appreciation ETF share count unchanged in Q1 2026.
Vanguard Dividend Appreciation ETF made up 0.16% of Stone Summit Wealth's portfolio in Q1 2026, its #85 holding.
Stone Summit Wealth first reported a position in Vanguard Dividend Appreciation ETF in Q1 2022 and has held it in 17 quarters since.
Stone Summit Wealth's Vanguard Dividend Appreciation ETF position peaked at $587K in Q4 2025.
2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Stone Summit Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.