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 Q2	$703K	Buy	2,970 +1,300	+78%	+$299K	0.38%	63
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $672B AUM 33.48% 1-Year Est. Return

Caitlin John's VIG Position: Q2 2026 in Review

Caitlin John increased its Vanguard Dividend Appreciation ETF (VIG) stake by 78% in Q2 2026, buying an estimated $299K and bringing the position to 2,970 shares worth $703K. The position accounts for 0.38% of the portfolio, ranked #63.

Caitlin John first reported a position in VIG in Q4 2023 and has held it in 11 quarters since. 2,591 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Caitlin John held 2,970 shares of Vanguard Dividend Appreciation ETF worth $703K as of Q2 2026.
Caitlin John bought 1,300 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $299K.
Vanguard Dividend Appreciation ETF made up 0.38% of Caitlin John's portfolio in Q2 2026, its #63 holding.
Caitlin John first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 11 quarters since.
2,591 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.