Strategies Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Strategies Wealth 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	$14.5M	Sell	67,226 -1,543	-2%	-$344K	1.45%	12
2025 Q4	$15.1M	Buy	68,769 +9	+0%	+$1.97K	1.51%	12
2025 Q3	$14.8M	Sell	68,760 -4,909	-7%	-$1.03M	1.54%	12
2025 Q2	$15.1M	Buy	73,669 +17,678	+32%	+$3.43M	1.65%	12
2025 Q1	$10.9M	Buy	55,991 +1,536	+3%	+$305K	1.33%	12
2024 Q4	$11.1M	Buy	54,455 +2	+0%	+$399	1.38%	12
2024 Q3	$10.8M	Sell	54,453 -311	-0.6%	-$59.2K	1.44%	13
2024 Q2	$10M	Sell	54,764 -14,839	-21%	-$2.67M	1.46%	13
2024 Q1	$12.7M	Sell	69,603 -388	-0.6%	-$68.2K	1.96%	12
2023 Q4	$11.9M	Sell	69,991 -1,906	-3%	-$307K	2.04%	12
2023 Q3	$11.2M	Sell	71,897 -207	-0.3%	-$33.6K	2.19%	13
2023 Q2	$11.7M	Sell	72,104 -4,266	-6%	-$668K	2.39%	11
2023 Q1	$11.8M	Buy	76,370 +2,008	+3%	+$308K	2.59%	11
2022 Q4	$11.3M	Buy	+74,362	New	+$11.1M	2.78%	11
2022 Q2	$6.24M	Buy	43,490 +20,296	+88%	+$3.09M	1.79%	12
2022 Q1	$3.76M	Buy	23,194 +2,152	+10%	+$347K	1.01%	17
2021 Q4	$3.61M	Buy	+21,042	New	+$3.47M	1.01%	20

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 $17.8B AUM 24.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Strategies Wealth Advisors's VIG Position: Q1 2026 in Review

Strategies Wealth Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 2.2% in Q1 2026, selling an estimated $344K and leaving 67,226 shares worth $14.5M. The position accounts for 1.45% of the portfolio, ranked #12.

Strategies Wealth Advisors first reported a position in VIG in Q4 2021 and has held it in 17 quarters since. The position peaked at $15.1M in Q4 2025. 2,514 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Strategies Wealth Advisors held 67,226 shares of Vanguard Dividend Appreciation ETF worth $14.5M as of Q1 2026.
Strategies Wealth Advisors sold 1,543 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $344K.
Vanguard Dividend Appreciation ETF made up 1.45% of Strategies Wealth Advisors's portfolio in Q1 2026, its #12 holding.
Strategies Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 17 quarters since.
Strategies Wealth Advisors's Vanguard Dividend Appreciation ETF position peaked at $15.1M in Q4 2025.
2,514 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Strategies Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.