Trask Adam Roland’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Trask Adam Roland’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	$46.2K	Buy	+215	New	+$47.9K	0.04%	109

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $672B AUM 33.48% 1-Year Est. Return

Trask Adam Roland's VIG Position: Q1 2026 in Review

Trask Adam Roland opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q1 2026: 215 shares worth $46.2K. The stake represents 0.04% of the portfolio and ranks #109 among its holdings.

2,526 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Trask Adam Roland held 215 shares of Vanguard Dividend Appreciation ETF worth $46.2K as of Q1 2026.
Vanguard Dividend Appreciation ETF was a new Trask Adam Roland position in Q1 2026.
Vanguard Dividend Appreciation ETF made up 0.04% of Trask Adam Roland's portfolio in Q1 2026, its #109 holding.
2,526 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Trask Adam Roland's 13F filing for Q1 2026, filed 15 May 2026.