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Calton & Associates’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Calton & Associates’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 		$1.34M Buy
5,667
+57
+1% +$13.1K 0.2% 100
2026
Q1 		$1.21M Sell
5,610
-366
-6% -$81.6K 0.17% 117
2025
Q4 		$1.31M Buy
5,976
+544
+10% +$119K 0.19% 103
2025
Q3 		$1.17M Buy
5,432
+544
+11% +$114K 0.18% 109
2025
Q2 		$1M Buy
4,888
+264
+6% +$51.2K 0.17% 106
2025
Q1 		$897K Buy
+4,624
New +$919K 0.2% 101
2024
Q4 		– Sell
-2,564
Closed -$508K – 284
2024
Q3 		$508K Buy
+2,564
New +$488K 0.19% 116
2023
Q4 		– Sell
-1,645
Closed -$256K – 286
2023
Q3 		$256K Buy
+1,645
New +$267K 0.37% 73
2023
Q1 		– Sell
-1,842
Closed -$280K – 297
2022
Q4 		$280K Buy
+1,842
New +$275K 0.11% 213
2021
Q1 		– Sell
-2,126
Closed -$300K – 433
2020
Q4 		$300K Sell
2,126
-498
-19% -$67.5K 0.05% 268
2020
Q3 		$338K Sell
2,624
-59
-2% -$7.42K 0.07% 218
2020
Q2 		$314K Sell
2,683
-230
-8% -$26.2K 0.07% 217
2020
Q1 		$301K Buy
2,913
+100
+4% +$11.9K 0.07% 206
2019
Q4 		$351K Sell
2,813
-1,496
-35% -$181K 0.07% 227
2019
Q3 		$515K Buy
4,309
+2,196
+104% +$259K 0.11% 152
2019
Q2 		$243K Hold
2,113
– – 0.07% 222
2019
Q1 		$232K Sell
2,113
-2,215
-51% -$233K 0.07% 224
2018
Q4 		$424K Buy
4,328
+387
+10% +$40.4K 0.16% 124
2018
Q3 		$436K Hold
3,941
– – 0.13% 143
2018
Q2 		$422K Sell
3,941
-942
-19% -$96K 0.12% 138
2018
Q1 		$493K Buy
4,883
+3,135
+179% +$325K 0.14% 156
2017
Q4 		$187K Buy
+1,748
New +$172K 0.05% 354

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Calton & Associates's VIG Position: Q2 2026 in Review

Calton & Associates increased its Vanguard Dividend Appreciation ETF (VIG) stake by 1% in Q2 2026, buying an estimated $13.1K and bringing the position to 5,667 shares worth $1.34M. The position accounts for 0.2% of the portfolio, ranked #100.

Calton & Associates first reported a position in VIG in Q4 2017 and has held it in 22 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Calton & Associates held 5,667 shares of Vanguard Dividend Appreciation ETF worth $1.34M as of Q2 2026.
  • Calton & Associates bought 57 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $13.1K.
  • Vanguard Dividend Appreciation ETF made up 0.2% of Calton & Associates's portfolio in Q2 2026, its #100 holding.
  • Calton & Associates first reported a position in Vanguard Dividend Appreciation ETF in Q4 2017 and has held it in 22 quarters since.
  • 2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.