VFIC
VIG icon

Valley Forge Investment Consultants’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Valley Forge Investment Consultants’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 		$1.97M Sell
9,167
-445
-5% -$99.2K 0.59% 19
2025
Q4 		$2.11M Buy
9,612
+205
+2% +$44.8K 0.61% 18
2025
Q3 		$2.03M Sell
9,407
-93
-1% -$19.5K 0.59% 18
2025
Q2 		$1.94M Sell
9,500
-89
-0.9% -$17.3K 0.62% 17
2025
Q1 		$1.86M Sell
9,589
-649
-6% -$129K 0.66% 17
2024
Q4 		$2M Sell
10,238
-88
-0.9% -$17.6K 0.69% 18
2024
Q3 		$2.05M Sell
10,326
-51
-0.5% -$9.71K 0.71% 17
2024
Q2 		$1.89M Buy
10,377
+1,446
+16% +$260K 0.72% 18
2024
Q1 		$1.63M Buy
8,931
+104
+1% +$18.3K 0.64% 18
2023
Q4 		$1.5M Sell
8,827
-79
-0.9% -$12.7K 0.67% 18
2023
Q3 		$1.38M Sell
8,906
-274
-3% -$44.4K 0.63% 21
2023
Q2 		$1.49M Sell
9,180
-245
-3% -$38.4K 0.73% 19
2023
Q1 		$1.45M Sell
9,425
-399
-4% -$61.1K 0.75% 20
2022
Q4 		$1.49M Sell
9,824
-153
-2% -$22.8K 0.79% 17
2022
Q3 		$1.35M Buy
9,977
+21
+0.2% +$3.13K 0.74% 19
2022
Q2 		$1.43M Sell
9,956
-204
-2% -$31K 0.71% 20
2022
Q1 		$1.65M Sell
10,160
-315
-3% -$50.8K 0.68% 23
2021
Q4 		$1.8M Buy
10,475
+805
+8% +$133K 0.8% 20
2021
Q3 		$1.49M Buy
9,670
+1,671
+21% +$266K 0.8% 23
2021
Q2 		$1.24M Buy
7,999
+156
+2% +$23.9K 0.67% 24
2021
Q1 		$1.15M Sell
7,843
-597
-7% -$84.9K 0.79% 21
2020
Q4 		$1.19M Buy
+8,440
New +$1.14M 1.04% 20

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

Valley Forge Investment Consultants's VIG Position: Q1 2026 in Review

Valley Forge Investment Consultants reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 4.6% in Q1 2026, selling an estimated $99.2K and leaving 9,167 shares worth $1.97M. The position accounts for 0.59% of the portfolio, ranked #19.

Valley Forge Investment Consultants first reported a position in VIG in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.11M in Q4 2025. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • Valley Forge Investment Consultants held 9,167 shares of Vanguard Dividend Appreciation ETF worth $1.97M as of Q1 2026.
  • Valley Forge Investment Consultants sold 445 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $99.2K.
  • Vanguard Dividend Appreciation ETF made up 0.59% of Valley Forge Investment Consultants's portfolio in Q1 2026, its #19 holding.
  • Valley Forge Investment Consultants first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 22 quarters since.
  • Valley Forge Investment Consultants's Vanguard Dividend Appreciation ETF position peaked at $2.11M in Q4 2025.
  • 2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Valley Forge Investment Consultants's 13F filing for Q1 2026, filed 21 Apr 2026.