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

AUA 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
2026
Q2 		$1.54M Sell
6,504
-70
-1% -$16.1K 0.71% 31
2026
Q1 		$1.41M Hold
6,574
– – 0.72% 30
2025
Q4 		$1.44M Hold
6,574
– – 0.72% 31
2025
Q3 		$1.42M Sell
6,574
-39
-0.6% -$8.19K 0.8% 29
2025
Q2 		$1.35M Hold
6,613
– – 0.81% 29
2025
Q1 		$1.28M Sell
6,613
-117
-2% -$23.3K 0.84% 28
2024
Q4 		$1.32M Buy
6,730
+1
+0% +$200 0.85% 28
2024
Q3 		$1.33M Sell
6,729
-43
-0.6% -$8.19K 0.77% 29
2024
Q2 		$1.24M Sell
6,772
-1,320
-16% -$238K 0.74% 28
2024
Q1 		$1.48M Sell
8,092
-495
-6% -$87K 0.85% 27
2023
Q4 		$1.46M Buy
8,587
+296
+4% +$47.6K 0.91% 28
2023
Q3 		$1.29M Buy
8,291
+182
+2% +$29.5K 0.93% 24
2023
Q2 		$1.32M Sell
8,109
-438
-5% -$68.6K 0.91% 26
2023
Q1 		$1.32M Hold
8,547
– – 0.89% 26
2022
Q4 		$1.3M Buy
8,547
+749
+10% +$112K 0.88% 24
2022
Q3 		$1.05M Sell
7,798
-1,178
-13% -$175K 0.7% 26
2022
Q2 		$1.29M Buy
8,976
+976
+12% +$149K 0.75% 25
2022
Q1 		$1.3M Buy
8,000
+1,114
+16% +$180K 0.7% 27
2021
Q4 		$1.18M Buy
6,886
+639
+10% +$105K 0.69% 28
2021
Q3 		$960K Buy
6,247
+780
+14% +$124K 0.61% 30
2021
Q2 		$846K Buy
5,467
+825
+18% +$127K 0.52% 31
2021
Q1 		$683K Buy
4,642
+3,095
+200% +$440K 0.45% 32
2020
Q4 		$218K Buy
1,547
+44
+3% +$5.96K 0.16% 70
2020
Q3 		$193K Buy
1,503
+703
+88% +$88.4K 0.16% 69
2020
Q2 		$94K Sell
800
-703
-47% -$80K 0.09% 91
2020
Q1 		$155K Buy
+1,503
New +$179K 0.15% 73

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

AUA Capital Management's VIG Position: Q2 2026 in Review

AUA Capital Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 1.1% in Q2 2026, selling an estimated $16.1K and leaving 6,504 shares worth $1.54M. The position accounts for 0.71% of the portfolio, ranked #31.

AUA Capital Management first reported a position in VIG in Q1 2020 and has held it in 26 quarters since. 2,591 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • AUA Capital Management held 6,504 shares of Vanguard Dividend Appreciation ETF worth $1.54M as of Q2 2026.
  • AUA Capital Management sold 70 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $16.1K.
  • Vanguard Dividend Appreciation ETF made up 0.71% of AUA Capital Management's portfolio in Q2 2026, its #31 holding.
  • AUA Capital Management first reported a position in Vanguard Dividend Appreciation ETF in Q1 2020 and has held it in 26 quarters since.
  • 2,591 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on AUA Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.