Cape Investment Advisory’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Cape Investment Advisory’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	$496K	Sell	2,097 -30	-1%	-$6.89K	0.13%	129
2026 Q1	$457K	Buy	2,127 +251	+13%	+$56K	0.15%	130
2025 Q4	$412K	Buy	1,876 +11	+0.6%	+$2.4K	0.13%	130
2025 Q3	$402K	Sell	1,865 -609	-25%	-$128K	0.4%	67
2025 Q2	$506K	Buy	2,474 +197	+9%	+$38.2K	0.18%	93
2025 Q1	$442K	Sell	2,277 -41	-2%	-$8.15K	0.18%	100
2024 Q4	$454K	Buy	2,318 +286	+14%	+$57.1K	0.18%	95
2024 Q3	$403K	Buy	2,032 +312	+18%	+$59.4K	0.16%	103
2024 Q2	$314K	Buy	1,720 +18	+1%	+$3.24K	0.14%	111
2024 Q1	$311K	Buy	1,702 +7	+0.4%	+$1.23K	0.15%	107
2023 Q4	$289K	Buy	1,695 +108	+7%	+$17.4K	0.14%	106
2023 Q3	$247K	Buy	1,587 +74	+5%	+$12K	0.14%	110
2023 Q2	$246K	Sell	1,513 -102	-6%	-$16K	0.14%	112
2023 Q1	$249K	Buy	+1,615	New	+$247K	0.15%	101

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

Cape Investment Advisory's VIG Position: Q2 2026 in Review

Cape Investment Advisory reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 1.4% in Q2 2026, selling an estimated $6.89K and leaving 2,097 shares worth $496K. The position accounts for 0.13% of the portfolio, ranked #129.

Cape Investment Advisory first reported a position in VIG in Q1 2023 and has held it in 14 quarters since. The position peaked at $506K in Q2 2025. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Cape Investment Advisory held 2,097 shares of Vanguard Dividend Appreciation ETF worth $496K as of Q2 2026.
Cape Investment Advisory sold 30 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $6.89K.
Vanguard Dividend Appreciation ETF made up 0.13% of Cape Investment Advisory's portfolio in Q2 2026, its #129 holding.
Cape Investment Advisory first reported a position in Vanguard Dividend Appreciation ETF in Q1 2023 and has held it in 14 quarters since.
Cape Investment Advisory's Vanguard Dividend Appreciation ETF position peaked at $506K in Q2 2025.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.