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Vise Technologies’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Vise Technologies’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 		$37.3M Hold
169,613
– – 0.73% 22
2025
Q4 		$37.3M Buy
169,613
+75,352
+80% +$16.5M 0.73% 22
2025
Q3 		$20.3M Buy
94,261
+19,277
+26% +$4.05M 0.76% 23
2025
Q2 		$15.3M Buy
+74,984
New +$14.5M 0.63% 26
2024
Q4 		$4.98M Buy
25,450
+131
+0.5% +$26.2K 0.42% 41
2024
Q3 		$5.01M Buy
+25,319
New +$4.82M 0.64% 29

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vise Technologies's VIG Position: Q1 2026 in Review

Vise Technologies held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q1 2026 at 169,613 shares worth $37.3M. The position accounts for 0.73% of the portfolio, ranked #22.

Vise Technologies first reported a position in VIG in Q3 2024 and has held it in 6 quarters since. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • Vise Technologies held 169,613 shares of Vanguard Dividend Appreciation ETF worth $37.3M as of Q1 2026.
  • Vise Technologies left its Vanguard Dividend Appreciation ETF share count unchanged in Q1 2026.
  • Vanguard Dividend Appreciation ETF made up 0.73% of Vise Technologies's portfolio in Q1 2026, its #22 holding.
  • Vise Technologies first reported a position in Vanguard Dividend Appreciation ETF in Q3 2024 and has held it in 6 quarters since.
  • 2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.