Wealthspan Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Wealthspan Partners’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	$7.77M	Sell	36,149 -673	-2%	-$150K	2.74%	7
2025 Q4	$8.09M	Sell	36,822 -1,322	-3%	-$289K	2.94%	7
2025 Q3	$8.23M	Sell	38,144 -2,541	-6%	-$534K	3.14%	6
2025 Q2	$8.33M	Sell	40,685 -2,008	-5%	-$389K	3.44%	5
2025 Q1	$8.28M	Sell	42,693 -2,335	-5%	-$464K	3.83%	4
2024 Q4	$8.82M	Sell	45,028 -1,611	-3%	-$322K	4.21%	4
2024 Q3	$9.24M	Sell	46,639 -1,044	-2%	-$199K	4.56%	4
2024 Q2	$8.7M	Sell	47,683 -941	-2%	-$169K	4.8%	4
2024 Q1	$8.88M	Sell	48,624 -582	-1%	-$102K	5.23%	4
2023 Q4	$8.38M	Sell	49,206 -2,148	-4%	-$346K	5.87%	4
2023 Q3	$7.98M	Sell	51,354 -2,545	-5%	-$413K	6.3%	4
2023 Q2	$8.75M	Sell	53,899 -601	-1%	-$94.1K	6.91%	4
2023 Q1	$8.39M	Sell	54,500 -2,574	-5%	-$394K	7.17%	4
2022 Q4	$8.67M	Sell	57,074 -401	-0.7%	-$59.8K	7.89%	4
2022 Q3	$7.77M	Buy	57,475 +8	+0%	+$1.19K	8.04%	3
2022 Q2	$8.24M	Sell	57,467 -2,870	-5%	-$437K	8.52%	3
2022 Q1	$9.78M	Sell	60,337 -1,079	-2%	-$174K	8.87%	3
2021 Q4	$10.5M	Buy	+61,416	New	+$10.1M	9.32%	2

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

Wealthspan Partners's VIG Position: Q1 2026 in Review

Wealthspan Partners reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 1.8% in Q1 2026, selling an estimated $150K and leaving 36,149 shares worth $7.77M. The position accounts for 2.74% of the portfolio, ranked #7.

Wealthspan Partners first reported a position in VIG in Q4 2021 and has held it in 18 quarters since. The position peaked at $10.5M in Q4 2021. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Wealthspan Partners held 36,149 shares of Vanguard Dividend Appreciation ETF worth $7.77M as of Q1 2026.
Wealthspan Partners sold 673 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $150K.
Vanguard Dividend Appreciation ETF made up 2.74% of Wealthspan Partners's portfolio in Q1 2026, its #7 holding.
Wealthspan Partners first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 18 quarters since.
Wealthspan Partners's Vanguard Dividend Appreciation ETF position peaked at $10.5M in Q4 2021.
2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Wealthspan Partners's 13F filing for Q1 2026, filed 8 Apr 2026.