Vestia Personal Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Vestia Personal Wealth Advisors’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	$221K	Sell	1,027 -10	-1%	-$2.23K	0.1%	94
2025 Q4	$232K	Hold	1,037	–	–	0.12%	88
2025 Q3	$224K	Buy	1,037 +16	+2%	+$3.36K	0.13%	92
2025 Q2	$209K	Buy	+1,021	New	+$198K	0.14%	95

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 $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Vestia Personal Wealth Advisors's VIG Position: Q1 2026 in Review

Vestia Personal Wealth Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.96% in Q1 2026, selling an estimated $2.23K and leaving 1,027 shares worth $221K. The position accounts for 0.1% of the portfolio, ranked #94.

Vestia Personal Wealth Advisors first reported a position in VIG in Q2 2025 and has held it in 4 quarters since. The position peaked at $232K in Q4 2025. 2,521 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Vestia Personal Wealth Advisors held 1,027 shares of Vanguard Dividend Appreciation ETF worth $221K as of Q1 2026.
Vestia Personal Wealth Advisors sold 10 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $2.23K.
Vanguard Dividend Appreciation ETF made up 0.1% of Vestia Personal Wealth Advisors's portfolio in Q1 2026, its #94 holding.
Vestia Personal Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q2 2025 and has held it in 4 quarters since.
Vestia Personal Wealth Advisors's Vanguard Dividend Appreciation ETF position peaked at $232K in Q4 2025.
2,521 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Vestia Personal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.