TFC Financial Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

TFC Financial Management’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	$193K	Buy	896 +4	+0.4%	+$892	0.02%	134
2025 Q4	$196K	Buy	892 +862	+2,873%	+$188K	0.02%	130
2025 Q3	$6.47K	Sell	30 -158	-84%	-$33.2K	﹤0.01%	436
2025 Q2	$38.5K	Buy	188 +158	+527%	+$30.6K	0.01%	283
2025 Q1	$5.82K	Hold	30	–	–	﹤0.01%	394
2024 Q4	$5.88K	Hold	30	–	–	﹤0.01%	401
2024 Q3	$5.94K	Hold	30	–	–	﹤0.01%	403
2024 Q2	$5.48K	Hold	30	–	–	﹤0.01%	382
2024 Q1	$5.48K	Hold	30	–	–	﹤0.01%	377
2023 Q4	$5.11K	Hold	30	–	–	﹤0.01%	379
2023 Q3	$4.66K	Hold	30	–	–	﹤0.01%	395
2023 Q2	$4.87K	Buy	+30	New	+$4.7K	﹤0.01%	373
2021 Q4	–	Sell	-37	Closed	-$6K	–	617
2021 Q3	$6K	Buy	+37	New	+$5.9K	﹤0.01%	377

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

TFC Financial Management's VIG Position: Q1 2026 in Review

TFC Financial Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.45% in Q1 2026, buying an estimated $892 and bringing the position to 896 shares worth $193K. The position accounts for 0.02% of the portfolio, ranked #134.

TFC Financial Management first reported a position in VIG in Q3 2021 and has held it in 13 quarters since. The position peaked at $196K in Q4 2025. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

TFC Financial Management held 896 shares of Vanguard Dividend Appreciation ETF worth $193K as of Q1 2026.
TFC Financial Management bought 4 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $892.
Vanguard Dividend Appreciation ETF made up 0.02% of TFC Financial Management's portfolio in Q1 2026, its #134 holding.
TFC Financial Management first reported a position in Vanguard Dividend Appreciation ETF in Q3 2021 and has held it in 13 quarters since.
TFC Financial Management's Vanguard Dividend Appreciation ETF position peaked at $196K in Q4 2025.
2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.