AlphaCore Capital’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

AlphaCore Capital’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 Q2	$14.7M	Sell	62,017 -5,846	-9%	-$1.34M	0.27%	87
2026 Q1	$14.6M	Sell	67,863 -4,689	-6%	-$1.05M	0.35%	75
2025 Q4	$15.9M	Buy	72,552 +47,589	+191%	+$10.4M	0.36%	73
2025 Q3	$5.41M	Buy	24,963 +642	+3%	+$135K	0.18%	110
2025 Q2	$5M	Buy	24,321 +2,168	+10%	+$420K	0.19%	102
2025 Q1	$4.3M	Buy	+22,153	New	+$4.41M	0.37%	56
2020 Q2	–	Sell	-465	Closed	-$48K	–	297
2020 Q1	$48K	Buy	+465	New	+$55.5K	0.04%	108

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $672B AUM 33.48% 1-Year Est. Return

AlphaCore Capital's VIG Position: Q2 2026 in Review

AlphaCore Capital reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 8.6% in Q2 2026, selling an estimated $1.34M and leaving 62,017 shares worth $14.7M. The position accounts for 0.27% of the portfolio, ranked #87.

AlphaCore Capital first reported a position in VIG in Q1 2020 and has held it in 7 quarters since. The position peaked at $15.9M in Q4 2025. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

AlphaCore Capital held 62,017 shares of Vanguard Dividend Appreciation ETF worth $14.7M as of Q2 2026.
AlphaCore Capital sold 5,846 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $1.34M.
Vanguard Dividend Appreciation ETF made up 0.27% of AlphaCore Capital's portfolio in Q2 2026, its #87 holding.
AlphaCore Capital first reported a position in Vanguard Dividend Appreciation ETF in Q1 2020 and has held it in 7 quarters since.
AlphaCore Capital's Vanguard Dividend Appreciation ETF position peaked at $15.9M in Q4 2025.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.