Wells Financial Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Wells Financial Advisors’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	$64.1K	Sell	298 -2,136	-88%	-$476K	0.29%	36
2025 Q4	$535K	Sell	2,434 -2,586	-52%	-$565K	1.02%	22
2025 Q3	$1.08M	Sell	5,020 -280	-5%	-$58.8K	1.45%	21
2025 Q2	$1.08M	Hold	5,300	–	–	1.49%	20
2025 Q1	$1.03M	Buy	5,300 +298	+6%	+$59.3K	1.42%	22
2024 Q4	$980K	Sell	5,002 -298	-6%	-$59.5K	1.33%	22
2024 Q3	$1.05M	Hold	5,300	–	–	1.42%	21
2024 Q2	$968K	Hold	5,300	–	–	0.64%	30
2024 Q1	$968K	Hold	5,300	–	–	0.66%	26
2023 Q4	$903K	Hold	5,300	–	–	0.66%	25
2023 Q3	$824K	Hold	5,300	–	–	0.64%	24
2023 Q2	$861K	Hold	5,300	–	–	0.65%	24
2023 Q1	$816K	Hold	5,300	–	–	0.65%	25
2022 Q4	$805K	Hold	5,300	–	–	0.67%	24
2022 Q3	$716K	Buy	5,300 +100	+2%	+$14.9K	0.69%	23
2022 Q2	$746K	Hold	5,200	–	–	0.67%	26
2022 Q1	$843K	Hold	5,200	–	–	0.7%	24
2021 Q4	$893K	Hold	5,200	–	–	0.71%	27
2021 Q3	$799K	Hold	5,200	–	–	0.67%	26
2021 Q2	$805K	Hold	5,200	–	–	0.68%	26
2021 Q1	$765K	Hold	5,200	–	–	0.69%	26
2020 Q4	$734K	Buy	+5,200	New	+$705K	0.63%	24

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

Wells Financial Advisors's VIG Position: Q1 2026 in Review

Wells Financial Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 88% in Q1 2026, selling an estimated $476K and leaving 298 shares worth $64.1K. The position accounts for 0.29% of the portfolio, ranked #36.

Wells Financial Advisors first reported a position in VIG in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.08M in Q2 2025. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Wells Financial Advisors held 298 shares of Vanguard Dividend Appreciation ETF worth $64.1K as of Q1 2026.
Wells Financial Advisors sold 2,136 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $476K.
Vanguard Dividend Appreciation ETF made up 0.29% of Wells Financial Advisors's portfolio in Q1 2026, its #36 holding.
Wells Financial Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 22 quarters since.
Wells Financial Advisors's Vanguard Dividend Appreciation ETF position peaked at $1.08M in Q2 2025.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Wells Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.