Vermillion & White Wealth Management Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Vermillion & White Wealth Management Group’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	-64	Closed	-$14.1K	–	515
2025 Q4	$14.1K	Hold	64	–	–	0.01%	285
2025 Q3	$13.8K	Hold	64	–	–	0.01%	293
2025 Q2	$13.1K	Sell	64 -2,900	-98%	-$562K	0.01%	275
2025 Q1	$575K	Hold	2,964	–	–	0.42%	29
2024 Q4	$580K	Hold	2,964	–	–	0.43%	35
2024 Q3	$587K	Hold	2,964	–	–	0.43%	36
2024 Q2	$541K	Hold	2,964	–	–	0.41%	40
2024 Q1	$541K	Hold	2,964	–	–	0.43%	39
2023 Q4	$505K	Buy	+2,964	New	+$477K	0.49%	29

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

Vermillion & White Wealth Management Group's VIG Position: Q1 2026 in Review

Vermillion & White Wealth Management Group sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2026, closing a stake of 64 shares — an estimated $14.1K sold.

Vermillion & White Wealth Management Group first reported a position in VIG in Q4 2023 and held it in 9 quarters. The position peaked at $587K in Q3 2024. 2,515 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Vermillion & White Wealth Management Group reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2026 after selling out during the quarter.
Vermillion & White Wealth Management Group sold 64 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $14.1K.
Vermillion & White Wealth Management Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and held it in 9 quarters.
Vermillion & White Wealth Management Group's Vanguard Dividend Appreciation ETF position peaked at $587K in Q3 2024.
2,515 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.