Aviance Capital Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Aviance Capital Partners’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	$2.77M	Sell	12,882 -90	-0.7%	-$20.1K	0.32%	71
2025 Q4	$2.85M	Buy	12,972 +696	+6%	+$152K	0.33%	67
2025 Q3	$2.65M	Sell	12,276 -186	-1%	-$39.1K	0.31%	72
2025 Q2	$2.55M	Sell	12,462 -244	-2%	-$47.3K	0.33%	70
2025 Q1	$2.46M	Buy	12,706 +13	+0.1%	+$2.58K	0.35%	72
2024 Q4	$2.49M	Sell	12,693 -175	-1%	-$34.9K	0.34%	70
2024 Q3	$2.55M	Sell	12,868 -116	-0.9%	-$22.1K	0.34%	70
2024 Q2	$2.37M	Buy	12,984 +514	+4%	+$92.5K	0.34%	74
2024 Q1	$2.28M	Buy	12,470 +378	+3%	+$66.4K	0.34%	74
2023 Q4	$2.06M	Sell	12,092 -3,141	-21%	-$505K	0.44%	53
2023 Q3	$2.37M	Sell	15,233 -3,483	-19%	-$565K	0.53%	43
2023 Q2	$3.04M	Sell	18,716 -2,039	-10%	-$319K	0.64%	39
2023 Q1	$3.2M	Buy	20,755 +1,984	+11%	+$304K	0.71%	37
2022 Q4	$2.85M	Sell	18,771 -91	-0.5%	-$13.6K	0.67%	38
2022 Q3	$2.55M	Sell	18,862 -753	-4%	-$112K	0.63%	37
2022 Q2	$2.81M	Buy	19,615 +2,148	+12%	+$327K	0.63%	38
2022 Q1	$2.83M	Buy	17,467 +1,825	+12%	+$294K	0.52%	51
2021 Q4	$2.69M	Buy	15,642 +202	+1%	+$33.3K	0.45%	51
2021 Q3	$2.37M	Buy	15,440 +223	+1%	+$35.5K	0.42%	56
2021 Q2	$2.35M	Buy	15,217 +2,856	+23%	+$438K	0.41%	56
2021 Q1	$1.82M	Sell	12,361 -1,577	-11%	-$224K	0.35%	68
2020 Q4	$1.97M	Sell	13,938 -3,599	-21%	-$488K	0.4%	59
2020 Q3	$2.26M	Buy	17,537 +1,940	+12%	+$244K	0.51%	46
2020 Q2	$1.83M	Buy	15,597 +243	+2%	+$27.7K	0.45%	54
2020 Q1	$1.59M	Sell	15,354 -825	-5%	-$98.4K	0.5%	48
2019 Q4	$2.02M	Buy	16,179 +3,315	+26%	+$401K	0.52%	52
2019 Q3	$1.54M	Sell	12,864 -3,500	-21%	-$413K	0.45%	65
2019 Q2	$1.88M	Sell	16,364 -2,863	-15%	-$321K	0.52%	44
2019 Q1	$2.11M	Buy	19,227 +10,930	+132%	+$1.15M	0.6%	36
2018 Q4	$812K	Sell	8,297 -459	-5%	-$47.9K	0.29%	102
2018 Q3	$969K	Buy	8,756 +694	+9%	+$74.6K	0.23%	111
2018 Q2	$819K	Buy	8,062 +416	+5%	+$42.4K	0.24%	122
2018 Q1	$772K	Buy	7,646 +555	+8%	+$57.5K	0.23%	130
2017 Q4	$724K	Sell	7,091 -199	-3%	-$19.6K	0.24%	127
2017 Q3	$691K	Sell	7,290 -478	-6%	-$44.6K	0.23%	121
2017 Q2	$720K	Buy	7,768 +1,537	+25%	+$141K	0.23%	119
2017 Q1	$560K	Buy	6,231 +865	+16%	+$76.7K	0.2%	132
2016 Q4	$457K	Buy	5,366 +1,087	+25%	+$91.4K	0.16%	140
2016 Q3	$359K	Sell	4,279 -4	-0.1%	-$339	0.13%	150
2016 Q2	$357K	Buy	+4,283	New	+$350K	0.13%	148

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 $15.5B AUM 18.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Aviance Capital Partners's VIG Position: Q1 2026 in Review

Aviance Capital Partners reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.69% in Q1 2026, selling an estimated $20.1K and leaving 12,882 shares worth $2.77M. The position accounts for 0.32% of the portfolio, ranked #71.

Aviance Capital Partners first reported a position in VIG in Q2 2016 and has held it in 40 quarters since. The position peaked at $3.2M in Q1 2023. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Aviance Capital Partners held 12,882 shares of Vanguard Dividend Appreciation ETF worth $2.77M as of Q1 2026.
Aviance Capital Partners sold 90 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $20.1K.
Vanguard Dividend Appreciation ETF made up 0.32% of Aviance Capital Partners's portfolio in Q1 2026, its #71 holding.
Aviance Capital Partners first reported a position in Vanguard Dividend Appreciation ETF in Q2 2016 and has held it in 40 quarters since.
Aviance Capital Partners's Vanguard Dividend Appreciation ETF position peaked at $3.2M in Q1 2023.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Aviance Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.