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W Advisors LLC’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

W Advisors LLC’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 		$5.4M Sell
25,107
-275
-1% -$61.3K 2.77% 11
2025
Q4 		$5.58M Sell
25,382
-97
-0.4% -$21.2K 2.81% 11
2025
Q3 		$5.5M Sell
25,479
-430
-2% -$90.3K 2.9% 11
2025
Q2 		$5.3M Buy
25,909
+692
+3% +$134K 3.04% 8
2025
Q1 		$4.89M Buy
25,217
+526
+2% +$105K 3.06% 9
2024
Q4 		$4.84M Buy
24,691
+46
+0.2% +$9.18K 2.99% 8
2024
Q3 		$4.88M Buy
24,645
+489
+2% +$93.1K 3.01% 9
2024
Q2 		$4.41M Buy
24,156
+257
+1% +$46.3K 2.89% 9
2024
Q1 		$4.36M Hold
23,899
– – 2.99% 9
2023
Q4 		$4.07M Buy
23,899
+56
+0.2% +$9.01K 3.02% 8
2023
Q3 		$3.7M Buy
23,843
+592
+3% +$96K 3.04% 10
2023
Q2 		$3.78M Hold
23,251
– – 2.96% 9
2023
Q1 		$3.58M Sell
23,251
-3,054
-12% -$468K 2.96% 10
2022
Q4 		$3.99M Buy
26,305
+199
+0.8% +$29.7K 3.33% 7
2022
Q3 		$3.53M Buy
26,106
+202
+0.8% +$30.1K 3.28% 6
2022
Q2 		$3.72M Buy
25,904
+1,942
+8% +$296K 3.21% 7
2022
Q1 		$3.89M Buy
23,962
+755
+3% +$122K 2.94% 7
2021
Q4 		$3.98M Buy
+23,207
New +$3.83M 2.97% 8

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 $17.8B AUM 24.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

W Advisors LLC's VIG Position: Q1 2026 in Review

W Advisors LLC reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 1.1% in Q1 2026, selling an estimated $61.3K and leaving 25,107 shares worth $5.4M. The position accounts for 2.77% of the portfolio, ranked #11.

W Advisors LLC first reported a position in VIG in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.58M in Q4 2025. 2,515 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • W Advisors LLC held 25,107 shares of Vanguard Dividend Appreciation ETF worth $5.4M as of Q1 2026.
  • W Advisors LLC sold 275 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $61.3K.
  • Vanguard Dividend Appreciation ETF made up 2.77% of W Advisors LLC's portfolio in Q1 2026, its #11 holding.
  • W Advisors LLC first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 18 quarters since.
  • W Advisors LLC's Vanguard Dividend Appreciation ETF position peaked at $5.58M in Q4 2025.
  • 2,515 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on W Advisors LLC's 13F filing for Q1 2026, filed 29 Apr 2026.