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

Visionary 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 		$16.6M Buy
77,370
+1,658
+2% +$370K 0.74% 34
2025
Q4 		$16.6M Buy
75,712
+5,986
+9% +$1.31M 0.75% 34
2025
Q3 		$15M Sell
69,726
-4,001
-5% -$840K 0.7% 36
2025
Q2 		$15.1M Buy
73,727
+126
+0.2% +$24.4K 0.77% 31
2025
Q1 		$14.3M Buy
73,601
+1,474
+2% +$293K 0.86% 23
2024
Q4 		$14.1M Buy
72,127
+5,618
+8% +$1.12M 0.83% 21
2024
Q3 		$13.2M Sell
66,509
-1,658
-2% -$316K 0.8% 23
2024
Q2 		$12.4M Sell
68,167
-1,756
-3% -$316K 0.81% 24
2024
Q1 		$12.8M Sell
69,923
-16,681
-19% -$2.93M 0.86% 22
2023
Q4 		$14.8M Sell
86,604
-15,382
-15% -$2.48M 1.08% 18
2023
Q3 		$15.8M Sell
101,986
-68
-0.1% -$11K 1.28% 15
2023
Q2 		$16.6M Sell
102,054
-819
-0.8% -$128K 1.33% 13
2023
Q1 		$15.8M Buy
102,873
+1,513
+1% +$232K 1.34% 13
2022
Q4 		$15.4M Sell
101,360
-4,262
-4% -$635K 1.42% 14
2022
Q3 		$14.3M Buy
105,622
+74
+0.1% +$11K 1.48% 13
2022
Q2 		$15.1M Sell
105,548
-5,041
-5% -$767K 1.36% 15
2022
Q1 		$17.9M Sell
110,589
-6
-0% -$968 1.44% 13
2021
Q4 		$19M Buy
110,595
+1,817
+2% +$299K 1.56% 14
2021
Q3 		$16.7M Buy
108,778
+6,449
+6% +$1.03M 1.72% 14
2021
Q2 		$15.8M Sell
102,329
-15,195
-13% -$2.33M 1.59% 15
2021
Q1 		$17.3M Sell
117,524
-4,691
-4% -$667K 1.82% 13
2020
Q4 		$17.3M Buy
122,215
+14,984
+14% +$2.03M 1.94% 12
2020
Q3 		$13.8M Sell
107,231
-6,537
-6% -$822K 1.94% 12
2020
Q2 		$13.3M Buy
113,768
+44,743
+65% +$5.09M 2.03% 10
2020
Q1 		$7.14M Buy
69,025
+25,985
+60% +$3.1M 1.35% 19
2019
Q4 		$5.37M Buy
+43,040
New +$5.21M 0.96% 32

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

Visionary Wealth Advisors's VIG Position: Q1 2026 in Review

Visionary Wealth Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 2.2% in Q1 2026, buying an estimated $370K and bringing the position to 77,370 shares worth $16.6M. The position accounts for 0.74% of the portfolio, ranked #34.

Visionary Wealth Advisors first reported a position in VIG in Q4 2019 and has held it in 26 quarters since. The position peaked at $19M in Q4 2021. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • Visionary Wealth Advisors held 77,370 shares of Vanguard Dividend Appreciation ETF worth $16.6M as of Q1 2026.
  • Visionary Wealth Advisors bought 1,658 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $370K.
  • Vanguard Dividend Appreciation ETF made up 0.74% of Visionary Wealth Advisors's portfolio in Q1 2026, its #34 holding.
  • Visionary Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and has held it in 26 quarters since.
  • Visionary Wealth Advisors's Vanguard Dividend Appreciation ETF position peaked at $19M in Q4 2021.
  • 2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.