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

Avestar 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	$629K	Buy	2,659 +1	+0%	+$230	0.04%	328
2026 Q1	$572K	Buy	+2,658	New	+$593K	0.04%	322
2022 Q2	–	Sell	-26,240	Closed	-$4.25M	–	400
2022 Q1	$4.25M	Buy	+26,240	New	+$4.23M	0.68%	34
2019 Q3	–	Sell	-608	Closed	-$69K	–	810
2019 Q2	$69K	Hold	608	–	–	0.04%	254
2019 Q1	$65K	Sell	608 -1	-0.2%	-$105	0.04%	251
2018 Q4	$58K	Hold	609	–	–	0.04%	243
2018 Q3	$66K	Hold	609	–	–	0.04%	243
2018 Q2	$60K	Hold	609	–	–	0.04%	261
2018 Q1	$60K	Hold	609	–	–	0.04%	228
2017 Q4	$61K	Buy	+609	New	+$60K	0.05%	224

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

Avestar Capital's VIG Position: Q2 2026 in Review

Avestar Capital increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.04% in Q2 2026, buying an estimated $230 and bringing the position to 2,659 shares worth $629K. The position accounts for 0.04% of the portfolio, ranked #328.

Avestar Capital first reported a position in VIG in Q4 2017 and has held it in 10 quarters since. The position peaked at $4.25M in Q1 2022. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Avestar Capital held 2,659 shares of Vanguard Dividend Appreciation ETF worth $629K as of Q2 2026.
Avestar Capital bought 1 Vanguard Dividend Appreciation ETF share in Q2 2026, an estimated $230.
Vanguard Dividend Appreciation ETF made up 0.04% of Avestar Capital's portfolio in Q2 2026, its #328 holding.
Avestar Capital first reported a position in Vanguard Dividend Appreciation ETF in Q4 2017 and has held it in 10 quarters since.
Avestar Capital's Vanguard Dividend Appreciation ETF position peaked at $4.25M in Q1 2022.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

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