Wayfinding Financial’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Wayfinding Financial’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	$326K	Buy	1,519 +39	+3%	+$8.69K	0.14%	101
2025 Q4	$325K	Buy	1,480 +15	+1%	+$3.28K	0.14%	99
2025 Q3	$317K	Buy	1,465 +72	+5%	+$15.1K	0.14%	97
2025 Q2	$288K	Buy	1,393 +22	+2%	+$4.26K	0.13%	104
2025 Q1	$265K	Buy	1,371 +37	+3%	+$7.36K	0.12%	107
2024 Q4	$261K	Buy	+1,334	New	+$266K	0.14%	103
2024 Q3	–	Sell	-1,205	Closed	-$221K	–	121
2024 Q2	$221K	Sell	1,205 -7	-0.6%	-$1.26K	0.12%	114
2024 Q1	$217K	Buy	+1,212	New	+$213K	0.13%	112
2023 Q2	–	Sell	-1,442	Closed	-$222K	–	122
2023 Q1	$222K	Buy	+1,442	New	+$221K	0.17%	95

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

Wayfinding Financial's VIG Position: Q1 2026 in Review

Wayfinding Financial increased its Vanguard Dividend Appreciation ETF (VIG) stake by 2.6% in Q1 2026, buying an estimated $8.69K and bringing the position to 1,519 shares worth $326K. The position accounts for 0.14% of the portfolio, ranked #101.

Wayfinding Financial first reported a position in VIG in Q1 2023 and has held it in 9 quarters since. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Wayfinding Financial held 1,519 shares of Vanguard Dividend Appreciation ETF worth $326K as of Q1 2026.
Wayfinding Financial bought 39 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $8.69K.
Vanguard Dividend Appreciation ETF made up 0.14% of Wayfinding Financial's portfolio in Q1 2026, its #101 holding.
Wayfinding Financial first reported a position in Vanguard Dividend Appreciation ETF in Q1 2023 and has held it in 9 quarters since.
2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Wayfinding Financial's 13F filing for Q1 2026, filed 12 May 2026.