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

Worth Financial 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	–	Sell	-3,698	Closed	-$813K	–	182
2025 Q4	$813K	Sell	3,698 -5	-0.1%	-$1.09K	0.39%	61
2025 Q3	$799K	Buy	3,703 +104	+3%	+$21.8K	0.45%	52
2025 Q2	$737K	Hold	3,599	–	–	0.45%	52
2025 Q1	$698K	Buy	3,599 +352	+11%	+$70K	0.44%	55
2024 Q4	$636K	Buy	3,247 +231	+8%	+$46.1K	0.39%	65
2024 Q3	$597K	Sell	3,016 -141	-4%	-$26.8K	0.35%	69
2024 Q2	$576K	Hold	3,157	–	–	0.38%	69
2024 Q1	$577K	Buy	3,157 +87	+3%	+$15.3K	0.4%	67
2023 Q4	$523K	Sell	3,070 -60	-2%	-$9.65K	0.42%	66
2023 Q3	$486K	Sell	3,130 -330	-10%	-$53.5K	0.44%	61
2023 Q2	$562K	Sell	3,460 -2,095	-38%	-$328K	0.52%	55
2023 Q1	$856K	Buy	5,555 +1,090	+24%	+$167K	0.82%	30
2022 Q4	$678K	Buy	+4,465	New	+$665K	0.79%	33

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

Worth Financial Advisory Group's VIG Position: Q1 2026 in Review

Worth Financial Advisory Group sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2026, closing a stake of 3,698 shares — an estimated $813K sold.

Worth Financial Advisory Group first reported a position in VIG in Q4 2022 and held it in 13 quarters. The position peaked at $856K in Q1 2023. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Worth Financial Advisory Group reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2026 after selling out during the quarter.
Worth Financial Advisory Group sold 3,698 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $813K.
Worth Financial Advisory Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and held it in 13 quarters.
Worth Financial Advisory Group's Vanguard Dividend Appreciation ETF position peaked at $856K in Q1 2023.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Worth Financial Advisory Group's 13F filing for Q1 2026, filed 4 May 2026.