Bay Capital Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Bay Capital Advisors’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	$851K	Sell	3,596 -64	-2%	-$14.7K	0.46%	40
2026 Q1	$787K	Hold	3,660	–	–	0.49%	39
2025 Q4	$804K	Hold	3,660	–	–	0.49%	38
2025 Q3	$790K	Sell	3,660 -40	-1%	-$8.4K	0.51%	38
2025 Q2	$757K	Sell	3,700 -4	-0.1%	-$775	0.58%	38
2025 Q1	$719K	Sell	3,704 -57	-2%	-$11.3K	0.6%	37
2024 Q4	$737K	Buy	+3,761	New	+$751K	0.59%	37

Other funds holding VIG

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

BMM

Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

Bay Capital Advisors's VIG Position: Q2 2026 in Review

Bay Capital Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 1.7% in Q2 2026, selling an estimated $14.7K and leaving 3,596 shares worth $851K. The position accounts for 0.46% of the portfolio, ranked #40.

Bay Capital Advisors first reported a position in VIG in Q4 2024 and has held it in 7 quarters since. 984 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Bay Capital Advisors held 3,596 shares of Vanguard Dividend Appreciation ETF worth $851K as of Q2 2026.
Bay Capital Advisors sold 64 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $14.7K.
Vanguard Dividend Appreciation ETF made up 0.46% of Bay Capital Advisors's portfolio in Q2 2026, its #40 holding.
Bay Capital Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 7 quarters since.
984 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Bay Capital Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.