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Wimmer Associates 1’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Wimmer Associates 1’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 		$10.2M Sell
47,308
-229
-0.5% -$51.1K 4.97% 4
2025
Q4 		$10.4M Buy
47,537
+229
+0.5% +$50K 4.86% 5
2025
Q3 		$10.2M Buy
47,308
+238
+0.5% +$50K 4.91% 4
2025
Q2 		$9.63M Sell
47,070
-383
-0.8% -$74.2K 4.93% 4
2025
Q1 		$9.32M Sell
47,453
-5,650
-11% -$1.12M 4.92% 3
2024
Q4 		$10.4M Sell
53,103
-924
-2% -$184K 5.14% 3
2024
Q3 		$10.7M Sell
54,027
-1,236
-2% -$235K 5.24% 3
2024
Q2 		$10.1M Buy
55,263
+1,684
+3% +$303K 5.17% 3
2024
Q1 		$9.78M Sell
53,579
-243
-0.5% -$42.7K 5.14% 3
2023
Q4 		$9.17M Buy
53,822
+1,763
+3% +$284K 5.17% 3
2023
Q3 		$8.09M Sell
52,059
-469
-0.9% -$76K 5.05% 3
2023
Q2 		$8.53M Buy
52,528
+840
+2% +$132K 5.13% 3
2023
Q1 		$8.04M Buy
51,688
+820
+2% +$126K 5.13% 3
2022
Q4 		$7.72M Buy
50,868
+2,260
+5% +$337K 5.1% 2
2022
Q3 		$7.22M Buy
48,608
+2,514
+5% +$374K 4.78% 2
2022
Q2 		$6.61M Buy
46,094
+1,903
+4% +$290K 4.31% 3
2022
Q1 		$7.17M Buy
44,191
+2,052
+5% +$331K 3.98% 3
2021
Q4 		$7.24M Sell
42,139
-613
-1% -$101K 3.88% 3
2021
Q3 		$6.57M Sell
42,752
-2,691
-6% -$429K 3.89% 5
2021
Q2 		$7.03M Buy
45,443
+784
+2% +$120K 4.13% 4
2021
Q1 		$6.57M Sell
44,659
-264
-0.6% -$37.6K 3.58% 4
2020
Q4 		$6.34M Buy
44,923
+1,384
+3% +$188K 3.78% 4
2020
Q3 		$5.6M Sell
43,539
-70
-0.2% -$8.81K 3.77% 5
2020
Q2 		$5.54M Buy
43,609
+4,820
+12% +$549K 4.31% 3
2020
Q1 		$4.01M Buy
38,789
+1,838
+5% +$219K 3.73% 4
2019
Q4 		$4.61M Buy
36,951
+1,430
+4% +$173K 3.69% 3
2019
Q3 		$4.25M Buy
35,521
+5,715
+19% +$674K 3.71% 2
2019
Q2 		$3.43M Buy
29,806
+1,045
+4% +$117K 3% 7
2019
Q1 		$3.15M Sell
28,761
-345
-1% -$36.4K 2.8% 5
2018
Q4 		$2.85M Sell
29,106
-302
-1% -$31.5K 2.82% 5
2018
Q3 		$3.25M Sell
29,408
-610
-2% -$65.6K 2.71% 5
2018
Q2 		$3.05M Sell
30,018
-252
-0.8% -$25.7K 2.72% 5
2018
Q1 		$3.06M Buy
30,270
+110
+0.4% +$11.4K 2.7% 5
2017
Q4 		$3.08M Sell
30,160
-559
-2% -$55K 2.77% 4
2017
Q3 		$2.91M Sell
30,719
-841
-3% -$78.5K 2.68% 4
2017
Q2 		$2.92M Sell
31,560
-980
-3% -$89.9K 2.69% 4
2017
Q1 		$2.93M Sell
32,540
-4,460
-12% -$395K 2.74% 2
2016
Q4 		$3.15M Buy
37,000
+105
+0.3% +$8.83K 2.92% 2
2016
Q3 		$3.1M Sell
36,895
-310
-0.8% -$26.3K 2.79% 2
2016
Q2 		$3.1M Buy
37,205
+1,989
+6% +$162K 2.76% 2
2016
Q1 		$2.86M Buy
35,216
+640
+2% +$49.1K 2.62% 3
2015
Q4 		$2.69M Buy
+34,576
New +$2.7M 2.82% 2

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wimmer Associates 1's VIG Position: Q1 2026 in Review

Wimmer Associates 1 reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.48% in Q1 2026, selling an estimated $51.1K and leaving 47,308 shares worth $10.2M. The position accounts for 4.97% of the portfolio, ranked #4.

Wimmer Associates 1 first reported a position in VIG in Q4 2015 and has held it in 42 quarters since. The position peaked at $10.7M in Q3 2024. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • Wimmer Associates 1 held 47,308 shares of Vanguard Dividend Appreciation ETF worth $10.2M as of Q1 2026.
  • Wimmer Associates 1 sold 229 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $51.1K.
  • Vanguard Dividend Appreciation ETF made up 4.97% of Wimmer Associates 1's portfolio in Q1 2026, its #4 holding.
  • Wimmer Associates 1 first reported a position in Vanguard Dividend Appreciation ETF in Q4 2015 and has held it in 42 quarters since.
  • Wimmer Associates 1's Vanguard Dividend Appreciation ETF position peaked at $10.7M in Q3 2024.
  • 2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Wimmer Associates 1's 13F filing for Q1 2026, filed 15 May 2026.