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

WP 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	$330K	Buy	1,536 +6	+0.4%	+$1.34K	0.09%	90
2025 Q4	$336K	Buy	1,530 +4	+0.3%	+$874	0.08%	92
2025 Q3	$329K	Buy	1,526 +3	+0.2%	+$630	0.08%	94
2025 Q2	$312K	Hold	1,523	–	–	0.09%	90
2025 Q1	$295K	Buy	1,523 +3	+0.2%	+$597	0.1%	90
2024 Q4	$298K	Buy	1,520 +5	+0.3%	+$998	0.1%	83
2024 Q3	$300K	Buy	1,515 +116	+8%	+$22.1K	0.11%	84
2024 Q2	$255K	Hold	1,399	–	–	0.08%	96
2024 Q1	$256K	Buy	1,399 +2	+0.1%	+$351	0.08%	98
2023 Q4	$238K	Buy	1,397 +14	+1%	+$2.25K	0.09%	97
2023 Q3	$215K	Buy	1,383 +7	+0.5%	+$1.14K	0.09%	95
2023 Q2	$224K	Hold	1,376	–	–	0.09%	93
2023 Q1	$212K	Buy	+1,376	New	+$211K	0.09%	95

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

WP Advisors's VIG Position: Q1 2026 in Review

WP Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.39% in Q1 2026, buying an estimated $1.34K and bringing the position to 1,536 shares worth $330K. The position accounts for 0.09% of the portfolio, ranked #90.

WP Advisors first reported a position in VIG in Q1 2023 and has held it in 13 quarters since. The position peaked at $336K in Q4 2025. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

WP Advisors held 1,536 shares of Vanguard Dividend Appreciation ETF worth $330K as of Q1 2026.
WP Advisors bought 6 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $1.34K.
Vanguard Dividend Appreciation ETF made up 0.09% of WP Advisors's portfolio in Q1 2026, its #90 holding.
WP Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q1 2023 and has held it in 13 quarters since.
WP Advisors's Vanguard Dividend Appreciation ETF position peaked at $336K in Q4 2025.
2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on WP Advisors's 13F filing for Q1 2026, filed 4 May 2026.