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Capital Investment Counsel (Colorado)’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Capital Investment Counsel (Colorado)’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 		$862K Sell
3,641
-275
-7% -$63.1K 0.11% 99
2026
Q1 		$842K Buy
3,916
+1,810
+86% +$404K 0.12% 96
2025
Q4 		$463K Buy
2,106
+1,040
+98% +$227K 0.06% 110
2025
Q3 		$230K Buy
+1,066
New +$224K 0.03% 130

Other funds holding VIG

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
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Capital Investment Counsel (Colorado)'s VIG Position: Q2 2026 in Review

Capital Investment Counsel (Colorado) reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 7% in Q2 2026, selling an estimated $63.1K and leaving 3,641 shares worth $862K. The position accounts for 0.11% of the portfolio, ranked #99.

Capital Investment Counsel (Colorado) first reported a position in VIG in Q3 2025 and has held it in 4 quarters since. 1,965 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Capital Investment Counsel (Colorado) held 3,641 shares of Vanguard Dividend Appreciation ETF worth $862K as of Q2 2026.
  • Capital Investment Counsel (Colorado) sold 275 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $63.1K.
  • Vanguard Dividend Appreciation ETF made up 0.11% of Capital Investment Counsel (Colorado)'s portfolio in Q2 2026, its #99 holding.
  • Capital Investment Counsel (Colorado) first reported a position in Vanguard Dividend Appreciation ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,965 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Capital Investment Counsel (Colorado)'s 13F filing for Q2 2026, filed 15 Jul 2026.