Vance Wealth’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Vance Wealth’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	–	Sell	-1,321	Closed	-$290K	–	122
2025 Q4	$290K	Hold	1,321	–	–	0.09%	98
2025 Q3	$286K	Hold	1,321	–	–	0.09%	96
2025 Q2	$270K	Buy	1,321 +152	+13%	+$29.5K	0.09%	95
2025 Q1	$227K	Hold	1,169	–	–	0.09%	94
2024 Q4	$229K	Hold	1,169	–	–	0.09%	89
2024 Q3	$232K	Buy	1,169 +25	+2%	+$4.76K	0.09%	88
2024 Q2	$209K	Hold	1,144	–	–	0.09%	87
2024 Q1	$209K	Buy	+1,144	New	+$201K	0.08%	86

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

Vance Wealth's VIG Position: Q1 2026 in Review

Vance Wealth sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2026, closing a stake of 1,321 shares — an estimated $290K sold.

Vance Wealth first reported a position in VIG in Q1 2024 and held it in 8 quarters. The position peaked at $290K in Q4 2025. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Vance Wealth reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2026 after selling out during the quarter.
Vance Wealth sold 1,321 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $290K.
Vance Wealth first reported a position in Vanguard Dividend Appreciation ETF in Q1 2024 and held it in 8 quarters.
Vance Wealth's Vanguard Dividend Appreciation ETF position peaked at $290K in Q4 2025.
2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Vance Wealth's 13F filing for Q1 2026, filed 15 May 2026.