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Truepoint Inc’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Truepoint Inc’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 		$261K Sell
1,214
-3
-0.2% -$669 0.01% 134
2025
Q4 		$267K Sell
1,217
-155
-11% -$33.9K 0.01% 131
2025
Q3 		$296K Sell
1,372
-269
-16% -$56.5K 0.01% 122
2025
Q2 		$336K Sell
1,641
-278
-14% -$53.9K 0.01% 112
2025
Q1 		$372K Buy
1,919
+348
+22% +$69.2K 0.01% 103
2024
Q4 		$308K Sell
1,571
-249
-14% -$49.7K 0.01% 107
2024
Q3 		$360K Sell
1,820
-50
-3% -$9.52K 0.01% 105
2024
Q2 		$341K Buy
1,870
+471
+34% +$84.8K 0.01% 98
2024
Q1 		$255K Buy
1,399
+86
+7% +$15.1K 0.01% 116
2023
Q4 		$224K Hold
1,313
– – 0.01% 212
2023
Q3 		$204K Hold
1,313
– – 0.01% 193
2023
Q2 		$213K Hold
1,313
– – 0.01% 139
2023
Q1 		$202K Sell
1,313
-600
-31% -$91.9K 0.01% 137
2022
Q4 		$290K Sell
1,913
-7,439
-80% -$1.11M 0.01% 127
2022
Q3 		$1.26M Hold
9,352
– – 0.06% 58
2022
Q2 		$1.34M Buy
9,352
+4,039
+76% +$615K 0.07% 55
2022
Q1 		$862K Buy
5,313
+2,146
+68% +$346K 0.04% 62
2021
Q4 		$544K Buy
3,167
+720
+29% +$119K 0.03% 81
2021
Q3 		$376K Buy
2,447
+334
+16% +$53.2K 0.02% 103
2021
Q2 		$327K Hold
2,113
– – 0.02% 98
2021
Q1 		$311K Hold
2,113
– – 0.02% 95
2020
Q4 		$298K Buy
+2,113
New +$286K 0.02% 96

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

Truepoint Inc's VIG Position: Q1 2026 in Review

Truepoint Inc reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.25% in Q1 2026, selling an estimated $669 and leaving 1,214 shares worth $261K. The position accounts for 0.01% of the portfolio, ranked #134.

Truepoint Inc first reported a position in VIG in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.34M in Q2 2022. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • Truepoint Inc held 1,214 shares of Vanguard Dividend Appreciation ETF worth $261K as of Q1 2026.
  • Truepoint Inc sold 3 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $669.
  • Vanguard Dividend Appreciation ETF made up 0.01% of Truepoint Inc's portfolio in Q1 2026, its #134 holding.
  • Truepoint Inc first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 22 quarters since.
  • Truepoint Inc's Vanguard Dividend Appreciation ETF position peaked at $1.34M in Q2 2022.
  • 2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Truepoint Inc's 13F filing for Q1 2026, filed 8 May 2026.