Tradewinds LLC’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Tradewinds LLC’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	–	Sell	-7,918	Closed	-$1.74M	–	215
2025 Q4	$1.74M	Buy	7,918 +217	+3%	+$47.4K	0.42%	49
2025 Q3	$1.66M	Buy	+7,701	New	+$1.62M	0.4%	54
2025 Q2	–	Sell	-8,401	Closed	-$1.63M	–	249
2025 Q1	$1.63M	Sell	8,401 -272	-3%	-$54.1K	0.46%	48
2024 Q4	$1.77M	Sell	8,673 -132	-1%	-$26.4K	0.49%	40
2024 Q3	$1.74M	Sell	8,805 -5	-0.1%	-$952	0.54%	48
2024 Q2	$1.61M	Buy	+8,810	New	+$1.59M	0.49%	49

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

Tradewinds LLC's VIG Position: Q1 2026 in Review

Tradewinds LLC sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2026, closing a stake of 7,918 shares — an estimated $1.74M sold.

Tradewinds LLC first reported a position in VIG in Q2 2024 and held it in 6 quarters. The position peaked at $1.77M in Q4 2024. 2,515 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Tradewinds LLC reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2026 after selling out during the quarter.
Tradewinds LLC sold 7,918 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $1.74M.
Tradewinds LLC first reported a position in Vanguard Dividend Appreciation ETF in Q2 2024 and held it in 6 quarters.
Tradewinds LLC's Vanguard Dividend Appreciation ETF position peaked at $1.77M in Q4 2024.
2,515 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Tradewinds LLC's 13F filing for Q1 2026, filed 4 May 2026.