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Aspen Grove Capital’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Aspen Grove 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 		$17M Sell
71,910
-47
-0.1% -$10.8K 2.45% 13
2026
Q1 		$15.5M Buy
71,957
+247
+0.3% +$55.1K 3.01% 10
2025
Q4 		$15.8M Buy
71,710
+1,910
+3% +$417K 2.73% 10
2025
Q3 		$15.1M Hold
69,800
– – 2.54% 10
2025
Q2 		$14.3M Sell
69,800
-6,500
-9% -$1.26M 2.44% 12
2025
Q1 		$14.8M Buy
76,300
+5
+0% +$994 2.85% 8
2024
Q4 		$14.9M Buy
76,295
+1,137
+2% +$227K 3.17% 7
2024
Q3 		$14.9M Buy
75,158
+82
+0.1% +$15.6K 3.3% 7
2024
Q2 		$13.8M Hold
75,076
– – 3.24% 7
2024
Q1 		$13.7M Buy
75,076
+286
+0.4% +$50.2K 3.88% 6
2023
Q4 		$12.7M Buy
74,790
+2,729
+4% +$439K 3.87% 8
2023
Q3 		$11.3M Buy
72,061
+1,468
+2% +$238K 4.18% 6
2023
Q2 		$11.5M Buy
70,593
+18,697
+36% +$2.93M 3.73% 5
2023
Q1 		$7.99M Buy
51,896
+258
+0.5% +$39.5K 3.5% 6
2022
Q4 		$7.84M Buy
+51,638
New +$7.7M 3.63% 4

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
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Aspen Grove Capital's VIG Position: Q2 2026 in Review

Aspen Grove Capital reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.07% in Q2 2026, selling an estimated $10.8K and leaving 71,910 shares worth $17M. The position accounts for 2.45% of the portfolio, ranked #13.

Aspen Grove Capital first reported a position in VIG in Q4 2022 and has held it in 15 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Aspen Grove Capital held 71,910 shares of Vanguard Dividend Appreciation ETF worth $17M as of Q2 2026.
  • Aspen Grove Capital sold 47 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $10.8K.
  • Vanguard Dividend Appreciation ETF made up 2.45% of Aspen Grove Capital's portfolio in Q2 2026, its #13 holding.
  • Aspen Grove Capital first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 15 quarters since.
  • 2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Aspen Grove Capital's 13F filing for Q2 2026, filed 14 Aug 2026.