Yoder Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Yoder Wealth Management’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	$6.09M	Sell	28,315 -2,113	-7%	-$471K	2.78%	10
2025 Q4	$6.69M	Sell	30,428 -6,953	-19%	-$1.52M	3.04%	8
2025 Q3	$8.07M	Sell	37,381 -2,471	-6%	-$519K	3.82%	5
2025 Q2	$8.16M	Sell	39,852 -628	-2%	-$122K	4.25%	4
2025 Q1	$7.85M	Sell	40,480 -2,135	-5%	-$425K	4.42%	3
2024 Q4	$8.35M	Sell	42,615 -632	-1%	-$126K	4.61%	4
2024 Q3	$8.57M	Sell	43,247 -368	-0.8%	-$70.1K	5.14%	2
2024 Q2	$7.96M	Sell	43,615 -1,319	-3%	-$237K	5.15%	3
2024 Q1	$8.21M	Sell	44,934 -1,159	-3%	-$204K	5.35%	3
2023 Q4	$7.85M	Sell	46,093 -153	-0.3%	-$24.6K	5.54%	3
2023 Q3	$7.19M	Sell	46,246 -640	-1%	-$104K	5.93%	3
2023 Q2	$7.62M	Sell	46,886 -5,465	-10%	-$856K	6%	4
2023 Q1	$8.06M	Buy	+52,351	New	+$8.02M	6.7%	3

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

Yoder Wealth Management's VIG Position: Q1 2026 in Review

Yoder Wealth Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 6.9% in Q1 2026, selling an estimated $471K and leaving 28,315 shares worth $6.09M. The position accounts for 2.78% of the portfolio, ranked #10.

Yoder Wealth Management first reported a position in VIG in Q1 2023 and has held it in 13 quarters since. The position peaked at $8.57M in Q3 2024. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Yoder Wealth Management held 28,315 shares of Vanguard Dividend Appreciation ETF worth $6.09M as of Q1 2026.
Yoder Wealth Management sold 2,113 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $471K.
Vanguard Dividend Appreciation ETF made up 2.78% of Yoder Wealth Management's portfolio in Q1 2026, its #10 holding.
Yoder Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q1 2023 and has held it in 13 quarters since.
Yoder Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $8.57M in Q3 2024.
2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Yoder Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.