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Strategic Financial Concepts’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Strategic Financial Concepts’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 		$15.2M Buy
70,622
+68,912
+4,030% +$15.4M 3.74% 1
2025
Q4 		$376K Sell
1,710
-63,171
-97% -$13.8M 0.34% 76
2025
Q3 		$14M Buy
64,881
+2,961
+5% +$622K 2.03% 10
2025
Q2 		$12.7M Sell
61,920
-414
-0.7% -$80.2K 1.78% 13
2025
Q1 		$12.1M Buy
62,334
+1,845
+3% +$367K 2.27% 7
2024
Q4 		$11.8M Buy
60,489
+7,510
+14% +$1.5M 2.27% 8
2024
Q3 		$10.5M Sell
52,979
-8,722,055
-99% -$1.66B 3.34% 5
2024
Q2 		$589K Buy
8,775,034
+8,748,758
+33,296% +$1.57B 0.34% 69
2024
Q1 		$4.8M Buy
26,276
+23,282
+778% +$4.09M 1.16% 19
2023
Q4 		$510K Sell
2,994
-8,141
-73% -$1.31M 0.3% 79
2023
Q3 		$1.73M Buy
11,135
+278
+3% +$45.1K 0.58% 48
2023
Q2 		$1.76M Buy
10,857
+330
+3% +$51.7K 0.65% 43
2023
Q1 		$1.62M Buy
+10,527
New +$1.61M 0.65% 39

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

Strategic Financial Concepts's VIG Position: Q1 2026 in Review

Strategic Financial Concepts increased its Vanguard Dividend Appreciation ETF (VIG) stake by 4,030% in Q1 2026, buying an estimated $15.4M and bringing the position to 70,622 shares worth $15.2M. The position accounts for 3.74% of the portfolio, ranked #1.

Strategic Financial Concepts first reported a position in VIG in Q1 2023 and has held it in 13 quarters since. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • Strategic Financial Concepts held 70,622 shares of Vanguard Dividend Appreciation ETF worth $15.2M as of Q1 2026.
  • Strategic Financial Concepts bought 68,912 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $15.4M.
  • Vanguard Dividend Appreciation ETF made up 3.74% of Strategic Financial Concepts's portfolio in Q1 2026, its #1 holding.
  • Strategic Financial Concepts first reported a position in Vanguard Dividend Appreciation ETF in Q1 2023 and has held it in 13 quarters since.
  • 2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Strategic Financial Concepts's 13F filing for Q1 2026, filed 13 May 2026.