Aptus Capital Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Aptus Capital 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 Q2	$19.5M	Sell	82,239 -1,389	-2%	-$319K	0.13%	131
2026 Q1	$18M	Buy	83,628 +4,195	+5%	+$935K	0.14%	131
2025 Q4	$17.5M	Sell	79,433 -2,737	-3%	-$598K	0.13%	140
2025 Q3	$17.7M	Buy	82,170 +4,298	+6%	+$903K	0.13%	148
2025 Q2	$15.9M	Buy	77,872 +577	+0.7%	+$112K	0.13%	140
2025 Q1	$15M	Buy	77,295 +5,788	+8%	+$1.15M	0.15%	133
2024 Q4	$14M	Buy	71,507 +6,986	+11%	+$1.39M	0.15%	121
2024 Q3	$12.8M	Buy	64,521 +11,269	+21%	+$2.15M	0.19%	115
2024 Q2	$9.72M	Sell	53,252 -40,986	-43%	-$7.38M	0.17%	116
2024 Q1	$17.2M	Buy	94,238 +26,124	+38%	+$4.59M	0.32%	69
2023 Q4	$11.6M	Sell	68,114 -13,686	-17%	-$2.2M	0.32%	77
2023 Q3	$12.7M	Sell	81,800 -3,372	-4%	-$547K	0.35%	65
2023 Q2	$13.8M	Buy	85,172 +24,662	+41%	+$3.86M	0.33%	67
2023 Q1	$9.32M	Buy	60,510 +30,679	+103%	+$4.7M	0.25%	84
2022 Q4	$4.53M	Sell	29,831 -1,486	-5%	-$221K	0.14%	123
2022 Q3	$4.23M	Sell	31,317 -550	-2%	-$81.8K	0.1%	119
2022 Q2	$4.57M	Buy	31,867 +1,081	+4%	+$165K	0.12%	109
2022 Q1	$4.99M	Sell	30,786 -390	-1%	-$62.9K	0.12%	104
2021 Q4	$5.36M	Sell	31,176 -149	-0.5%	-$24.6K	0.16%	84
2021 Q3	$4.81M	Sell	31,325 -189	-0.6%	-$30.1K	0.12%	87
2021 Q2	$4.88M	Buy	31,514 +302	+1%	+$46.4K	0.14%	72
2021 Q1	$4.59M	Sell	31,212 -451	-1%	-$64.2K	0.16%	72
2020 Q4	$4.47M	Sell	31,663 -247	-0.8%	-$33.5K	0.2%	72
2020 Q3	$4.12M	Sell	31,910 -3,525	-10%	-$443K	0.22%	73
2020 Q2	$4.15M	Sell	35,435 -2,562	-7%	-$292K	0.26%	62
2020 Q1	$3.93M	Sell	37,997 -3,088	-8%	-$368K	0.34%	58
2019 Q4	$5.12M	Buy	41,085 +515	+1%	+$62.3K	0.36%	46
2019 Q3	$4.85M	Sell	40,570 -1,026	-2%	-$121K	0.27%	39
2019 Q2	$4.79M	Sell	41,596 -2,473	-6%	-$277K	0.67%	17
2019 Q1	$4.83M	Buy	+44,069	New	+$4.64M	0.83%	16

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

Aptus Capital Advisors's VIG Position: Q2 2026 in Review

Aptus Capital Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 1.7% in Q2 2026, selling an estimated $319K and leaving 82,239 shares worth $19.5M. The position accounts for 0.13% of the portfolio, ranked #131.

Aptus Capital Advisors first reported a position in VIG in Q1 2019 and has held it in 30 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Aptus Capital Advisors held 82,239 shares of Vanguard Dividend Appreciation ETF worth $19.5M as of Q2 2026.
Aptus Capital Advisors sold 1,389 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $319K.
Vanguard Dividend Appreciation ETF made up 0.13% of Aptus Capital Advisors's portfolio in Q2 2026, its #131 holding.
Aptus Capital Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q1 2019 and has held it in 30 quarters since.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.