Avant Capital’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Avant 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 Q1	$4.15M	Sell	19,291 -642	-3%	-$143K	2.92%	13
2025 Q4	$4.38M	Buy	19,933 +2	+0%	+$437	3.01%	13
2025 Q3	$4.3M	Sell	19,931 -66	-0.3%	-$13.9K	3.03%	13
2025 Q2	$4.09M	Buy	19,997 +57	+0.3%	+$11K	3.17%	12
2025 Q1	$3.87M	Buy	19,940 +109	+0.5%	+$21.7K	3.22%	13
2024 Q4	$3.88M	Buy	+19,831	New	+$3.96M	3.22%	13
2023 Q3	$3.16M	Sell	20,322 -197	-1%	-$31.9K	3.61%	12
2023 Q2	$3.33M	Sell	20,519 -21	-0.1%	-$3.29K	3.68%	11
2023 Q1	$3.16M	Buy	20,540 +216	+1%	+$33.1K	3.66%	12
2022 Q4	$3.09M	Sell	20,324 -289	-1%	-$43.1K	3.79%	10
2022 Q3	$2.79M	Buy	20,613 +296	+1%	+$44K	3.76%	11
2022 Q2	$2.92M	Sell	20,317 -2	-0%	-$304	3.77%	9
2022 Q1	$3.29M	Buy	20,319 +547	+3%	+$88.3K	3.69%	9
2021 Q4	$3.4M	Buy	+19,772	New	+$3.26M	3.73%	9

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $570B AUM 27.57% 1-Year Est. Return

Avant Capital's VIG Position: Q1 2026 in Review

Avant Capital reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 3.2% in Q1 2026, selling an estimated $143K and leaving 19,291 shares worth $4.15M. The position accounts for 2.92% of the portfolio, ranked #13.

Avant Capital first reported a position in VIG in Q4 2021 and has held it in 14 quarters since. The position peaked at $4.38M in Q4 2025. 2,515 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Avant Capital held 19,291 shares of Vanguard Dividend Appreciation ETF worth $4.15M as of Q1 2026.
Avant Capital sold 642 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $143K.
Vanguard Dividend Appreciation ETF made up 2.92% of Avant Capital's portfolio in Q1 2026, its #13 holding.
Avant Capital first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 14 quarters since.
Avant Capital's Vanguard Dividend Appreciation ETF position peaked at $4.38M in Q4 2025.
2,515 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Avant Capital's 13F filing for Q1 2026, filed 12 May 2026.