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Capital Analysts LLC’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Capital Analysts LLC’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 		$12.5M Sell
52,948
-598
-1% -$137K 0.29% 82
2026
Q1 		$11.5M Sell
53,546
-3,601
-6% -$803K 0.3% 80
2025
Q4 		$12.6M Buy
57,147
+1,288
+2% +$281K 0.35% 67
2025
Q3 		$12.1M Buy
55,859
+2,085
+4% +$438K 0.35% 69
2025
Q2 		$11M Buy
53,774
+479
+0.9% +$92.8K 0.37% 61
2025
Q1 		$10.3M Buy
53,295
+6,024
+13% +$1.2M 0.39% 59
2024
Q4 		$9.26M Buy
47,271
+149
+0.3% +$29.7K 0.37% 65
2024
Q3 		$9.33M Buy
47,122
+1,139
+2% +$217K 0.38% 64
2024
Q2 		$8.39M Buy
45,983
+6,866
+18% +$1.24M 0.37% 67
2024
Q1 		$7.14M Sell
39,117
-695
-2% -$122K 0.33% 72
2023
Q4 		$6.78M Sell
39,812
-2,382
-6% -$383K 0.34% 74
2023
Q3 		$6.56M Sell
42,194
-7,000
-14% -$1.13M 0.36% 65
2023
Q2 		$7.83M Sell
49,194
-443
-0.9% -$69.4K 0.44% 45
2023
Q1 		$7.64M Buy
49,637
+915
+2% +$140K 0.44% 49
2022
Q4 		$7.4M Sell
48,722
-673
-1% -$100K 0.45% 45
2022
Q3 		$6.68M Sell
49,395
-255
-0.5% -$37.9K 0.46% 41
2022
Q2 		$7.12M Sell
49,650
-59
-0.1% -$8.98K 0.5% 37
2022
Q1 		$8.06M Buy
49,709
+5,489
+12% +$886K 0.51% 35
2021
Q4 		$7.59M Sell
44,220
-5,038
-10% -$830K 0.46% 39
2021
Q3 		$7.57M Sell
49,258
-485
-1% -$77.3K 0.5% 34
2021
Q2 		$7.7M Buy
49,743
+1,778
+4% +$273K 0.52% 31
2021
Q1 		$7.05M Buy
47,965
+47,394
+8,300% +$6.74M 0.49% 35
2020
Q4 		$81K Buy
571
+417
+271% +$56.5K 0.01% 342
2020
Q3 		$20K Hold
154
– – ﹤0.01% 506
2020
Q2 		$18K Sell
154
-50
-25% -$5.69K ﹤0.01% 487
2020
Q1 		$21K Sell
204
-134
-40% -$16K ﹤0.01% 445
2019
Q4 		$42K Hold
338
– – ﹤0.01% 417
2019
Q3 		$40K Hold
338
– – ﹤0.01% 413
2019
Q2 		$39K Hold
338
– – ﹤0.01% 398
2019
Q1 		$37K Hold
338
– – ﹤0.01% 384
2018
Q4 		$33K Sell
338
-356
-51% -$37.1K ﹤0.01% 369
2018
Q3 		$77K Sell
694
-179
-21% -$19.2K 0.01% 268
2018
Q2 		$89K Hold
873
– – 0.01% 261
2018
Q1 		$88K Sell
873
-70
-7% -$7.26K 0.01% 254
2017
Q4 		$96K Sell
943
-41
-4% -$4.04K 0.01% 247
2017
Q3 		$93K Buy
984
+1
+0.1% +$93 0.01% 251
2017
Q2 		$91.1K Sell
983
-998
-50% -$91.6K 0.01% 252
2017
Q1 		$178K Buy
1,981
+1
+0.1% +$89 0.03% 184
2016
Q4 		$169K Buy
1,980
+406
+26% +$34.1K 0.03% 187
2016
Q3 		$132K Buy
+1,574
New +$133K 0.02% 190
2016
Q1 		– Sell
-134
Closed -$10.4K – 418
2015
Q4 		$10.4K Hold
134
– – ﹤0.01% 347
2015
Q3 		$9.88K Hold
134
– – ﹤0.01% 334
2015
Q2 		$10.5K Buy
+134
New +$10.9K ﹤0.01% 348

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

Capital Analysts LLC's VIG Position: Q2 2026 in Review

Capital Analysts LLC reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 1.1% in Q2 2026, selling an estimated $137K and leaving 52,948 shares worth $12.5M. The position accounts for 0.29% of the portfolio, ranked #82.

Capital Analysts LLC first reported a position in VIG in Q2 2015 and has held it in 43 quarters since. The position peaked at $12.6M in Q4 2025. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Capital Analysts LLC held 52,948 shares of Vanguard Dividend Appreciation ETF worth $12.5M as of Q2 2026.
  • Capital Analysts LLC sold 598 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $137K.
  • Vanguard Dividend Appreciation ETF made up 0.29% of Capital Analysts LLC's portfolio in Q2 2026, its #82 holding.
  • Capital Analysts LLC first reported a position in Vanguard Dividend Appreciation ETF in Q2 2015 and has held it in 43 quarters since.
  • Capital Analysts LLC's Vanguard Dividend Appreciation ETF position peaked at $12.6M in Q4 2025.
  • 2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.