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StoneX Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

StoneX Group’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 		$8.95M Sell
41,600
-3,571
-8% -$796K 0.48% 33
2025
Q4 		$9.93M Buy
45,171
+401
+0.9% +$87.6K 0.43% 36
2025
Q3 		$9.7M Buy
44,770
+830
+2% +$174K 0.42% 40
2025
Q2 		$9.03M Buy
43,940
+590
+1% +$114K 0.44% 38
2025
Q1 		$8.41M Buy
43,350
+886
+2% +$176K 0.46% 36
2024
Q4 		$8.32M Buy
+42,464
New +$8.48M 0.46% 35
2023
Q1 		– Sell
-31,094
Closed -$4.72M – 677
2022
Q4 		$4.72M Buy
31,094
+337
+1% +$50.2K 0.69% 27
2022
Q3 		$4.16M Buy
30,757
+487
+2% +$72.5K 0.77% 28
2022
Q2 		$4.34M Buy
30,270
+386
+1% +$58.8K 0.71% 30
2022
Q1 		$4.85M Sell
29,884
-331
-1% -$53.4K 0.46% 40
2021
Q4 		$5.19M Buy
30,215
+1,135
+4% +$187K 0.6% 30
2021
Q3 		$4.47M Buy
29,080
+489
+2% +$77.9K 0.64% 33
2021
Q2 		$4.43M Buy
28,591
+950
+3% +$146K 0.66% 32
2021
Q1 		$4.07M Sell
27,641
-653
-2% -$92.9K 0.73% 26
2020
Q4 		$3.99M Sell
28,294
-472
-2% -$64K 0.88% 21
2020
Q3 		$3.72M Buy
28,766
+1,244
+5% +$157K 1.2% 17
2020
Q2 		$3.24M Buy
27,522
+3,368
+14% +$383K 1.23% 15
2020
Q1 		$2.5M Sell
24,154
-436
-2% -$52K 1.33% 15
2019
Q4 		$3.06M Buy
24,590
+3,701
+18% +$448K 1.25% 11
2019
Q3 		$2.5M Buy
20,889
+1,471
+8% +$174K 1.56% 5
2019
Q2 		$2.24M Buy
19,418
+1,596
+9% +$179K 1.44% 5
2019
Q1 		$1.96M Buy
17,822
+4,612
+35% +$486K 1.49% 5
2018
Q4 		$1.29M Buy
13,210
+103
+0.8% +$10.7K 1.25% 11
2018
Q3 		$1.45M Buy
13,107
+1,604
+14% +$172K 1.08% 13
2018
Q2 		$1.17M Buy
11,503
+13
+0.1% +$1.32K 1.01% 16
2018
Q1 		$1.16M Sell
11,490
-1,120
-9% -$116K 1.11% 14
2017
Q4 		$1.29M Buy
12,610
+144
+1% +$14.2K 1.34% 9
2017
Q3 		$1.18M Sell
12,466
-5,002
-29% -$467K 1.47% 9
2017
Q2 		$1.62M Buy
+17,468
New +$1.6M 0.51% 54

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

StoneX Group's VIG Position: Q1 2026 in Review

StoneX Group reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 7.9% in Q1 2026, selling an estimated $796K and leaving 41,600 shares worth $8.95M. The position accounts for 0.48% of the portfolio, ranked #33.

StoneX Group first reported a position in VIG in Q2 2017 and has held it in 29 quarters since. The position peaked at $9.93M in Q4 2025. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • StoneX Group held 41,600 shares of Vanguard Dividend Appreciation ETF worth $8.95M as of Q1 2026.
  • StoneX Group sold 3,571 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $796K.
  • Vanguard Dividend Appreciation ETF made up 0.48% of StoneX Group's portfolio in Q1 2026, its #33 holding.
  • StoneX Group first reported a position in Vanguard Dividend Appreciation ETF in Q2 2017 and has held it in 29 quarters since.
  • StoneX Group's Vanguard Dividend Appreciation ETF position peaked at $9.93M in Q4 2025.
  • 2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.