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

Avalon 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	$237K	Hold	1,002	–	–	0.06%	115
2026 Q1	$215K	Hold	1,002	–	–	0.06%	114
2025 Q4	$220K	Hold	1,002	–	–	0.05%	130
2025 Q3	$216K	Hold	1,002	–	–	0.05%	129
2025 Q2	$205K	Buy	+1,002	New	+$194K	0.06%	124

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

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

Avalon Capital Management held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 1,002 shares worth $237K. The position accounts for 0.06% of the portfolio, ranked #115.

Avalon Capital Management first reported a position in VIG in Q2 2025 and has held it in 5 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Avalon Capital Management held 1,002 shares of Vanguard Dividend Appreciation ETF worth $237K as of Q2 2026.
Avalon Capital Management left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.06% of Avalon Capital Management's portfolio in Q2 2026, its #115 holding.
Avalon Capital Management first reported a position in Vanguard Dividend Appreciation ETF in Q2 2025 and has held it in 5 quarters since.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Avalon Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.