ViaWealth’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

ViaWealth’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	$1M	Sell	4,653 -626	-12%	-$140K	0.56%	52
2025 Q4	$1.16M	Sell	5,279 -203	-4%	-$44.4K	0.65%	43
2025 Q3	$1.18M	Sell	5,482 -519	-9%	-$109K	0.65%	44
2025 Q2	$1.23M	Sell	6,001 -532	-8%	-$103K	0.73%	40
2025 Q1	$1.27M	Sell	6,533 -1,218	-16%	-$242K	0.78%	33
2024 Q4	$1.52M	Sell	7,751 -118	-1%	-$23.6K	0.92%	28
2024 Q3	$1.56M	Buy	7,869 +107	+1%	+$20.4K	0.91%	28
2024 Q2	$1.42M	Buy	7,762 +7	+0.1%	+$1.26K	0.88%	28
2024 Q1	$1.42M	Sell	7,755 -447	-5%	-$78.5K	0.89%	28
2023 Q4	$1.4M	Sell	8,202 -436	-5%	-$70.2K	0.96%	25
2023 Q3	$1.34M	Buy	8,638 +303	+4%	+$49.1K	0.99%	25
2023 Q2	$1.35M	Sell	8,335 -617	-7%	-$96.6K	1.01%	25
2023 Q1	$1.38M	Sell	8,952 -472	-5%	-$72.3K	1.09%	23
2022 Q4	$1.45M	Buy	+9,424	New	+$1.4M	1.19%	22

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

ViaWealth's VIG Position: Q1 2026 in Review

ViaWealth reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 12% in Q1 2026, selling an estimated $140K and leaving 4,653 shares worth $1M. The position accounts for 0.56% of the portfolio, ranked #52.

ViaWealth first reported a position in VIG in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.56M in Q3 2024. 2,515 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

ViaWealth held 4,653 shares of Vanguard Dividend Appreciation ETF worth $1M as of Q1 2026.
ViaWealth sold 626 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $140K.
Vanguard Dividend Appreciation ETF made up 0.56% of ViaWealth's portfolio in Q1 2026, its #52 holding.
ViaWealth first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 14 quarters since.
ViaWealth's Vanguard Dividend Appreciation ETF position peaked at $1.56M in Q3 2024.
2,515 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on ViaWealth's 13F filing for Q1 2026, filed 11 May 2026.