Strategic Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Strategic Advisors’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	$6.24M	Buy	29,016 +4,484	+18%	+$1,000K	1.04%	28
2025 Q4	$5.39M	Buy	24,532 +18,479	+305%	+$4.04M	0.84%	29
2025 Q3	$1.31M	Buy	6,053 +4,413	+269%	+$927K	0.21%	92
2025 Q2	$336K	Buy	+1,640	New	+$318K	0.07%	141
2022 Q1	–	Sell	-2,557	Closed	-$439K	–	211
2021 Q4	$439K	Buy	+2,557	New	+$421K	0.06%	154
2013 Q3	–	Sell	-5,199	Closed	-$347K	–	132
2013 Q2	$347K	Buy	+5,199	New	+$349K	0.31%	92

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

Strategic Advisors's VIG Position: Q1 2026 in Review

Strategic Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 18% in Q1 2026, buying an estimated $1,000K and bringing the position to 29,016 shares worth $6.24M. The position accounts for 1.04% of the portfolio, ranked #28.

Strategic Advisors first reported a position in VIG in Q2 2013 and has held it in 6 quarters since. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Strategic Advisors held 29,016 shares of Vanguard Dividend Appreciation ETF worth $6.24M as of Q1 2026.
Strategic Advisors bought 4,484 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $1,000K.
Vanguard Dividend Appreciation ETF made up 1.04% of Strategic Advisors's portfolio in Q1 2026, its #28 holding.
Strategic Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q2 2013 and has held it in 6 quarters since.
2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Strategic Advisors's 13F filing for Q1 2026, filed 14 May 2026.