Sweeney & Michel’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Sweeney & Michel’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	$1.97M	Buy	8,840 +23	+0.3%	+$5.13K	0.58%	33
2025 Q4	$2.02M	Sell	8,817 -78	-0.9%	-$17K	0.6%	31
2025 Q3	$1.89M	Buy	8,895 +23	+0.3%	+$4.83K	0.64%	31
2025 Q2	$1.83M	Buy	8,872 +24	+0.3%	+$4.65K	0.65%	31
2025 Q1	$1.54M	Buy	+8,848	New	+$1.76M	0.67%	29
2024 Q3	$2.06M	Buy	10,200 +28	+0.3%	+$5.33K	0.81%	27
2024 Q2	$1.87M	Buy	10,172 +158	+2%	+$28.4K	0.8%	26
2024 Q1	$1.82M	Buy	+10,014	New	+$1.76M	0.81%	25
2023 Q3	$2.22M	Sell	14,051 -53	-0.4%	-$8.59K	1.16%	20
2023 Q2	$2.31M	Buy	14,104 +34	+0.2%	+$5.32K	1.19%	18
2023 Q1	$2.21M	Buy	+14,070	New	+$2.16M	1.18%	18

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

Sweeney & Michel's VIG Position: Q1 2026 in Review

Sweeney & Michel increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.26% in Q1 2026, buying an estimated $5.13K and bringing the position to 8,840 shares worth $1.97M. The position accounts for 0.58% of the portfolio, ranked #33.

Sweeney & Michel first reported a position in VIG in Q1 2023 and has held it in 11 quarters since. The position peaked at $2.31M in Q2 2023. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Sweeney & Michel held 8,840 shares of Vanguard Dividend Appreciation ETF worth $1.97M as of Q1 2026.
Sweeney & Michel bought 23 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $5.13K.
Vanguard Dividend Appreciation ETF made up 0.58% of Sweeney & Michel's portfolio in Q1 2026, its #33 holding.
Sweeney & Michel first reported a position in Vanguard Dividend Appreciation ETF in Q1 2023 and has held it in 11 quarters since.
Sweeney & Michel's Vanguard Dividend Appreciation ETF position peaked at $2.31M in Q2 2023.
2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Sweeney & Michel's 13F filing for Q1 2026, filed 16 Apr 2026.