TWP
VIG icon

Triad Wealth Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Triad Wealth 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 		$449K Sell
2,087
-179
-8% -$39.9K 0.04% 295
2025
Q4 		$498K Buy
2,266
+280
+14% +$61.2K 0.05% 270
2025
Q3 		$428K Buy
+1,986
New +$417K 0.06% 228
2024
Q3 		– Sell
-299
Closed -$54.6K – 897
2024
Q2 		$54.6K Buy
+299
New +$53.8K 0.03% 219

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

Triad Wealth Partners's VIG Position: Q1 2026 in Review

Triad Wealth Partners reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 7.9% in Q1 2026, selling an estimated $39.9K and leaving 2,087 shares worth $449K. The position accounts for 0.04% of the portfolio, ranked #295.

Triad Wealth Partners first reported a position in VIG in Q2 2024 and has held it in 4 quarters since. The position peaked at $498K in Q4 2025. 2,515 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • Triad Wealth Partners held 2,087 shares of Vanguard Dividend Appreciation ETF worth $449K as of Q1 2026.
  • Triad Wealth Partners sold 179 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $39.9K.
  • Vanguard Dividend Appreciation ETF made up 0.04% of Triad Wealth Partners's portfolio in Q1 2026, its #295 holding.
  • Triad Wealth Partners first reported a position in Vanguard Dividend Appreciation ETF in Q2 2024 and has held it in 4 quarters since.
  • Triad Wealth Partners's Vanguard Dividend Appreciation ETF position peaked at $498K in Q4 2025.
  • 2,515 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.