Caldwell Sutter Capital’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Caldwell Sutter Capital’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	$3.06M	Sell	14,211 -252	-2%	-$56.2K	1.24%	14
2025 Q4	$3.18M	Buy	14,463 +69	+0.5%	+$15.1K	1.35%	12
2025 Q3	$3.11M	Buy	14,394 +211	+1%	+$44.3K	1.33%	13
2025 Q2	$2.9M	Buy	14,183 +1,068	+8%	+$207K	1.33%	13
2025 Q1	$2.54M	Buy	13,115 +143	+1%	+$28.4K	1.21%	14
2024 Q4	$2.54M	Sell	12,972 -140	-1%	-$28K	1.18%	14
2024 Q3	$2.6M	Sell	13,112 -194	-1%	-$36.9K	1.21%	13
2024 Q2	$2.43M	Buy	13,306 +248	+2%	+$44.6K	1.2%	12
2024 Q1	$2.38M	Buy	13,058 +408	+3%	+$71.7K	1.15%	14
2023 Q4	$2.16M	Buy	12,650 +739	+6%	+$119K	1.1%	14
2023 Q3	$1.85M	Buy	11,911 +1,671	+16%	+$271K	1.02%	17
2023 Q2	$1.66M	Buy	10,240 +5,912	+137%	+$926K	0.87%	24
2023 Q1	$667K	Buy	4,328 +4,078	+1,631%	+$625K	0.49%	52
2022 Q4	$38K	Buy	+250	New	+$37.3K	0.03%	192

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

Caldwell Sutter Capital's VIG Position: Q1 2026 in Review

Caldwell Sutter Capital reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 1.7% in Q1 2026, selling an estimated $56.2K and leaving 14,211 shares worth $3.06M. The position accounts for 1.24% of the portfolio, ranked #14.

Caldwell Sutter Capital first reported a position in VIG in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.18M in Q4 2025. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Caldwell Sutter Capital held 14,211 shares of Vanguard Dividend Appreciation ETF worth $3.06M as of Q1 2026.
Caldwell Sutter Capital sold 252 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $56.2K.
Vanguard Dividend Appreciation ETF made up 1.24% of Caldwell Sutter Capital's portfolio in Q1 2026, its #14 holding.
Caldwell Sutter Capital first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 14 quarters since.
Caldwell Sutter Capital's Vanguard Dividend Appreciation ETF position peaked at $3.18M in Q4 2025.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Caldwell Sutter Capital's 13F filing for Q1 2026, filed 6 May 2026.