Valley Wealth Managers’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Valley Wealth Managers’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	$52.7K	Hold	245	–	–	﹤0.01%	216
2025 Q4	$53.8K	Hold	245	–	–	﹤0.01%	212
2025 Q3	$52.9K	Hold	245	–	–	﹤0.01%	205
2025 Q2	$50.1K	Hold	245	–	–	﹤0.01%	200
2025 Q1	$47.5K	Hold	245	–	–	﹤0.01%	208
2024 Q4	$48K	Hold	245	–	–	﹤0.01%	215
2024 Q3	$48.5K	Hold	245	–	–	﹤0.01%	218
2024 Q2	$44.7K	Hold	245	–	–	﹤0.01%	224
2024 Q1	$44.7K	Hold	245	–	–	﹤0.01%	220
2023 Q4	$41.7K	Sell	245 -605	-71%	-$97.3K	﹤0.01%	222
2023 Q3	$132K	Buy	850 +605	+247%	+$98.1K	0.01%	192
2023 Q2	$39.8K	Hold	245	–	–	﹤0.01%	217
2023 Q1	$37.7K	Hold	245	–	–	﹤0.01%	228
2022 Q4	$37.2K	Hold	245	–	–	﹤0.01%	243
2022 Q3	$33K	Hold	245	–	–	﹤0.01%	262
2022 Q2	$35K	Buy	+245	New	+$37.3K	﹤0.01%	268

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Valley Wealth Managers's VIG Position: Q1 2026 in Review

Valley Wealth Managers held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q1 2026 at 245 shares worth $52.7K. The position accounts for ﹤0.01% of the portfolio, ranked #216.

Valley Wealth Managers first reported a position in VIG in Q2 2022 and has held it in 16 quarters since. The position peaked at $132K in Q3 2023. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Valley Wealth Managers held 245 shares of Vanguard Dividend Appreciation ETF worth $52.7K as of Q1 2026.
Valley Wealth Managers left its Vanguard Dividend Appreciation ETF share count unchanged in Q1 2026.
Vanguard Dividend Appreciation ETF made up ﹤0.01% of Valley Wealth Managers's portfolio in Q1 2026, its #216 holding.
Valley Wealth Managers first reported a position in Vanguard Dividend Appreciation ETF in Q2 2022 and has held it in 16 quarters since.
Valley Wealth Managers's Vanguard Dividend Appreciation ETF position peaked at $132K in Q3 2023.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Valley Wealth Managers's 13F filing for Q1 2026, filed 6 May 2026.