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True Link Financial Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

True Link Financial Advisors’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 		$58.8M Buy
273,431
+2,447
+0.9% +$546K 3.63% 11
2025
Q4 		$59.6M Buy
270,984
+135,391
+100% +$29.6M 3.62% 9
2025
Q3 		$29.3M Sell
135,593
-2,604
-2% -$547K 1.88% 14
2025
Q2 		$28.3M Buy
138,197
+137,060
+12,055% +$26.6M 1.95% 14
2025
Q1 		$221K Sell
1,137
-162
-12% -$32.2K 0.02% 86
2024
Q4 		$254K Buy
1,299
+234
+22% +$46.7K 0.02% 63
2024
Q3 		$211K Sell
1,065
-79
-7% -$15K 0.02% 65
2024
Q2 		$209K Sell
1,144
-224
-16% -$40.3K 0.02% 62
2024
Q1 		$250K Sell
1,368
-397
-22% -$69.7K 0.02% 60
2023
Q4 		$301K Sell
1,765
-118
-6% -$19K 0.03% 50
2023
Q3 		$293K Buy
1,883
+83
+5% +$13.5K 0.04% 92
2023
Q2 		$292K Sell
1,800
-160
-8% -$25.1K 0.04% 101
2023
Q1 		$302K Sell
1,960
-225
-10% -$34.5K 0.04% 105
2022
Q4 		$332K Buy
2,185
+44
+2% +$6.56K 0.05% 95
2022
Q3 		$289K Hold
2,141
– – 0.04% 114
2022
Q2 		$307K Hold
2,141
– – 0.05% 108
2022
Q1 		$347K Hold
2,141
– – 0.05% 98
2021
Q4 		$368K Hold
2,141
– – 0.05% 140
2021
Q3 		$329K Hold
2,141
– – 0.05% 141
2021
Q2 		$331K Hold
2,141
– – 0.05% 112
2021
Q1 		$315K Hold
2,141
– – 0.05% 153
2020
Q4 		$302K Buy
+2,141
New +$290K 0.05% 166

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 $15.5B AUM 18.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

True Link Financial Advisors's VIG Position: Q1 2026 in Review

True Link Financial Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.9% in Q1 2026, buying an estimated $546K and bringing the position to 273,431 shares worth $58.8M. The position accounts for 3.63% of the portfolio, ranked #11.

True Link Financial Advisors first reported a position in VIG in Q4 2020 and has held it in 22 quarters since. The position peaked at $59.6M in Q4 2025. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • True Link Financial Advisors held 273,431 shares of Vanguard Dividend Appreciation ETF worth $58.8M as of Q1 2026.
  • True Link Financial Advisors bought 2,447 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $546K.
  • Vanguard Dividend Appreciation ETF made up 3.63% of True Link Financial Advisors's portfolio in Q1 2026, its #11 holding.
  • True Link Financial Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 22 quarters since.
  • True Link Financial Advisors's Vanguard Dividend Appreciation ETF position peaked at $59.6M in Q4 2025.
  • 2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on True Link Financial Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.