Watchman Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Watchman Group’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	$234K	Sell	1,088 -93	-8%	-$20.7K	0.06%	70
2025 Q4	$260K	Sell	1,181 -30	-2%	-$6.55K	0.06%	74
2025 Q3	$261K	Buy	1,211 +28	+2%	+$5.88K	0.06%	76
2025 Q2	$242K	Hold	1,183	–	–	0.06%	75
2025 Q1	$229K	Sell	1,183 -383	-24%	-$76.2K	0.06%	80
2024 Q4	$307K	Buy	1,566 +41	+3%	+$8.19K	0.08%	70
2024 Q3	$302K	Sell	1,525 -85	-5%	-$16.2K	0.08%	73
2024 Q2	$294K	Hold	1,610	–	–	0.09%	72
2024 Q1	$294K	Hold	1,610	–	–	0.09%	74
2023 Q4	$274K	Buy	+1,610	New	+$259K	0.09%	73
2023 Q2	–	Sell	-1,749	Closed	-$269K	–	70
2023 Q1	$269K	Buy	+1,749	New	+$268K	0.14%	60

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 $15.5B AUM 18.35% 1-Year Est. Return

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

Watchman Group's VIG Position: Q1 2026 in Review

Watchman Group reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 7.9% in Q1 2026, selling an estimated $20.7K and leaving 1,088 shares worth $234K. The position accounts for 0.06% of the portfolio, ranked #70.

Watchman Group first reported a position in VIG in Q1 2023 and has held it in 11 quarters since. The position peaked at $307K in Q4 2024. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Watchman Group held 1,088 shares of Vanguard Dividend Appreciation ETF worth $234K as of Q1 2026.
Watchman Group sold 93 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $20.7K.
Vanguard Dividend Appreciation ETF made up 0.06% of Watchman Group's portfolio in Q1 2026, its #70 holding.
Watchman Group first reported a position in Vanguard Dividend Appreciation ETF in Q1 2023 and has held it in 11 quarters since.
Watchman Group's Vanguard Dividend Appreciation ETF position peaked at $307K in Q4 2024.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Watchman Group's 13F filing for Q1 2026, filed 20 Apr 2026.