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Camelot Portfolios’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Camelot Portfolios’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 		– Sell
-33
Closed -$7.25K – 537
2025
Q4 		$7.25K Buy
+33
New +$7.21K ﹤0.01% 453
2015
Q2 		– Sell
-4,279
Closed -$344K – 184
2015
Q1 		$344K Sell
4,279
-181
-4% -$14.7K 0.2% 124
2014
Q4 		$362K Buy
4,460
+16
+0.4% +$1.26K 0.21% 115
2014
Q3 		$342K Buy
4,444
+231
+5% +$17.9K 0.2% 117
2014
Q2 		$328K Buy
4,213
+391
+10% +$29.9K 0.21% 120
2014
Q1 		$288K Buy
+3,822
New +$282K 0.19% 119

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Camelot Portfolios's VIG Position: Q1 2026 in Review

Camelot Portfolios sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2026, closing a stake of 33 shares — an estimated $7.25K sold.

Camelot Portfolios first reported a position in VIG in Q1 2014 and held it in 6 quarters. The position peaked at $362K in Q4 2014. 2,526 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • Camelot Portfolios reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2026 after selling out during the quarter.
  • Camelot Portfolios sold 33 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $7.25K.
  • Camelot Portfolios first reported a position in Vanguard Dividend Appreciation ETF in Q1 2014 and held it in 6 quarters.
  • Camelot Portfolios's Vanguard Dividend Appreciation ETF position peaked at $362K in Q4 2014.
  • 2,526 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Camelot Portfolios's 13F filing for Q1 2026, filed 8 May 2026.