Wealthspire Advisors (New York)’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Wealthspire Advisors (New York)’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	$12.9M	Buy	60,209 +2,462	+4%	+$549K	0.1%	97
2025 Q4	$12.7M	Sell	57,747 -23,147	-29%	-$5.06M	0.1%	99
2025 Q3	$17.5M	Buy	80,894 +4,816	+6%	+$1.01M	0.09%	87
2025 Q2	$15.6M	Sell	76,078 -922	-1%	-$179K	0.09%	91
2025 Q1	$14.9M	Buy	77,000 +37,777	+96%	+$7.51M	0.09%	89
2024 Q4	$7.68M	Buy	39,223 +892	+2%	+$178K	0.08%	122
2024 Q3	$7.59M	Buy	38,331 +4,462	+13%	+$850K	0.08%	123
2024 Q2	$6.18M	Sell	33,869 -422	-1%	-$76K	0.08%	102
2024 Q1	$6.26M	Sell	34,291 -4,364	-11%	-$767K	0.08%	103
2023 Q4	$6.59M	Sell	38,655 -203	-0.5%	-$32.7K	0.09%	100
2023 Q3	$6.04M	Buy	38,858 +506	+1%	+$82K	0.1%	96
2023 Q2	$6.23M	Buy	38,352 +358	+0.9%	+$56.1K	0.1%	89
2023 Q1	$5.85M	Buy	37,994 +2,438	+7%	+$373K	0.1%	90
2022 Q4	$5.4M	Sell	35,556 -1,139	-3%	-$170K	0.1%	95
2022 Q3	$4.96M	Buy	36,695 +1,462	+4%	+$218K	0.1%	93
2022 Q2	$5.05M	Sell	35,233 -4,945	-12%	-$753K	0.11%	89
2022 Q1	$6.51M	Buy	40,178 +453	+1%	+$73.1K	0.15%	64
2021 Q4	$6.82M	Sell	39,725 -383	-1%	-$63.1K	0.15%	68
2021 Q3	$6.16M	Sell	40,108 -2,056	-5%	-$328K	0.13%	82
2021 Q2	$6.53M	Sell	42,164 -4,380	-9%	-$672K	0.17%	59
2021 Q1	$6.85M	Buy	46,544 +1,017	+2%	+$145K	0.16%	73
2020 Q4	$6.43M	Buy	45,527 +41,827	+1,130%	+$5.67M	0.19%	63
2020 Q3	$476K	Buy	3,700 +427	+13%	+$53.7K	0.03%	186
2020 Q2	$384K	Sell	3,273 -42,740	-93%	-$4.87M	0.03%	179
2020 Q1	$4.76M	Buy	+46,013	New	+$5.49M	0.2%	67
2019 Q1	–	Sell	-1,592	Closed	-$156K	–	767
2018 Q4	$156K	Buy	+1,592	New	+$166K	0.02%	81

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

Wealthspire Advisors (New York)'s VIG Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its Vanguard Dividend Appreciation ETF (VIG) stake by 4.3% in Q1 2026, buying an estimated $549K and bringing the position to 60,209 shares worth $12.9M. The position accounts for 0.1% of the portfolio, ranked #97.

Wealthspire Advisors (New York) first reported a position in VIG in Q4 2018 and has held it in 26 quarters since. The position peaked at $17.5M in Q3 2025. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Wealthspire Advisors (New York) held 60,209 shares of Vanguard Dividend Appreciation ETF worth $12.9M as of Q1 2026.
Wealthspire Advisors (New York) bought 2,462 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $549K.
Vanguard Dividend Appreciation ETF made up 0.1% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #97 holding.
Wealthspire Advisors (New York) first reported a position in Vanguard Dividend Appreciation ETF in Q4 2018 and has held it in 26 quarters since.
Wealthspire Advisors (New York)'s Vanguard Dividend Appreciation ETF position peaked at $17.5M in Q3 2025.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.