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

Stratos 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	$11.9M	Buy	55,146 +1,083	+2%	+$241K	0.73%	30
2025 Q4	$11.9M	Buy	54,063 +341	+0.6%	+$74.5K	0.57%	39
2025 Q3	$11.6M	Sell	53,722 -1,153	-2%	-$242K	0.56%	40
2025 Q2	$11.2M	Buy	54,875 +499	+0.9%	+$96.7K	0.59%	38
2025 Q1	$10.5M	Buy	54,376 +975	+2%	+$194K	0.58%	45
2024 Q4	$10.5M	Sell	53,401 -4,420	-8%	-$882K	0.5%	46
2024 Q3	$11.5M	Sell	57,821 -242	-0.4%	-$46.1K	0.53%	47
2024 Q2	$10.6M	Buy	58,063 +11,778	+25%	+$2.12M	0.52%	47
2024 Q1	$8.45M	Buy	46,285 +9	+0%	+$1.58K	0.5%	45
2023 Q4	$7.89M	Sell	46,276 -1,258	-3%	-$202K	0.45%	45
2023 Q3	$7.39M	Sell	47,534 -3,597	-7%	-$583K	0.49%	37
2023 Q2	$8.31M	Buy	51,131 +2,714	+6%	+$425K	0.59%	28
2023 Q1	$7.46M	Sell	48,417 -5,909	-11%	-$905K	0.57%	32
2022 Q4	$8.25M	Sell	54,326 -2,781	-5%	-$414K	0.69%	25
2022 Q3	$7.72M	Buy	57,107 +127	+0.2%	+$18.9K	0.81%	19
2022 Q2	$8.18M	Buy	56,980 +631	+1%	+$96K	0.74%	20
2022 Q1	$9.14M	Buy	56,349 +3,488	+7%	+$563K	0.74%	20
2021 Q4	$9.08M	Buy	52,861 +2,856	+6%	+$471K	0.65%	24
2021 Q3	$7.68M	Buy	50,005 +4,720	+10%	+$752K	0.66%	29
2021 Q2	$7.01M	Buy	45,285 +2,613	+6%	+$401K	0.62%	27
2021 Q1	$6.28M	Buy	42,672 +339	+0.8%	+$48.2K	0.67%	21
2020 Q4	$5.98M	Buy	42,333 +4,539	+12%	+$615K	0.82%	23
2020 Q3	$4.86M	Buy	37,794 +19,701	+109%	+$2.48M	1.18%	16
2020 Q2	$2.12M	Buy	18,093 +876	+5%	+$99.7K	0.65%	45
2020 Q1	$1.78M	Sell	17,217 -754	-4%	-$90K	1.26%	14
2019 Q4	$2.24M	Sell	17,971 -69,486	-79%	-$8.41M	1.27%	18
2019 Q3	$10.5M	Buy	87,457 +168	+0.2%	+$19.8K	4%	2
2019 Q2	$10.1M	Buy	87,289 +645	+0.7%	+$72.3K	4.01%	2
2019 Q1	$9.5M	Sell	86,644 -4,142	-5%	-$437K	5.13%	1
2018 Q4	$8.89M	Buy	+90,786	New	+$9.47M	5.93%	1

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

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

Stratos Wealth Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 2% in Q1 2026, buying an estimated $241K and bringing the position to 55,146 shares worth $11.9M. The position accounts for 0.73% of the portfolio, ranked #30.

Stratos Wealth Advisors first reported a position in VIG in Q4 2018 and has held it in 30 quarters since. The position peaked at $11.9M in Q4 2025. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Stratos Wealth Advisors held 55,146 shares of Vanguard Dividend Appreciation ETF worth $11.9M as of Q1 2026.
Stratos Wealth Advisors bought 1,083 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $241K.
Vanguard Dividend Appreciation ETF made up 0.73% of Stratos Wealth Advisors's portfolio in Q1 2026, its #30 holding.
Stratos Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2018 and has held it in 30 quarters since.
Stratos Wealth Advisors's Vanguard Dividend Appreciation ETF position peaked at $11.9M in Q4 2025.
2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.