Wharton Business Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Wharton Business Group’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	$24.5M	Sell	113,973 -15	-0%	-$3.34K	0.93%	28
2025 Q4	$25.1M	Buy	113,988 +280	+0.2%	+$61.2K	0.95%	26
2025 Q3	$24.5M	Sell	113,708 -475	-0.4%	-$99.7K	1.07%	23
2025 Q2	$23.4M	Sell	114,183 -1,215	-1%	-$235K	0.99%	24
2025 Q1	$22.4M	Buy	115,398 +595	+0.5%	+$118K	1.01%	23
2024 Q4	$22.5M	Buy	114,803 +245	+0.2%	+$48.9K	1.01%	24
2024 Q3	$22.7M	Buy	114,558 +785	+0.7%	+$149K	1.02%	23
2024 Q2	$20.8M	Buy	113,773 +1,100	+1%	+$198K	1.07%	23
2024 Q1	$20.6M	Sell	112,673 -415	-0.4%	-$72.9K	0.99%	22
2023 Q4	$19.3M	Hold	113,088	–	–	0.97%	26
2023 Q3	$17.6M	Sell	113,088 -3,340	-3%	-$541K	0.98%	24
2023 Q2	$18.9M	Sell	116,428 -19,175	-14%	-$3M	1.25%	21
2023 Q1	$20.9M	Sell	135,603 -2,420	-2%	-$371K	1.25%	21
2022 Q4	$21M	Buy	138,023 +10,475	+8%	+$1.56M	1.22%	21
2022 Q3	$17.2M	Buy	127,548 +3,010	+2%	+$448K	1.17%	23
2022 Q2	$17.9M	Buy	124,538 +19,700	+19%	+$3M	1.18%	23
2022 Q1	$17M	Sell	104,838 -2,240	-2%	-$361K	1.03%	27
2021 Q4	$18.4M	Buy	+107,078	New	+$17.6M	1.14%	26
2021 Q3	–	Sell	-85,610	Closed	-$13.3M	–	124
2021 Q2	$13.3M	Buy	85,610 +18,600	+28%	+$2.85M	1.03%	25
2021 Q1	$9.86M	Buy	67,010 +12,530	+23%	+$1.78M	0.77%	32
2020 Q4	$7.69M	Buy	54,480 +60	+0.1%	+$8.13K	0.63%	33
2020 Q3	$7M	Sell	54,420 -5,108	-9%	-$643K	0.65%	34
2020 Q2	$6.97M	Buy	59,528 +6,110	+11%	+$696K	0.67%	34
2020 Q1	$5.52M	Buy	53,418 +6,100	+13%	+$728K	0.62%	33
2019 Q4	$5.9M	Sell	47,318 -80	-0.2%	-$9.68K	0.55%	36
2019 Q3	$5.67M	Buy	47,398 +34,485	+267%	+$4.07M	0.57%	34
2019 Q2	$1.49M	Sell	12,913 -90	-0.7%	-$10.1K	0.15%	46
2019 Q1	$1.43M	Sell	13,003 -365	-3%	-$38.5K	0.15%	47
2018 Q4	$1.31M	Hold	13,368	–	–	0.15%	47
2018 Q3	$1.48M	Sell	13,368 -415	-3%	-$44.6K	0.15%	47
2018 Q2	$1.4M	Sell	13,783 -165	-1%	-$16.8K	0.15%	48
2018 Q1	$1.41M	Sell	13,948 -1,675	-11%	-$174K	0.15%	48
2017 Q4	$1.59M	Sell	15,623 -250	-2%	-$24.6K	0.17%	53
2017 Q3	$1.5M	Sell	15,873 -4,555	-22%	-$425K	0.16%	53
2017 Q2	$1.89M	Sell	20,428 -3,280	-14%	-$301K	0.2%	52
2017 Q1	$2.13M	Sell	23,708 -245	-1%	-$21.7K	0.23%	55
2016 Q4	$2.04M	Sell	23,953 -580	-2%	-$48.8K	0.24%	57
2016 Q3	$2.06M	Sell	24,533 -7,470	-23%	-$633K	0.25%	60
2016 Q2	$2.66M	Sell	32,003 -5,490	-15%	-$448K	0.32%	58
2016 Q1	$3.05M	Buy	37,493 +240	+0.6%	+$18.4K	0.34%	55
2015 Q4	$2.9M	Sell	37,253 -1,250	-3%	-$97.5K	0.29%	60
2015 Q3	$2.84M	Buy	38,503 +1,335	+4%	+$103K	0.28%	60
2015 Q2	$2.92K	Buy	37,168 +2,170	+6%	+$176K	0.19%	66
2015 Q1	$2.82M	Buy	34,998 +5,425	+18%	+$440K	0.23%	70
2014 Q4	$2.4M	Buy	29,573 +3,120	+12%	+$247K	0.2%	72
2014 Q3	$2.04M	Buy	26,453 +130	+0.5%	+$10.1K	0.18%	82
2014 Q2	$2.05M	Buy	26,323 +410	+2%	+$31.4K	0.23%	79
2014 Q1	$1.95M	Buy	25,913 +2,485	+11%	+$183K	0.16%	96
2013 Q4	$1.76M	Sell	23,428 -127,385	-84%	-$9.27M	0.15%	95
2013 Q3	$10.5M	Sell	150,813 -4,510	-3%	-$312K	0.88%	36
2013 Q2	$10.3M	Buy	+155,323	New	+$10.4M	0.9%	36

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

Wharton Business Group's VIG Position: Q1 2026 in Review

Wharton Business Group reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.01% in Q1 2026, selling an estimated $3.34K and leaving 113,973 shares worth $24.5M. The position accounts for 0.93% of the portfolio, ranked #28.

Wharton Business Group first reported a position in VIG in Q2 2013 and has held it in 51 quarters since. The position peaked at $25.1M in Q4 2025. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Wharton Business Group held 113,973 shares of Vanguard Dividend Appreciation ETF worth $24.5M as of Q1 2026.
Wharton Business Group sold 15 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $3.34K.
Vanguard Dividend Appreciation ETF made up 0.93% of Wharton Business Group's portfolio in Q1 2026, its #28 holding.
Wharton Business Group first reported a position in Vanguard Dividend Appreciation ETF in Q2 2013 and has held it in 51 quarters since.
Wharton Business Group's Vanguard Dividend Appreciation ETF position peaked at $25.1M in Q4 2025.
2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Wharton Business Group's 13F filing for Q1 2026, filed 7 May 2026.