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TruWealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

TruWealth 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 		$888K Sell
4,129
-110
-3% -$24.5K 0.04% 99
2025
Q4 		$932K Sell
4,239
-530
-11% -$116K 0.05% 99
2025
Q3 		$1.03M Buy
4,769
+9
+0.2% +$1.89K 0.05% 91
2025
Q2 		$974K Sell
4,760
-18
-0.4% -$3.49K 0.05% 91
2025
Q1 		$927K Sell
4,778
-36
-0.7% -$7.16K 0.06% 84
2024
Q4 		$943K Hold
4,814
– – 0.06% 81
2024
Q3 		$954K Sell
4,814
-4
-0.1% -$762 0.06% 82
2024
Q2 		$879K Sell
4,818
-261
-5% -$47K 0.06% 81
2024
Q1 		$927K Buy
5,079
+177
+4% +$31.1K 0.06% 84
2023
Q4 		$835K Buy
4,902
+792
+19% +$127K 0.06% 79
2023
Q3 		$639K Sell
4,110
-194
-5% -$31.4K 0.05% 82
2023
Q2 		$699K Sell
4,304
-353
-8% -$55.3K 0.06% 78
2023
Q1 		$717K Sell
4,657
-212
-4% -$32.5K 0.07% 80
2022
Q4 		$739K Sell
4,869
-1,788
-27% -$266K 0.07% 80
2022
Q3 		$900K Sell
6,657
-4,380
-40% -$652K 0.1% 73
2022
Q2 		$1.58M Sell
11,037
-47,547
-81% -$7.24M 0.17% 62
2022
Q1 		$9.5M Sell
58,584
-4,229
-7% -$682K 0.99% 28
2021
Q4 		$10.8M Buy
62,813
+1,284
+2% +$212K 1.09% 26
2021
Q3 		$9.45M Buy
61,529
+3,520
+6% +$561K 1.05% 29
2021
Q2 		$8.98M Buy
58,009
+12,926
+29% +$1.98M 1.05% 27
2021
Q1 		$6.63M Buy
45,083
+15,246
+51% +$2.17M 0.9% 32
2020
Q4 		$4.21M Buy
+29,837
New +$4.04M 0.63% 33

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $672B AUM 33.48% 1-Year Est. Return

TruWealth Advisors's VIG Position: Q1 2026 in Review

TruWealth Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 2.6% in Q1 2026, selling an estimated $24.5K and leaving 4,129 shares worth $888K. The position accounts for 0.04% of the portfolio, ranked #99.

TruWealth Advisors first reported a position in VIG in Q4 2020 and has held it in 22 quarters since. The position peaked at $10.8M in Q4 2021. 2,526 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • TruWealth Advisors held 4,129 shares of Vanguard Dividend Appreciation ETF worth $888K as of Q1 2026.
  • TruWealth Advisors sold 110 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $24.5K.
  • Vanguard Dividend Appreciation ETF made up 0.04% of TruWealth Advisors's portfolio in Q1 2026, its #99 holding.
  • TruWealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 22 quarters since.
  • TruWealth Advisors's Vanguard Dividend Appreciation ETF position peaked at $10.8M in Q4 2021.
  • 2,526 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.