CAWM
VIG icon

Capital A Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Capital A Wealth Management’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
2025
Q2 		$51.1K Buy
+300
New +$58.1K 0.57% 50
2025
Q1 		– Sell
-26
Closed -$5.05K – 904
2024
Q4 		$5.05K Buy
+26
New +$5.19K 0.01% 379

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
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
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Capital A Wealth Management's VIG Position: Q2 2025 in Review

Capital A Wealth Management opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q2 2025: 300 shares worth $51.1K. The stake represents 0.57% of the portfolio and ranks #50 among its holdings. This is a return to the name: Capital A Wealth Management previously reported a position in VIG as recently as Q4 2024.

Capital A Wealth Management first reported a position in VIG in Q4 2024 and has held it in 2 quarters since. 2,293 funds tracked by Wall St. Rank hold VIG as of Q2 2025.

  • Capital A Wealth Management held 300 shares of Vanguard Dividend Appreciation ETF worth $51.1K as of Q2 2025.
  • Vanguard Dividend Appreciation ETF was a new Capital A Wealth Management position in Q2 2025.
  • Vanguard Dividend Appreciation ETF made up 0.57% of Capital A Wealth Management's portfolio in Q2 2025, its #50 holding.
  • Capital A Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 2 quarters since.
  • 2,293 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.