Wealth Effects’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Wealth Effects’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	$318K	Hold	1,480	–	–	0.11%	152
2025 Q4	$325K	Hold	1,480	–	–	0.1%	145
2025 Q3	$319K	Hold	1,480	–	–	0.1%	148
2025 Q2	$303K	Sell	1,480 -30	-2%	-$5.82K	0.11%	149
2025 Q1	$293K	Sell	1,510 -463	-23%	-$92.1K	0.12%	137
2024 Q4	$386K	Hold	1,973	–	–	0.14%	134
2024 Q3	$391K	Buy	1,973 +154	+8%	+$29.3K	0.14%	132
2024 Q2	$332K	Hold	1,819	–	–	0.12%	141
2024 Q1	$332K	Sell	1,819 -2,865	-61%	-$503K	0.12%	141
2023 Q4	$798K	Buy	4,684 +2,388	+104%	+$384K	0.3%	74
2023 Q3	$357K	Buy	2,296 +70	+3%	+$11.3K	0.18%	116
2023 Q2	$362K	Buy	2,226 +341	+18%	+$53.4K	0.16%	123
2023 Q1	$290K	Hold	1,885	–	–	0.15%	139
2022 Q4	$286K	Buy	+1,885	New	+$281K	0.16%	137

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

Wealth Effects's VIG Position: Q1 2026 in Review

Wealth Effects held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q1 2026 at 1,480 shares worth $318K. The position accounts for 0.11% of the portfolio, ranked #152.

Wealth Effects first reported a position in VIG in Q4 2022 and has held it in 14 quarters since. The position peaked at $798K in Q4 2023. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Wealth Effects held 1,480 shares of Vanguard Dividend Appreciation ETF worth $318K as of Q1 2026.
Wealth Effects left its Vanguard Dividend Appreciation ETF share count unchanged in Q1 2026.
Vanguard Dividend Appreciation ETF made up 0.11% of Wealth Effects's portfolio in Q1 2026, its #152 holding.
Wealth Effects first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 14 quarters since.
Wealth Effects's Vanguard Dividend Appreciation ETF position peaked at $798K in Q4 2023.
2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Wealth Effects's 13F filing for Q1 2026, filed 21 Apr 2026.