Tradition Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Tradition Wealth 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	$20.8M	Buy	96,745 +959	+1%	+$214K	1.48%	14
2025 Q4	$21.1M	Sell	95,786 -737	-0.8%	-$161K	1.51%	15
2025 Q3	$20.8M	Sell	96,523 -11,782	-11%	-$2.47M	1.54%	14
2025 Q2	$22.2M	Buy	108,305 +1,943	+2%	+$377K	1.77%	9
2025 Q1	$20.6M	Buy	106,362 +6,039	+6%	+$1.2M	1.82%	10
2024 Q4	$19.6M	Sell	100,323 -6,118	-6%	-$1.22M	1.73%	10
2024 Q3	$21.1M	Buy	106,441 +2,691	+3%	+$512K	1.88%	11
2024 Q2	$18.9M	Buy	103,750 +7,249	+8%	+$1.3M	1.83%	11
2024 Q1	$17.6M	Buy	96,501 +5,664	+6%	+$995K	1.78%	14
2023 Q4	$15.5M	Buy	90,837 +34,975	+63%	+$5.63M	1.62%	14
2023 Q3	$8.68M	Buy	55,862 +6,921	+14%	+$1.12M	1.03%	25
2023 Q2	$7.95M	Buy	48,941 +35,646	+268%	+$5.58M	0.93%	26
2023 Q1	$2.05M	Buy	13,295 +36	+0.3%	+$5.51K	0.25%	78
2022 Q4	$2.01M	Sell	13,259 -3	-0%	-$447	0.28%	70
2022 Q3	$1.79M	Sell	13,262 -242	-2%	-$36K	0.27%	77
2022 Q2	$1.94M	Buy	13,504 +210	+2%	+$32K	0.28%	76
2022 Q1	$2.16M	Sell	13,294 -196	-1%	-$31.6K	0.28%	77
2021 Q4	$2.32M	Sell	13,490 -33	-0.2%	-$5.44K	0.29%	78
2021 Q3	$2.08M	Buy	13,523 +5	+0%	+$797	0.3%	82
2021 Q2	$2.09M	Sell	13,518 -78	-0.6%	-$12K	0.31%	80
2021 Q1	$2M	Sell	13,596 -586	-4%	-$83.4K	0.35%	76
2020 Q4	$2M	Buy	+14,182	New	+$1.92M	0.39%	65

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

Tradition Wealth Management's VIG Position: Q1 2026 in Review

Tradition Wealth Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 1% in Q1 2026, buying an estimated $214K and bringing the position to 96,745 shares worth $20.8M. The position accounts for 1.48% of the portfolio, ranked #14.

Tradition Wealth Management first reported a position in VIG in Q4 2020 and has held it in 22 quarters since. The position peaked at $22.2M in Q2 2025. 2,515 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Tradition Wealth Management held 96,745 shares of Vanguard Dividend Appreciation ETF worth $20.8M as of Q1 2026.
Tradition Wealth Management bought 959 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $214K.
Vanguard Dividend Appreciation ETF made up 1.48% of Tradition Wealth Management's portfolio in Q1 2026, its #14 holding.
Tradition Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 22 quarters since.
Tradition Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $22.2M in Q2 2025.
2,515 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.