TritonPoint Wealth’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

TritonPoint 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	$278K	Buy	+1,293	New	+$288K	0.03%	227
2025 Q4	–	Sell	-2,263	Closed	-$490K	–	357
2025 Q3	$490K	Hold	2,263	–	–	0.04%	228
2025 Q2	$465K	Sell	2,263 -42	-2%	-$8.14K	0.04%	225
2025 Q1	$447K	Buy	2,305 +314	+16%	+$62.4K	0.04%	225
2024 Q4	$390K	Buy	1,991 +122	+7%	+$24.4K	0.04%	237
2024 Q3	$370K	Hold	1,869	–	–	0.03%	245
2024 Q2	$343K	Sell	1,869 -194	-9%	-$34.9K	0.03%	242
2024 Q1	$322K	Buy	2,063 +173	+9%	+$30.4K	0.03%	251
2023 Q4	$322K	Buy	+1,890	New	+$304K	0.03%	258

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 $15.5B AUM 18.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TritonPoint Wealth's VIG Position: Q1 2026 in Review

TritonPoint Wealth opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q1 2026: 1,293 shares worth $278K. The stake represents 0.03% of the portfolio and ranks #227 among its holdings. This is a return to the name: TritonPoint Wealth previously reported a position in VIG as recently as Q3 2025.

TritonPoint Wealth first reported a position in VIG in Q4 2023 and has held it in 9 quarters since. The position peaked at $490K in Q3 2025. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

TritonPoint Wealth held 1,293 shares of Vanguard Dividend Appreciation ETF worth $278K as of Q1 2026.
Vanguard Dividend Appreciation ETF was a new TritonPoint Wealth position in Q1 2026.
Vanguard Dividend Appreciation ETF made up 0.03% of TritonPoint Wealth's portfolio in Q1 2026, its #227 holding.
TritonPoint Wealth first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 9 quarters since.
TritonPoint Wealth's Vanguard Dividend Appreciation ETF position peaked at $490K in Q3 2025.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on TritonPoint Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.