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Capital Investment Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Capital Investment Advisors’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 		$11.8M Sell
54,689
-2,811
-5% -$627K 0.17% 108
2025
Q4 		$12.6M Buy
57,500
+2,787
+5% +$609K 0.19% 101
2025
Q3 		$11.8M Sell
54,713
-324
-0.6% -$68K 0.19% 96
2025
Q2 		$11.3M Buy
55,037
+340
+0.6% +$65.9K 0.2% 101
2025
Q1 		$10.6M Sell
54,697
-359
-0.7% -$71.4K 0.21% 99
2024
Q4 		$10.8M Buy
55,056
+1,504
+3% +$300K 0.22% 96
2024
Q3 		$10.6M Buy
53,552
+2,506
+5% +$477K 0.22% 94
2024
Q2 		$9.32M Buy
51,046
+488
+1% +$87.8K 0.21% 98
2024
Q1 		$9.23M Sell
50,558
-3,852
-7% -$677K 0.22% 95
2023
Q4 		$9.27M Buy
54,410
+5,263
+11% +$847K 0.23% 94
2023
Q3 		$7.64M Sell
49,147
-134
-0.3% -$21.7K 0.21% 98
2023
Q2 		$8M Sell
49,281
-468
-0.9% -$73.3K 0.24% 82
2023
Q1 		$7.66M Buy
49,749
+5,740
+13% +$879K 0.23% 91
2022
Q4 		$6.68M Buy
44,009
+543
+1% +$80.9K 0.2% 102
2022
Q3 		$5.88M Buy
43,466
+36
+0.1% +$5.36K 0.2% 102
2022
Q2 		$6.23M Sell
43,430
-1,512
-3% -$230K 0.21% 99
2022
Q1 		$7.29M Buy
44,942
+1,769
+4% +$285K 0.22% 98
2021
Q4 		$7.42M Buy
43,173
+693
+2% +$114K 0.23% 93
2021
Q3 		$6.53M Buy
42,480
+1,521
+4% +$242K 0.22% 93
2021
Q2 		$6.34M Sell
40,959
-522
-1% -$80.1K 0.22% 92
2021
Q1 		$6.1M Sell
41,481
-231
-0.6% -$32.9K 0.23% 87
2020
Q4 		$5.89M Sell
41,712
-325
-0.8% -$44K 0.25% 82
2020
Q3 		$5.41M Sell
42,037
-953
-2% -$120K 0.26% 80
2020
Q2 		$5.04M Buy
42,990
+92
+0.2% +$10.5K 0.26% 81
2020
Q1 		$4.43M Buy
42,898
+394
+0.9% +$47K 0.28% 77
2019
Q4 		$5.3M Sell
42,504
-1,878
-4% -$227K 0.26% 94
2019
Q3 		$5.31M Buy
44,382
+95
+0.2% +$11.2K 0.28% 87
2019
Q2 		$5.1M Buy
44,287
+777
+2% +$87.2K 0.28% 90
2019
Q1 		$4.77M Buy
43,510
+152
+0.4% +$16K 0.28% 87
2018
Q4 		$4.25M Buy
43,358
+1,058
+3% +$110K 0.28% 86
2018
Q3 		$4.68M Sell
42,300
-1,412
-3% -$152K 0.28% 80
2018
Q2 		$4.44M Buy
43,712
+2,257
+5% +$230K 0.28% 76
2018
Q1 		$4.19M Sell
41,455
-187
-0.4% -$19.4K 0.27% 77
2017
Q4 		$4.25M Buy
41,642
+5,413
+15% +$533K 0.28% 80
2017
Q3 		$3.43M Buy
36,229
+1,798
+5% +$168K 0.24% 94
2017
Q2 		$3.19M Buy
34,431
+739
+2% +$67.8K 0.23% 100
2017
Q1 		$3.03M Buy
33,692
+1,910
+6% +$169K 0.23% 97
2016
Q4 		$2.71M Buy
31,782
+3,112
+11% +$262K 0.23% 98
2016
Q3 		$2.41M Buy
28,670
+46
+0.2% +$3.9K 0.21% 106
2016
Q2 		$2.38M Buy
28,624
+1,893
+7% +$155K 0.22% 96
2016
Q1 		$2.17M Buy
26,731
+5,146
+24% +$395K 0.21% 93
2015
Q4 		$1.68M Buy
21,585
+3,159
+17% +$247K 0.17% 121
2015
Q3 		$1.36M Buy
18,426
+34
+0.2% +$2.63K 0.15% 139
2015
Q2 		$1.45M Buy
18,392
+95
+0.5% +$7.7K 0.16% 137
2015
Q1 		$1.47M Buy
18,297
+591
+3% +$47.9K 0.16% 139
2014
Q4 		$1.44M Buy
17,706
+972
+6% +$76.9K 0.16% 140
2014
Q3 		$1.29M Buy
16,734
+2,290
+16% +$178K 0.15% 146
2014
Q2 		$1.13M Buy
14,444
+1,711
+13% +$131K 0.13% 154
2014
Q1 		$958K Buy
12,733
+1,020
+9% +$75.3K 0.12% 168
2013
Q4 		$881K Buy
+11,713
New +$852K 0.12% 172

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
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital Investment Advisors's VIG Position: Q1 2026 in Review

Capital Investment Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 4.9% in Q1 2026, selling an estimated $627K and leaving 54,689 shares worth $11.8M. The position accounts for 0.17% of the portfolio, ranked #108.

Capital Investment Advisors first reported a position in VIG in Q4 2013 and has held it in 50 quarters since. The position peaked at $12.6M in Q4 2025. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • Capital Investment Advisors held 54,689 shares of Vanguard Dividend Appreciation ETF worth $11.8M as of Q1 2026.
  • Capital Investment Advisors sold 2,811 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $627K.
  • Vanguard Dividend Appreciation ETF made up 0.17% of Capital Investment Advisors's portfolio in Q1 2026, its #108 holding.
  • Capital Investment Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2013 and has held it in 50 quarters since.
  • Capital Investment Advisors's Vanguard Dividend Appreciation ETF position peaked at $12.6M in Q4 2025.
  • 2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.