Valued Retirements’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Valued Retirements’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	$808K	Buy	3,758 +144	+4%	+$32.1K	0.79%	31
2025 Q4	$794K	Buy	3,614 +73	+2%	+$15.9K	0.78%	32
2025 Q3	$725K	Hold	3,541	–	–	0.82%	30
2025 Q2	$725K	Sell	3,541 -566	-14%	-$110K	0.82%	30
2025 Q1	$797K	Buy	4,107 +5	+0.1%	+$994	1.05%	26
2024 Q4	$803K	Buy	4,102 +74	+2%	+$14.8K	1.08%	25
2024 Q3	$798K	Buy	4,028 +208	+5%	+$39.6K	1.1%	23
2024 Q2	$697K	Buy	3,820 +8	+0.2%	+$1.44K	1.06%	22
2024 Q1	$696K	Buy	3,812 +165	+5%	+$29K	1.11%	21
2023 Q4	$621K	Buy	+3,647	New	+$587K	1.08%	22

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

Valued Retirements's VIG Position: Q1 2026 in Review

Valued Retirements increased its Vanguard Dividend Appreciation ETF (VIG) stake by 4% in Q1 2026, buying an estimated $32.1K and bringing the position to 3,758 shares worth $808K. The position accounts for 0.79% of the portfolio, ranked #31.

Valued Retirements first reported a position in VIG in Q4 2023 and has held it in 10 quarters since. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Valued Retirements held 3,758 shares of Vanguard Dividend Appreciation ETF worth $808K as of Q1 2026.
Valued Retirements bought 144 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $32.1K.
Vanguard Dividend Appreciation ETF made up 0.79% of Valued Retirements's portfolio in Q1 2026, its #31 holding.
Valued Retirements first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 10 quarters since.
2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Valued Retirements's 13F filing for Q1 2026, filed 13 May 2026.