WBH Advisory’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

WBH Advisory’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	$1.67M	Sell	7,765 -176	-2%	-$39.2K	0.13%	123
2025 Q4	$1.75M	Sell	7,941 -39	-0.5%	-$8.52K	0.13%	121
2025 Q3	$1.72M	Buy	7,980 +3	+0%	+$630	0.13%	120
2025 Q2	$1.63M	Sell	7,977 -806	-9%	-$156K	0.14%	115
2025 Q1	$1.7M	Sell	8,783 -6	-0.1%	-$1.19K	0.16%	108
2024 Q4	$1.72M	Sell	8,789 -97	-1%	-$19.4K	0.16%	106
2024 Q3	$1.76M	Buy	8,886 +715	+9%	+$136K	0.17%	107
2024 Q2	$1.49M	Buy	8,171 +728	+10%	+$131K	0.15%	111
2024 Q1	$1.36M	Sell	7,443 -210	-3%	-$36.9K	0.14%	122
2023 Q4	$1.3M	Sell	7,653 -83	-1%	-$13.4K	0.15%	127
2023 Q3	$1.2M	Sell	7,736 -53	-0.7%	-$8.59K	0.15%	123
2023 Q2	$1.27M	Buy	7,789 +368	+5%	+$57.6K	0.15%	129
2023 Q1	$1.14M	Buy	+7,421	New	+$1.14M	0.14%	139
2022 Q3	$854K	Sell	6,321 -595	-9%	-$88.5K	0.12%	150
2022 Q2	$1M	Sell	6,916 -25	-0.4%	-$3.81K	0.13%	140
2022 Q1	$1.1M	Hold	6,941	–	–	0.14%	134
2021 Q4	$1.19M	Buy	6,941 +17	+0.2%	+$2.8K	0.14%	136
2021 Q3	$1.06M	Buy	6,924 +37	+0.5%	+$5.9K	0.14%	132
2021 Q2	$1.1M	Hold	6,887	–	–	0.16%	116
2021 Q1	$1.01M	Buy	6,887 +5,235	+317%	+$745K	0.16%	114
2020 Q4	$235K	Hold	1,652	–	–	0.04%	242
2020 Q3	$213K	Buy	+1,652	New	+$208K	0.04%	235
2020 Q1	–	Sell	-1,644	Closed	-$204K	–	242
2019 Q4	$204K	Buy	+1,644	New	+$199K	0.04%	237

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

WBH Advisory's VIG Position: Q1 2026 in Review

WBH Advisory reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 2.2% in Q1 2026, selling an estimated $39.2K and leaving 7,765 shares worth $1.67M. The position accounts for 0.13% of the portfolio, ranked #123.

WBH Advisory first reported a position in VIG in Q4 2019 and has held it in 23 quarters since. The position peaked at $1.76M in Q3 2024. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

WBH Advisory held 7,765 shares of Vanguard Dividend Appreciation ETF worth $1.67M as of Q1 2026.
WBH Advisory sold 176 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $39.2K.
Vanguard Dividend Appreciation ETF made up 0.13% of WBH Advisory's portfolio in Q1 2026, its #123 holding.
WBH Advisory first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and has held it in 23 quarters since.
WBH Advisory's Vanguard Dividend Appreciation ETF position peaked at $1.76M in Q3 2024.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on WBH Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.