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AlphaStar Capital Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

AlphaStar Capital 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
2025
Q3 		– Sell
-3,814
Closed -$781K – 356
2025
Q2 		$781K Buy
+3,814
New +$739K 0.05% 191
2024
Q4 		– Sell
-29,243
Closed -$5.79M – 375
2024
Q3 		$5.79M Buy
29,243
+23,492
+408% +$4.47M 0.46% 36
2024
Q2 		$1.05M Buy
+5,751
New +$1.04M 0.1% 132
2023
Q2 		– Sell
-1,712
Closed -$260K – 292
2023
Q1 		$260K Hold
1,712
– – 0.02% 236
2022
Q4 		$260K Sell
1,712
-21
-1% -$3.13K 0.03% 265
2022
Q3 		$234K Sell
1,733
-884
-34% -$132K 0.03% 265
2022
Q2 		$375K Buy
2,617
+90
+4% +$13.7K 0.03% 254
2022
Q1 		$410K Sell
2,527
-754
-23% -$122K 0.03% 268
2021
Q4 		$547K Sell
3,281
-30
-0.9% -$4.95K 0.04% 247
2021
Q3 		$540K Buy
+3,311
New +$528K 0.04% 255
2021
Q2 		– Sell
-9,573
Closed -$1.41M – 271
2021
Q1 		$1.41M Buy
9,573
+4,314
+82% +$614K 0.22% 86
2020
Q4 		$740K Buy
+5,259
New +$713K 0.13% 110
2020
Q1 		– Sell
-2,352
Closed -$293K – 240
2019
Q4 		$293K Buy
2,352
+149
+7% +$18K 0.06% 182
2019
Q3 		$263K Sell
2,203
-875
-28% -$103K 0.06% 180
2019
Q2 		$354K Sell
3,078
-1,272
-29% -$143K 0.09% 152
2019
Q1 		$477K Sell
4,350
-758
-15% -$79.9K 0.13% 119
2018
Q4 		$500K Sell
5,108
-536
-9% -$55.9K 0.16% 105
2018
Q3 		$625K Sell
5,644
-1,200
-18% -$129K 0.18% 102
2018
Q2 		$696K Buy
+6,844
New +$698K 0.22% 97

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AlphaStar Capital Management's VIG Position: Q3 2025 in Review

AlphaStar Capital Management sold out of Vanguard Dividend Appreciation ETF (VIG) in Q3 2025, closing a stake of 3,814 shares — an estimated $781K sold.

AlphaStar Capital Management first reported a position in VIG in Q2 2018 and held it in 19 quarters. The position peaked at $5.79M in Q3 2024. 2,337 funds tracked by Wall St. Rank hold VIG as of Q3 2025.

  • AlphaStar Capital Management reported no remaining Vanguard Dividend Appreciation ETF position as of Q3 2025 after selling out during the quarter.
  • AlphaStar Capital Management sold 3,814 Vanguard Dividend Appreciation ETF shares in Q3 2025, an estimated $781K.
  • AlphaStar Capital Management first reported a position in Vanguard Dividend Appreciation ETF in Q2 2018 and held it in 19 quarters.
  • AlphaStar Capital Management's Vanguard Dividend Appreciation ETF position peaked at $5.79M in Q3 2024.
  • 2,337 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2025.

Based on AlphaStar Capital Management's 13F filing for Q3 2025, filed 13 Nov 2025.