Win Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Win 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	–	Sell	-982	Closed	-$216K	–	123
2025 Q4	$216K	Buy	+982	New	+$215K	0.09%	69
2024 Q4	–	Sell	-20,406	Closed	-$4.04M	–	90
2024 Q3	$4.04M	Buy	+20,406	New	+$3.89M	1.9%	19
2023 Q1	–	Sell	-43	Closed	-$6.53K	–	144
2022 Q4	$6.53K	Sell	43 -83	-66%	-$12.4K	﹤0.01%	113
2022 Q3	$17K	Sell	126 -3	-2%	-$446	0.01%	75
2022 Q2	$19K	Sell	129 -48,248	-100%	-$7.34M	0.04%	87
2022 Q1	$7.84M	Sell	48,377 -23,414	-33%	-$3.78M	2.06%	18
2021 Q4	$12.3M	Buy	+71,791	New	+$11.8M	2.82%	14

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 $17.8B AUM 24.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Win Advisors's VIG Position: Q1 2026 in Review

Win Advisors sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2026, closing a stake of 982 shares — an estimated $216K sold.

Win Advisors first reported a position in VIG in Q4 2021 and held it in 7 quarters. The position peaked at $12.3M in Q4 2021. 2,514 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Win Advisors reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2026 after selling out during the quarter.
Win Advisors sold 982 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $216K.
Win Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and held it in 7 quarters.
Win Advisors's Vanguard Dividend Appreciation ETF position peaked at $12.3M in Q4 2021.
2,514 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Win Advisors's 13F filing for Q1 2026, filed 1 May 2026.