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
2025 Q2	–	Sell	-100	Closed	-$19.4K	–	10864
2025 Q1	$19.4K	Buy	+100	New	+$19.9K	﹤0.01%	8259
2023 Q4	–	Sell	-1,700	Closed	-$264K	–	9924
2023 Q3	$264K	Buy	+1,700	New	+$276K	﹤0.01%	5170
2023 Q1	–	Sell	-200	Closed	-$30.4K	–	10431
2022 Q4	$30.4K	Buy	+200	New	+$29.8K	﹤0.01%	7229
2021 Q4	–	Sell	-300	Closed	-$46K	–	10743
2021 Q3	$46K	Hold	300	–	–	﹤0.01%	6403
2021 Q2	$46K	Hold	300	–	–	﹤0.01%	6515
2021 Q1	$44K	Sell	300 -500	-63%	-$71.1K	﹤0.01%	6686
2020 Q4	$113K	Hold	800	–	–	﹤0.01%	5611
2020 Q3	$103K	Buy	800 +700	+700%	+$88.1K	﹤0.01%	5162
2020 Q2	$12K	Buy	+100	New	+$11.4K	﹤0.01%	6902
2018 Q2	–	Sell	-100	Closed	-$10K	–	8281
2018 Q1	$10K	Buy	+100	New	+$10.4K	﹤0.01%	6880
2017 Q2	–	Sell	-700	Closed	-$63K	–	8007
2017 Q1	$63K	Hold	700	–	–	﹤0.01%	5352
2016 Q4	$60K	Buy	700 +400	+133%	+$33.6K	﹤0.01%	5688
2016 Q3	$25K	Sell	300 -3,200	-91%	-$271K	﹤0.01%	6107
2016 Q2	$291K	Buy	+3,500	New	+$286K	﹤0.01%	4284

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.