Caerus Investment Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Caerus Investment 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 Q1	$444K	Sell	2,063 -586	-22%	-$131K	0.18%	107
2025 Q4	$582K	Buy	2,649 +1,329	+101%	+$290K	0.19%	120
2025 Q3	$285K	Hold	1,320	–	–	0.12%	202
2025 Q2	$270K	Hold	1,320	–	–	0.26%	27
2025 Q1	$256K	Hold	1,320	–	–	0.25%	27
2024 Q4	$258K	Hold	1,320	–	–	0.24%	26
2024 Q3	$261K	Hold	1,320	–	–	0.25%	26
2024 Q2	$241K	Hold	1,320	–	–	0.24%	26
2024 Q1	$241K	Hold	1,320	–	–	0.23%	29
2023 Q4	$225K	Sell	1,320 -43	-3%	-$6.92K	0.22%	33
2023 Q3	$212K	Hold	1,363	–	–	0.22%	31
2023 Q2	$221K	Hold	1,363	–	–	0.25%	32
2023 Q1	$210K	Hold	1,363	–	–	0.24%	48
2022 Q4	$207K	Buy	+1,363	New	+$203K	0.31%	40
2022 Q2	–	Sell	-1,363	Closed	-$205K	–	62
2022 Q1	$205K	Buy	+1,363	New	+$220K	0.25%	53

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

Caerus Investment Advisors's VIG Position: Q1 2026 in Review

Caerus Investment Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 22% in Q1 2026, selling an estimated $131K and leaving 2,063 shares worth $444K. The position accounts for 0.18% of the portfolio, ranked #107.

Caerus Investment Advisors first reported a position in VIG in Q1 2022 and has held it in 15 quarters since. The position peaked at $582K in Q4 2025. 2,514 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Caerus Investment Advisors held 2,063 shares of Vanguard Dividend Appreciation ETF worth $444K as of Q1 2026.
Caerus Investment Advisors sold 586 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $131K.
Vanguard Dividend Appreciation ETF made up 0.18% of Caerus Investment Advisors's portfolio in Q1 2026, its #107 holding.
Caerus Investment Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q1 2022 and has held it in 15 quarters since.
Caerus Investment Advisors's Vanguard Dividend Appreciation ETF position peaked at $582K in Q4 2025.
2,514 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.