Windsor Advisory Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Windsor Advisory 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	$205K	Hold	951	–	–	0.17%	53
2025 Q4	$209K	Buy	+951	New	+$208K	0.19%	55
2023 Q1	–	Sell	-5,165	Closed	-$784K	–	76
2022 Q4	$784K	Buy	+5,165	New	+$770K	2.08%	12

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

Windsor Advisory Group's VIG Position: Q1 2026 in Review

Windsor Advisory Group held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q1 2026 at 951 shares worth $205K. The position accounts for 0.17% of the portfolio, ranked #53.

Windsor Advisory Group first reported a position in VIG in Q4 2022 and has held it in 3 quarters since. The position peaked at $784K in Q4 2022. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Windsor Advisory Group held 951 shares of Vanguard Dividend Appreciation ETF worth $205K as of Q1 2026.
Windsor Advisory Group left its Vanguard Dividend Appreciation ETF share count unchanged in Q1 2026.
Vanguard Dividend Appreciation ETF made up 0.17% of Windsor Advisory Group's portfolio in Q1 2026, its #53 holding.
Windsor Advisory Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 3 quarters since.
Windsor Advisory Group's Vanguard Dividend Appreciation ETF position peaked at $784K in Q4 2022.
2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Windsor Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.