tru Independence’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

tru Independence’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	$415K	Sell	1,928 -395	-17%	-$88.1K	0.21%	59
2025 Q4	$511K	Buy	2,323 +11	+0.5%	+$2.4K	0.13%	82
2025 Q3	$499K	Buy	2,312 +406	+21%	+$85.3K	0.13%	85
2025 Q2	$390K	Buy	1,906 +66	+4%	+$12.8K	0.11%	90
2025 Q1	$357K	Buy	1,840 +3	+0.2%	+$597	0.11%	92
2024 Q4	$360K	Buy	1,837 +6	+0.3%	+$1.2K	0.11%	88
2024 Q3	$363K	Buy	1,831 +385	+27%	+$73.3K	0.11%	89
2024 Q2	$264K	Sell	1,446 -235	-14%	-$42.3K	0.08%	98
2024 Q1	$307K	Buy	1,681 +3	+0.2%	+$527	0.09%	95
2023 Q4	$286K	Sell	1,678 -193	-10%	-$31.1K	0.09%	100
2023 Q3	$291K	Buy	1,871 +3	+0.2%	+$486	0.1%	104
2023 Q2	$303K	Hold	1,868	–	–	0.1%	102
2023 Q1	$288K	Buy	1,868 +3	+0.2%	+$460	0.09%	101
2022 Q4	$283K	Buy	1,865 +4	+0.2%	+$596	0.09%	95
2022 Q3	$252K	Buy	+1,861	New	+$277K	0.09%	101
2021 Q2	–	Sell	-62,536	Closed	-$9.2M	–	393
2021 Q1	$9.2M	Buy	62,536 +3,977	+7%	+$566K	1.74%	3
2020 Q4	$8.27K	Buy	58,559 +4,344	+8%	+$589K	0.02%	262
2020 Q3	$6.97M	Buy	54,215 +1,923	+4%	+$242K	1.98%	6
2020 Q2	$6.13K	Buy	52,292 +50,882	+3,609%	+$5.79M	0.89%	15
2020 Q1	$145	Hold	1,410	–	–	0.02%	220
2019 Q4	$145K	Buy	+1,410	New	+$171K	0.02%	273

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

tru Independence's VIG Position: Q1 2026 in Review

tru Independence reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 17% in Q1 2026, selling an estimated $88.1K and leaving 1,928 shares worth $415K. The position accounts for 0.21% of the portfolio, ranked #59.

tru Independence first reported a position in VIG in Q4 2019 and has held it in 21 quarters since. The position peaked at $9.2M in Q1 2021. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

tru Independence held 1,928 shares of Vanguard Dividend Appreciation ETF worth $415K as of Q1 2026.
tru Independence sold 395 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $88.1K.
Vanguard Dividend Appreciation ETF made up 0.21% of tru Independence's portfolio in Q1 2026, its #59 holding.
tru Independence first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and has held it in 21 quarters since.
tru Independence's Vanguard Dividend Appreciation ETF position peaked at $9.2M in Q1 2021.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on tru Independence's 13F filing for Q1 2026, filed 22 Apr 2026.