Capital Group Private Client Services’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Capital Group Private Client Services’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	$778K	Buy	3,287 +380	+13%	+$87.3K	0.01%	212
2026 Q1	$625K	Sell	2,907 -4	-0.1%	-$892	0.01%	202
2025 Q4	$640K	Sell	2,911 -115	-4%	-$25.1K	0.01%	223
2025 Q3	$653K	Sell	3,026 -2	-0.1%	-$420	0.01%	228
2025 Q2	$620K	Sell	3,028 -2,477	-45%	-$480K	0.01%	248
2025 Q1	$1.07M	Buy	5,505 +2,465	+81%	+$490K	0.01%	229
2024 Q4	$595K	Buy	3,040 +5	+0.2%	+$998	0.01%	241
2024 Q3	$601K	Sell	3,035 -15	-0.5%	-$2.86K	0.01%	237
2024 Q2	$557K	Sell	3,050 -5	-0.2%	-$900	0.01%	240
2024 Q1	$558K	Sell	3,055 -11,505	-79%	-$2.02M	0.01%	232
2023 Q4	$2.48M	Buy	14,560 +82	+0.6%	+$13.2K	0.03%	190
2023 Q3	$2.25M	Buy	14,478 +2,779	+24%	+$450K	0.03%	176
2023 Q2	$1.9M	Sell	11,699 -11	-0.1%	-$1.72K	0.02%	184
2023 Q1	$1.8M	Buy	11,710 +58	+0.5%	+$8.88K	0.02%	178
2022 Q4	$1.77M	Buy	+11,652	New	+$1.74M	0.02%	178

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

Capital Group Private Client Services's VIG Position: Q2 2026 in Review

Capital Group Private Client Services increased its Vanguard Dividend Appreciation ETF (VIG) stake by 13% in Q2 2026, buying an estimated $87.3K and bringing the position to 3,287 shares worth $778K. The position accounts for 0.01% of the portfolio, ranked #212.

Capital Group Private Client Services first reported a position in VIG in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.48M in Q4 2023. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Capital Group Private Client Services held 3,287 shares of Vanguard Dividend Appreciation ETF worth $778K as of Q2 2026.
Capital Group Private Client Services bought 380 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $87.3K.
Vanguard Dividend Appreciation ETF made up 0.01% of Capital Group Private Client Services's portfolio in Q2 2026, its #212 holding.
Capital Group Private Client Services first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 15 quarters since.
Capital Group Private Client Services's Vanguard Dividend Appreciation ETF position peaked at $2.48M in Q4 2023.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Capital Group Private Client Services's 13F filing for Q2 2026, filed 12 Aug 2026.