UBS Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

UBS Group’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	$1.36B	Buy	6,330,804 +71,954	+1%	+$16M	0.2%	84
2025 Q4	$1.38B	Sell	6,258,850 -71,860	-1%	-$15.7M	0.22%	71
2025 Q3	$1.37B	Sell	6,330,710 -224,002	-3%	-$47M	0.21%	72
2025 Q2	$1.34B	Sell	6,554,712 -47,281	-0.7%	-$9.16M	0.23%	66
2025 Q1	$1.28B	Buy	6,601,993 +42,553	+0.6%	+$8.46M	0.24%	67
2024 Q4	$1.28B	Buy	6,559,440 +173,419	+3%	+$34.6M	0.24%	66
2024 Q3	$1.26B	Sell	6,386,021 -62,258	-1%	-$11.9M	0.28%	60
2024 Q2	$1.18B	Buy	6,448,279 +17,925	+0.3%	+$3.23M	0.29%	58
2024 Q1	$1.17B	Sell	6,430,354 -16,140	-0.3%	-$2.84M	0.29%	52
2023 Q4	$1.1B	Buy	6,446,494 +253,148	+4%	+$40.7M	0.33%	53
2023 Q3	$962M	Buy	6,193,346 +8,076	+0.1%	+$1.31M	0.33%	52
2023 Q2	$1B	Sell	6,185,270 -177,096	-3%	-$27.7M	0.34%	53
2023 Q1	$980M	Buy	6,362,366 +40,446	+0.6%	+$6.2M	0.36%	48
2022 Q4	$960M	Buy	6,321,920 +327,089	+5%	+$48.7M	0.36%	52
2022 Q3	$810M	Buy	5,994,831 +180,247	+3%	+$26.8M	0.36%	50
2022 Q2	$834M	Sell	5,814,584 -120,772	-2%	-$18.4M	0.34%	60
2022 Q1	$962M	Buy	5,935,356 +27,942	+0.5%	+$4.51M	0.32%	62
2021 Q4	$1.01B	Buy	5,907,414 +235,397	+4%	+$38.8M	0.29%	63
2021 Q3	$871M	Buy	5,672,017 +118,414	+2%	+$18.9M	0.27%	71
2021 Q2	$860M	Buy	5,553,603 +183,621	+3%	+$28.2M	0.28%	72
2021 Q1	$790M	Sell	5,369,982 -75,882	-1%	-$10.8M	0.26%	77
2020 Q4	$769M	Buy	5,445,864 +112,000	+2%	+$15.2M	0.26%	79
2020 Q3	$686M	Buy	5,333,864 +67,214	+1%	+$8.46M	0.26%	90
2020 Q2	$617M	Sell	5,266,650 -117,988	-2%	-$13.4M	0.26%	83
2020 Q1	$557M	Buy	5,384,638 +323,223	+6%	+$38.6M	0.26%	85
2019 Q4	$631M	Buy	5,061,415 +204,947	+4%	+$24.8M	0.22%	107
2019 Q3	$581M	Buy	4,856,468 +137,953	+3%	+$16.3M	0.22%	101
2019 Q2	$543M	Buy	4,718,515 +110,794	+2%	+$12.4M	0.21%	112
2019 Q1	$505M	Sell	4,607,721 -1,437,381	-24%	-$152M	0.21%	115
2018 Q4	$592M	Buy	6,045,102 +1,790,054	+42%	+$187M	0.27%	85
2018 Q3	$471M	Buy	4,255,048 +90,812	+2%	+$9.76M	0.19%	125
2018 Q2	$423M	Sell	4,164,236 -3,412	-0.1%	-$348K	0.18%	135
2018 Q1	$421M	Sell	4,167,648 -194,453	-4%	-$20.2M	0.18%	130
2017 Q4	$445M	Buy	4,362,101 +55,192	+1%	+$5.43M	0.18%	134
2017 Q3	$408M	Sell	4,306,909 -16,250	-0.4%	-$1.52M	0.19%	124
2017 Q2	$401M	Buy	4,323,159 +96,839	+2%	+$8.88M	0.21%	118
2017 Q1	$380M	Sell	4,226,320 -553,482	-12%	-$49M	0.21%	112
2016 Q4	$407M	Buy	4,779,802 +466,822	+11%	+$39.3M	0.22%	103
2016 Q3	$362M	Sell	4,312,980 -24,916	-0.6%	-$2.11M	0.22%	105
2016 Q2	$361M	Buy	4,337,896 +269,534	+7%	+$22M	0.23%	98
2016 Q1	$331M	Sell	4,068,362 -547,266	-12%	-$42M	0.22%	96
2015 Q4	$359M	Buy	4,615,628 +1,334,951	+41%	+$104M	0.23%	89
2015 Q3	$242M	Sell	3,280,677 -570,889	-15%	-$44.2M	0.17%	131
2015 Q2	$303M	Sell	3,851,566 -78,924	-2%	-$6.4M	0.2%	106
2015 Q1	$316M	Sell	3,930,490 -59,091	-1%	-$4.79M	0.22%	105
2014 Q4	$324M	Buy	+3,989,581	New	+$315M	0.23%	91

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group's VIG Position: Q1 2026 in Review

UBS Group increased its Vanguard Dividend Appreciation ETF (VIG) stake by 1.1% in Q1 2026, buying an estimated $16M and bringing the position to 6,330,804 shares worth $1.36B. The position accounts for 0.2% of the portfolio, ranked #84.

UBS Group first reported a position in VIG in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.38B in Q4 2025. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

UBS Group held 6,330,804 shares of Vanguard Dividend Appreciation ETF worth $1.36B as of Q1 2026.
UBS Group bought 71,954 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $16M.
Vanguard Dividend Appreciation ETF made up 0.2% of UBS Group's portfolio in Q1 2026, its #84 holding.
UBS Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2014 and has held it in 46 quarters since.
UBS Group's Vanguard Dividend Appreciation ETF position peaked at $1.38B in Q4 2025.
2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.