Caitlin John’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Caitlin John’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	$359K	Buy	1,670 +106	+7%	+$23.6K	0.22%	85
2025 Q4	$344K	Sell	1,564 -24	-2%	-$5.24K	0.23%	108
2025 Q3	$343K	Buy	1,588 +6	+0.4%	+$1.26K	0.24%	96
2025 Q2	$324K	Buy	1,582 +4	+0.3%	+$775	0.29%	87
2025 Q1	$306K	Buy	1,578 +37	+2%	+$7.36K	0.3%	87
2024 Q4	$302K	Buy	1,541 +5	+0.3%	+$998	0.2%	105
2024 Q3	$310K	Buy	1,536 +13	+0.9%	+$2.48K	0.19%	111
2024 Q2	$278K	Sell	1,523 -17	-1%	-$3.06K	0.2%	108
2024 Q1	$281K	Sell	1,540 -1	-0.1%	-$176	0.21%	102
2023 Q4	$263K	Buy	+1,541	New	+$248K	0.21%	98

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

Caitlin John's VIG Position: Q1 2026 in Review

Caitlin John increased its Vanguard Dividend Appreciation ETF (VIG) stake by 6.8% in Q1 2026, buying an estimated $23.6K and bringing the position to 1,670 shares worth $359K. The position accounts for 0.22% of the portfolio, ranked #85.

Caitlin John first reported a position in VIG in Q4 2023 and has held it in 10 quarters since. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Caitlin John held 1,670 shares of Vanguard Dividend Appreciation ETF worth $359K as of Q1 2026.
Caitlin John bought 106 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $23.6K.
Vanguard Dividend Appreciation ETF made up 0.22% of Caitlin John's portfolio in Q1 2026, its #85 holding.
Caitlin John first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 10 quarters since.
2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.