CB
VIG icon

Cadence Bank’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Cadence Bank’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
2025
Q4 		$656K Sell
2,986
-203
-6% -$44.4K 0.04% 208
2025
Q3 		$688K Sell
3,189
-1,500
-32% -$315K 0.04% 204
2025
Q2 		$960K Sell
4,689
-1,000
-18% -$194K 0.06% 170
2025
Q1 		$1.1M Buy
5,689
+100
+2% +$19.9K 0.08% 157
2024
Q4 		$1.09M Sell
5,589
-394
-7% -$78.7K 0.07% 154
2024
Q3 		$1.19M Sell
5,983
-50
-0.8% -$9.52K 0.08% 151
2024
Q2 		$1.1M Sell
6,033
-302
-5% -$54.4K 0.08% 139
2024
Q1 		$1.16M Sell
6,335
-194
-3% -$34.1K 0.08% 150
2023
Q4 		$1.11M Sell
6,529
-2,796
-30% -$450K 0.09% 147
2023
Q3 		$1.45M Sell
9,325
-350
-4% -$56.7K 0.13% 116
2023
Q2 		$1.57M Buy
9,675
+180
+2% +$28.2K 0.14% 115
2023
Q1 		$1.46M Sell
9,495
-35
-0.4% -$5.36K 0.13% 121
2022
Q4 		$1.45M Buy
9,530
+35
+0.4% +$5.22K 0.13% 125
2022
Q3 		$1.28M Buy
9,495
+5,795
+157% +$862K 0.13% 122
2022
Q2 		$531K Hold
3,700
– – 0.08% 125
2022
Q1 		$600K Buy
3,700
+212
+6% +$34.2K 0.07% 126
2021
Q4 		$599K Hold
3,488
– – 0.07% 132
2021
Q3 		$536K Hold
3,488
– – 0.07% 130
2021
Q2 		$540K Buy
3,488
+870
+33% +$134K 0.08% 128
2021
Q1 		$385K Sell
2,618
-504
-16% -$71.7K 0.06% 151
2020
Q4 		$441K Hold
3,122
– – 0.07% 152
2020
Q3 		$402K Hold
3,122
– – 0.08% 135
2020
Q2 		$366K Hold
3,122
– – 0.08% 146
2020
Q1 		$323K Hold
3,122
– – 0.08% 135
2019
Q4 		$389K Hold
3,122
– – 0.07% 150
2019
Q3 		$373K Hold
3,122
– – 0.04% 167
2019
Q2 		$360K Hold
3,122
– – 0.03% 168
2019
Q1 		$342K Hold
3,122
– – 0.03% 178
2018
Q4 		$306K Hold
3,122
– – 0.04% 187
2018
Q3 		$346K Hold
3,122
– – 0.03% 191
2018
Q2 		$317K Sell
3,122
-581
-16% -$59.2K 0.03% 188
2018
Q1 		$374K Buy
+3,703
New +$384K 0.04% 175

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cadence Bank's VIG Position: Q4 2025 in Review

Cadence Bank reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 6.4% in Q4 2025, selling an estimated $44.4K and leaving 2,986 shares worth $656K. The position accounts for 0.04% of the portfolio, ranked #208.

Cadence Bank first reported a position in VIG in Q1 2018 and has held it in 32 quarters since. The position peaked at $1.57M in Q2 2023. 2,516 funds tracked by Wall St. Rank hold VIG as of Q4 2025.

  • Cadence Bank held 2,986 shares of Vanguard Dividend Appreciation ETF worth $656K as of Q4 2025.
  • Cadence Bank sold 203 Vanguard Dividend Appreciation ETF shares in Q4 2025, an estimated $44.4K.
  • Vanguard Dividend Appreciation ETF made up 0.04% of Cadence Bank's portfolio in Q4 2025, its #208 holding.
  • Cadence Bank first reported a position in Vanguard Dividend Appreciation ETF in Q1 2018 and has held it in 32 quarters since.
  • Cadence Bank's Vanguard Dividend Appreciation ETF position peaked at $1.57M in Q2 2023.
  • 2,516 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2025.

Based on Cadence Bank's 13F filing for Q4 2025, filed 30 Jan 2026.