Van Den Berg Management I’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Van Den Berg Management I’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	$874K	Buy	4,062 +177	+5%	+$39.5K	0.2%	61
2025 Q4	$854K	Sell	3,885 -198	-5%	-$43.3K	0.2%	58
2025 Q3	$881K	Sell	4,083 -319	-7%	-$67K	0.22%	55
2025 Q2	$901K	Sell	4,402 -123	-3%	-$23.8K	0.26%	50
2025 Q1	$878K	Sell	4,525 -234	-5%	-$46.5K	0.27%	50
2024 Q4	$932K	Sell	4,759 -374	-7%	-$74.7K	0.27%	52
2024 Q3	$1.02M	Sell	5,133 -92	-2%	-$17.5K	0.29%	48
2024 Q2	$954K	Sell	5,225 -296	-5%	-$53.3K	0.28%	52
2024 Q1	$1.01M	Sell	5,521 -354	-6%	-$62.2K	0.3%	52
2023 Q4	$1M	Buy	5,875 +4,218	+255%	+$679K	0.33%	47
2023 Q3	$257K	Sell	1,657 -105	-6%	-$17K	0.09%	69
2023 Q2	$286K	Sell	1,762 -38	-2%	-$5.95K	0.1%	67
2023 Q1	$277K	Sell	1,800 -5	-0.3%	-$766	0.1%	68
2022 Q4	$274K	Sell	1,805 -127	-7%	-$18.9K	0.1%	67
2022 Q3	$261K	Sell	1,932 -60	-3%	-$8.93K	0.08%	69
2022 Q2	$286K	Sell	1,992 -200	-9%	-$30.4K	0.08%	71
2022 Q1	$355K	Sell	2,192 -667	-23%	-$108K	0.08%	68
2021 Q4	$491K	Buy	2,859 +135	+5%	+$22.3K	0.09%	58
2021 Q3	$418K	Sell	2,724 -13	-0.5%	-$2.07K	0.08%	60
2021 Q2	$424K	Sell	2,737 -154	-5%	-$23.6K	0.08%	62
2021 Q1	$425K	Sell	2,891 -25	-0.9%	-$3.56K	0.09%	55
2020 Q4	$412K	Buy	+2,916	New	+$395K	0.1%	50

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 $17.8B AUM 24.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Van Den Berg Management I's VIG Position: Q1 2026 in Review

Van Den Berg Management I increased its Vanguard Dividend Appreciation ETF (VIG) stake by 4.6% in Q1 2026, buying an estimated $39.5K and bringing the position to 4,062 shares worth $874K. The position accounts for 0.2% of the portfolio, ranked #61.

Van Den Berg Management I first reported a position in VIG in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.02M in Q3 2024. 2,515 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Van Den Berg Management I held 4,062 shares of Vanguard Dividend Appreciation ETF worth $874K as of Q1 2026.
Van Den Berg Management I bought 177 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $39.5K.
Vanguard Dividend Appreciation ETF made up 0.2% of Van Den Berg Management I's portfolio in Q1 2026, its #61 holding.
Van Den Berg Management I first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 22 quarters since.
Van Den Berg Management I's Vanguard Dividend Appreciation ETF position peaked at $1.02M in Q3 2024.
2,515 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Van Den Berg Management I's 13F filing for Q1 2026, filed 15 May 2026.