Tennessee Valley Asset Management Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Tennessee Valley Asset Management 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	$6.44M	Buy	29,968 +97	+0.3%	+$21.6K	0.85%	18
2025 Q4	$6.57M	Sell	29,871 -364	-1%	-$79.5K	0.85%	20
2025 Q3	$6.52M	Buy	30,235 +28,735	+1,916%	+$6.03M	0.89%	19
2025 Q2	$307K	Sell	1,500 -27,980	-95%	-$5.42M	0.08%	65
2025 Q1	$5.72M	Buy	29,480 +277	+0.9%	+$55.1K	0.93%	19
2024 Q4	$5.72M	Sell	29,203 -1,718	-6%	-$343K	0.96%	19
2024 Q3	$6.13M	Sell	30,921 -462	-1%	-$88K	1.01%	18
2024 Q2	$5.73M	Buy	31,383 +114	+0.4%	+$20.5K	1.07%	16
2024 Q1	$5.71M	Sell	31,269 -32,349	-51%	-$5.68M	1.38%	13
2023 Q4	$10.8M	Buy	63,618 +31,876	+100%	+$5.13M	1.48%	13
2023 Q3	$4.93M	Sell	31,742 -96	-0.3%	-$15.6K	1.62%	12
2023 Q2	$5.17M	Sell	31,838 -1,836	-5%	-$288K	1.66%	12
2023 Q1	$5.19M	Sell	33,674 -1,597	-5%	-$245K	1.69%	13
2022 Q4	$5.36M	Sell	35,271 -126,041	-78%	-$18.8M	1.86%	10
2022 Q3	$21.8M	Sell	161,312 -46,090	-22%	-$6.86M	8.55%	4
2022 Q2	$29.8M	Buy	207,402 +6,148	+3%	+$936K	11.44%	4
2022 Q1	$32.6M	Buy	201,254 +7,221	+4%	+$1.17M	11.05%	4
2021 Q4	$33.3M	Buy	194,033 +12,542	+7%	+$2.07M	11.13%	4
2021 Q3	$27.9M	Buy	181,491 +4,932	+3%	+$786K	10.59%	4
2021 Q2	$27K	Sell	176,559 -169,671	-49%	-$26M	12.8%	4
2021 Q1	$50.9M	Sell	346,230 -36,925	-10%	-$5.25M	12.9%	2
2020 Q4	$54.1M	Buy	383,155 +213,151	+125%	+$28.9M	13.05%	2
2020 Q3	$21.9M	Buy	170,004 +20,091	+13%	+$2.53M	12.87%	2
2020 Q2	$17.6M	Buy	+149,913	New	+$17.1M	11.45%	3

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

Tennessee Valley Asset Management Partners's VIG Position: Q1 2026 in Review

Tennessee Valley Asset Management Partners increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.32% in Q1 2026, buying an estimated $21.6K and bringing the position to 29,968 shares worth $6.44M. The position accounts for 0.85% of the portfolio, ranked #18.

Tennessee Valley Asset Management Partners first reported a position in VIG in Q2 2020 and has held it in 24 quarters since. The position peaked at $54.1M in Q4 2020. 2,517 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Tennessee Valley Asset Management Partners held 29,968 shares of Vanguard Dividend Appreciation ETF worth $6.44M as of Q1 2026.
Tennessee Valley Asset Management Partners bought 97 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $21.6K.
Vanguard Dividend Appreciation ETF made up 0.85% of Tennessee Valley Asset Management Partners's portfolio in Q1 2026, its #18 holding.
Tennessee Valley Asset Management Partners first reported a position in Vanguard Dividend Appreciation ETF in Q2 2020 and has held it in 24 quarters since.
Tennessee Valley Asset Management Partners's Vanguard Dividend Appreciation ETF position peaked at $54.1M in Q4 2020.
2,517 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q1 2026, filed 27 Apr 2026.