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Tred Avon Family Wealth’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Tred Avon Family Wealth’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 		$450K Buy
2,094
+784
+60% +$175K 0.15% 180
2025
Q4 		$288K Sell
1,310
-760
-37% -$166K 0.09% 217
2025
Q3 		$447K Buy
+2,070
New +$435K 0.15% 160

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

Tred Avon Family Wealth's VIG Position: Q1 2026 in Review

Tred Avon Family Wealth increased its Vanguard Dividend Appreciation ETF (VIG) stake by 60% in Q1 2026, buying an estimated $175K and bringing the position to 2,094 shares worth $450K. The position accounts for 0.15% of the portfolio, ranked #180.

Tred Avon Family Wealth first reported a position in VIG in Q3 2025 and has held it in 3 quarters since. 2,515 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • Tred Avon Family Wealth held 2,094 shares of Vanguard Dividend Appreciation ETF worth $450K as of Q1 2026.
  • Tred Avon Family Wealth bought 784 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $175K.
  • Vanguard Dividend Appreciation ETF made up 0.15% of Tred Avon Family Wealth's portfolio in Q1 2026, its #180 holding.
  • Tred Avon Family Wealth first reported a position in Vanguard Dividend Appreciation ETF in Q3 2025 and has held it in 3 quarters since.
  • 2,515 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.