Wealth Management Associates’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Wealth Management Associates’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	$337K	Hold	1,569	–	–	0.12%	161
2025 Q4	$345K	Buy	1,569 +1	+0.1%	+$218	0.12%	156
2025 Q3	$338K	Hold	1,568	–	–	0.12%	154
2025 Q2	$321K	Hold	1,568	–	–	0.12%	150
2025 Q1	$304K	Hold	1,568	–	–	0.13%	155
2024 Q4	$307K	Buy	1,568 +1	+0.1%	+$200	0.13%	150
2024 Q3	$310K	Hold	1,567	–	–	0.14%	151
2024 Q2	$286K	Hold	1,567	–	–	0.13%	149
2024 Q1	$286K	Hold	1,567	–	–	0.13%	149
2023 Q4	$267K	Hold	1,567	–	–	0.14%	156
2023 Q3	$243K	Hold	1,567	–	–	0.14%	152
2023 Q2	$254K	Hold	1,567	–	–	0.14%	149
2023 Q1	$241K	Hold	1,567	–	–	0.15%	160
2022 Q4	$238K	Hold	1,567	–	–	0.16%	155
2022 Q3	$212K	Sell	1,567 -130	-8%	-$19.3K	0.15%	158
2022 Q2	$243K	Hold	1,697	–	–	0.17%	149
2022 Q1	$275K	Hold	1,697	–	–	0.16%	151
2021 Q4	$291K	Hold	1,697	–	–	0.16%	156
2021 Q3	$261K	Hold	1,697	–	–	0.15%	154
2021 Q2	$263K	Buy	1,697 +130	+8%	+$20K	0.15%	160
2021 Q1	$230K	Hold	1,567	–	–	0.15%	159
2020 Q4	$221K	Sell	1,567 -197	-11%	-$26.7K	0.15%	161
2020 Q3	$227K	Sell	1,764 -50	-3%	-$6.29K	0.18%	142
2020 Q2	$213K	Buy	+1,814	New	+$206K	0.18%	132

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 Management Associates's VIG Position: Q1 2026 in Review

Wealth Management Associates held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q1 2026 at 1,569 shares worth $337K. The position accounts for 0.12% of the portfolio, ranked #161.

Wealth Management Associates first reported a position in VIG in Q2 2020 and has held it in 24 quarters since. The position peaked at $345K in Q4 2025. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Wealth Management Associates held 1,569 shares of Vanguard Dividend Appreciation ETF worth $337K as of Q1 2026.
Wealth Management Associates left its Vanguard Dividend Appreciation ETF share count unchanged in Q1 2026.
Vanguard Dividend Appreciation ETF made up 0.12% of Wealth Management Associates's portfolio in Q1 2026, its #161 holding.
Wealth Management Associates first reported a position in Vanguard Dividend Appreciation ETF in Q2 2020 and has held it in 24 quarters since.
Wealth Management Associates's Vanguard Dividend Appreciation ETF position peaked at $345K in Q4 2025.
2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Wealth Management Associates's 13F filing for Q1 2026, filed 13 May 2026.