Vantage Point Financial’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Vantage Point Financial’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	$247K	Buy	1,148 +94	+9%	+$21K	0.09%	151
2025 Q4	$232K	Buy	1,054 +9	+0.9%	+$1.97K	0.08%	150
2025 Q3	$226K	Buy	1,045 +4	+0.4%	+$840	0.09%	144
2025 Q2	$213K	Hold	1,041	–	–	0.09%	138
2025 Q1	$202K	Hold	1,041	–	–	0.1%	129
2024 Q4	$204K	Buy	+1,041	New	+$208K	0.11%	120

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

Vantage Point Financial's VIG Position: Q1 2026 in Review

Vantage Point Financial increased its Vanguard Dividend Appreciation ETF (VIG) stake by 8.9% in Q1 2026, buying an estimated $21K and bringing the position to 1,148 shares worth $247K. The position accounts for 0.09% of the portfolio, ranked #151.

Vantage Point Financial first reported a position in VIG in Q4 2024 and has held it in 6 quarters since. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Vantage Point Financial held 1,148 shares of Vanguard Dividend Appreciation ETF worth $247K as of Q1 2026.
Vantage Point Financial bought 94 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $21K.
Vanguard Dividend Appreciation ETF made up 0.09% of Vantage Point Financial's portfolio in Q1 2026, its #151 holding.
Vantage Point Financial first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 6 quarters since.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Vantage Point Financial's 13F filing for Q1 2026, filed 4 May 2026.