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Strategic Wealth Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Strategic Wealth Partners’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 		$2.31M Sell
10,720
-529
-5% -$118K 0.16% 101
2025
Q4 		$2.47M Sell
11,249
-892
-7% -$195K 0.17% 100
2025
Q3 		$2.62M Buy
12,141
+288
+2% +$60.5K 0.2% 92
2025
Q2 		$2.43M Buy
+11,853
New +$2.3M 0.19% 92
2024
Q4 		$2.35M Buy
11,494
+605
+6% +$121K 0.19% 96
2024
Q3 		$2.16M Buy
10,889
+603
+6% +$115K 0.21% 98
2024
Q2 		$1.88M Sell
10,286
-218
-2% -$39.2K 0.2% 95
2024
Q1 		$1.92M Buy
10,504
+3,672
+54% +$645K 0.21% 93
2023
Q4 		$1.16M Buy
6,832
+334
+5% +$53.7K 0.14% 120
2023
Q3 		$1.01M Sell
6,498
-500
-7% -$81K 0.13% 152
2023
Q2 		$1.14M Sell
6,998
-1,708
-20% -$267K 0.15% 146
2023
Q1 		$1.34M Buy
8,706
+987
+13% +$151K 0.21% 116
2022
Q4 		$1.17M Hold
7,719
– – 0.22% 113
2022
Q3 		$1.04M Sell
7,719
-66
-0.8% -$9.82K 0.22% 120
2022
Q2 		$1.12M Sell
7,785
-381
-5% -$58K 0.24% 111
2022
Q1 		$1.32M Sell
8,166
-479
-6% -$77.3K 0.26% 112
2021
Q4 		$1.49M Buy
8,645
+70
+0.8% +$11.5K 0.28% 114
2021
Q3 		$1.32M Sell
8,575
-389
-4% -$62K 0.39% 74
2021
Q2 		$1.39M Sell
8,964
-18
-0.2% -$2.76K 0.45% 55
2021
Q1 		$1.32M Sell
8,982
-37
-0.4% -$5.26K 0.53% 49
2020
Q4 		$1.27M Sell
9,019
-61
-0.7% -$8.27K 0.53% 56
2020
Q3 		$1.17M Buy
9,080
+352
+4% +$44.3K 0.59% 47
2020
Q2 		$1.02M Sell
8,728
-4,592
-34% -$523K 0.53% 54
2020
Q1 		$1.66M Hold
13,320
– – 0.87% 26
2019
Q4 		$1.66M Sell
13,320
-5
-0% -$605 0.86% 26
2019
Q3 		$1.57K Sell
13,325
-1,174
-8% -$138K 0.01% 200
2019
Q2 		$1.67M Sell
14,499
-4,443
-23% -$498K 0.81% 30
2019
Q1 		$2.09M Sell
18,942
-337
-2% -$35.5K 0.96% 21
2018
Q4 		$2.17M Sell
19,279
-585
-3% -$61K 1.1% 15
2018
Q3 		$2.2M Sell
19,864
-2,279
-10% -$245K 1.17% 16
2018
Q2 		$2.25M Sell
22,143
-12,033
-35% -$1.23M 1.3% 12
2018
Q1 		$3.45M Sell
34,176
-32,749
-49% -$3.4M 1.78% 6
2017
Q4 		$6.5M Buy
+66,925
New +$6.59M 3.61% 1

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 Wealth Partners's VIG Position: Q1 2026 in Review

Strategic Wealth Partners reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 4.7% in Q1 2026, selling an estimated $118K and leaving 10,720 shares worth $2.31M. The position accounts for 0.16% of the portfolio, ranked #101.

Strategic Wealth Partners first reported a position in VIG in Q4 2017 and has held it in 33 quarters since. The position peaked at $6.5M in Q4 2017. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • Strategic Wealth Partners held 10,720 shares of Vanguard Dividend Appreciation ETF worth $2.31M as of Q1 2026.
  • Strategic Wealth Partners sold 529 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $118K.
  • Vanguard Dividend Appreciation ETF made up 0.16% of Strategic Wealth Partners's portfolio in Q1 2026, its #101 holding.
  • Strategic Wealth Partners first reported a position in Vanguard Dividend Appreciation ETF in Q4 2017 and has held it in 33 quarters since.
  • Strategic Wealth Partners's Vanguard Dividend Appreciation ETF position peaked at $6.5M in Q4 2017.
  • 2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.