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

Stratos 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	$25.9M	Buy	120,289 +269	+0.2%	+$60K	0.29%	66
2025 Q4	$26.4M	Sell	120,020 -873	-0.7%	-$191K	0.3%	66
2025 Q3	$26.1M	Buy	120,893 +5,839	+5%	+$1.23M	0.31%	65
2025 Q2	$23.5M	Buy	115,054 +14,283	+14%	+$2.77M	0.32%	62
2025 Q1	$19.5M	Sell	100,771 -2,609	-3%	-$519K	0.3%	68
2024 Q4	$20.2M	Buy	103,380 +4,318	+4%	+$862K	0.29%	68
2024 Q3	$19.6M	Buy	99,062 +6,599	+7%	+$1.26M	0.28%	69
2024 Q2	$16.9M	Buy	92,463 +8,350	+10%	+$1.5M	0.27%	76
2024 Q1	$15.4M	Buy	84,113 +6,913	+9%	+$1.21M	0.25%	78
2023 Q4	$13.2M	Buy	77,200 +406	+0.5%	+$65.3K	0.25%	84
2023 Q3	$11.9M	Buy	76,794 +6,626	+9%	+$1.07M	0.26%	79
2023 Q2	$11.4M	Buy	70,168 +5,243	+8%	+$821K	0.26%	77
2023 Q1	$10M	Sell	64,925 -1,860	-3%	-$285K	0.27%	71
2022 Q4	$10.1M	Sell	66,785 -2,059	-3%	-$307K	0.26%	81
2022 Q3	$9.3M	Sell	68,844 -7,683	-10%	-$1.14M	0.26%	82
2022 Q2	$11M	Sell	76,527 -1,847	-2%	-$281K	0.28%	76
2022 Q1	$12.7M	Buy	78,374 +2,612	+3%	+$421K	0.28%	79
2021 Q4	$13M	Sell	75,762 -770	-1%	-$127K	0.29%	68
2021 Q3	$11.8M	Buy	76,532 +2,051	+3%	+$327K	0.3%	63
2021 Q2	$11.5M	Buy	74,481 +3,667	+5%	+$563K	0.29%	68
2021 Q1	$10.4M	Buy	70,814 +4,889	+7%	+$695K	0.29%	72
2020 Q4	$9.31M	Sell	65,925 -13,743	-17%	-$1.86M	0.28%	77
2020 Q3	$10.3M	Sell	79,668 -4,098	-5%	-$516K	0.34%	65
2020 Q2	$9.82M	Buy	83,766 +10,067	+14%	+$1.15M	0.35%	61
2020 Q1	$7.62M	Buy	73,699 +1,100	+2%	+$131K	0.35%	62
2019 Q4	$9.05M	Buy	72,599 +3,981	+6%	+$482K	0.36%	55
2019 Q3	$8.21M	Buy	68,618 +5,426	+9%	+$640K	0.35%	58
2019 Q2	$7.28M	Sell	63,192 -746	-1%	-$83.7K	0.32%	62
2019 Q1	$7.01M	Buy	63,938 +8,336	+15%	+$879K	0.32%	59
2018 Q4	$5.45M	Buy	55,602 +7,654	+16%	+$798K	0.28%	70
2018 Q3	$5.31M	Sell	47,948 -2,328	-5%	-$250K	0.24%	82
2018 Q2	$5.11M	Sell	50,276 -26,721	-35%	-$2.72M	0.23%	90
2018 Q1	$7.78M	Buy	76,997 +31,510	+69%	+$3.27M	0.33%	58
2017 Q4	$4.64M	Sell	45,487 -6,714	-13%	-$661K	0.21%	104
2017 Q3	$4.95M	Buy	52,201 +2,959	+6%	+$276K	0.23%	95
2017 Q2	$4.56M	Buy	49,242 +9,291	+23%	+$852K	0.24%	97
2017 Q1	$3.59M	Buy	39,951 +17,403	+77%	+$1.54M	0.2%	113
2016 Q4	$1.92M	Sell	22,548 -1,255	-5%	-$106K	0.12%	169
2016 Q3	$2M	Buy	23,803 +4,023	+20%	+$341K	0.13%	148
2016 Q2	$1.65M	Buy	19,780 +1,445	+8%	+$118K	0.12%	163
2016 Q1	$1.49M	Sell	18,335 -2,853	-13%	-$219K	0.13%	145
2015 Q4	$1.65M	Buy	21,188 +3,949	+23%	+$308K	0.14%	130
2015 Q3	$1.27M	Buy	17,239 +3,650	+27%	+$283K	0.16%	120
2015 Q2	$1.07M	Sell	13,589 -1,405	-9%	-$114K	0.14%	145
2015 Q1	$1.21M	Buy	14,994 +4,993	+50%	+$405K	0.14%	147
2014 Q4	$812K	Buy	10,001 +5,286	+112%	+$418K	0.15%	150
2014 Q3	$363K	Buy	+4,715	New	+$366K	0.09%	199

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

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

Stratos Wealth Partners increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.22% in Q1 2026, buying an estimated $60K and bringing the position to 120,289 shares worth $25.9M. The position accounts for 0.29% of the portfolio, ranked #66.

Stratos Wealth Partners first reported a position in VIG in Q3 2014 and has held it in 47 quarters since. The position peaked at $26.4M in Q4 2025. 2,515 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Stratos Wealth Partners held 120,289 shares of Vanguard Dividend Appreciation ETF worth $25.9M as of Q1 2026.
Stratos Wealth Partners bought 269 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $60K.
Vanguard Dividend Appreciation ETF made up 0.29% of Stratos Wealth Partners's portfolio in Q1 2026, its #66 holding.
Stratos Wealth Partners first reported a position in Vanguard Dividend Appreciation ETF in Q3 2014 and has held it in 47 quarters since.
Stratos Wealth Partners's Vanguard Dividend Appreciation ETF position peaked at $26.4M in Q4 2025.
2,515 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

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