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Tilia Fiduciary Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Tilia Fiduciary 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 		$499K Buy
2,322
+304
+15% +$67.8K 0.27% 78
2025
Q4 		$443K Buy
2,018
+283
+16% +$61.8K 0.24% 80
2025
Q3 		$374K Sell
1,735
-190
-10% -$39.9K 0.22% 87
2025
Q2 		$394K Buy
1,925
+93
+5% +$18K 0.24% 86
2025
Q1 		$355K Buy
1,832
+208
+13% +$41.4K 0.24% 89
2024
Q4 		$318K Sell
1,624
-141
-8% -$28.2K 0.22% 90
2024
Q3 		$350K Buy
1,765
+350
+25% +$66.6K 0.24% 86
2024
Q2 		$258K Sell
1,415
-10
-0.7% -$1.8K 0.2% 88
2024
Q1 		$260K Buy
1,425
+27
+2% +$4.74K 0.21% 90
2023
Q4 		$238K Buy
1,398
+17
+1% +$2.73K 0.22% 92
2023
Q3 		$215K Buy
1,381
+29
+2% +$4.7K 0.22% 92
2023
Q2 		$220K Buy
1,352
+33
+3% +$5.17K 0.2% 90
2023
Q1 		$203K Buy
1,319
+47
+4% +$7.2K 0.19% 96
2022
Q4 		$193K Buy
1,272
+77
+6% +$11.5K 0.19% 99
2022
Q3 		$162K Buy
1,195
+46
+4% +$6.84K 0.16% 100
2022
Q2 		$165K Buy
1,149
+60
+6% +$9.13K 0.16% 103
2022
Q1 		$177K Buy
1,089
+30
+3% +$4.84K 0.15% 109
2021
Q4 		$182K Buy
+1,059
New +$175K 0.15% 107

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Tilia Fiduciary Partners's VIG Position: Q1 2026 in Review

Tilia Fiduciary Partners increased its Vanguard Dividend Appreciation ETF (VIG) stake by 15% in Q1 2026, buying an estimated $67.8K and bringing the position to 2,322 shares worth $499K. The position accounts for 0.27% of the portfolio, ranked #78.

Tilia Fiduciary Partners first reported a position in VIG in Q4 2021 and has held it in 18 quarters since. 2,515 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • Tilia Fiduciary Partners held 2,322 shares of Vanguard Dividend Appreciation ETF worth $499K as of Q1 2026.
  • Tilia Fiduciary Partners bought 304 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $67.8K.
  • Vanguard Dividend Appreciation ETF made up 0.27% of Tilia Fiduciary Partners's portfolio in Q1 2026, its #78 holding.
  • Tilia Fiduciary Partners first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 18 quarters since.
  • 2,515 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Tilia Fiduciary Partners's 13F filing for Q1 2026, filed 9 Apr 2026.