Capital Square’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Capital Square’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 Q4	–	Sell	-928	Closed	-$200K	–	230
2025 Q3	$200K	Buy	+928	New	+$195K	0.1%	194
2021 Q3	–	Sell	-1,550	Closed	-$244K	–	162
2021 Q2	$244K	Hold	1,550	–	–	0.18%	126
2021 Q1	$233K	Buy	+1,550	New	+$220K	0.17%	127

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Capital Square's VIG Position: Q4 2025 in Review

Capital Square sold out of Vanguard Dividend Appreciation ETF (VIG) in Q4 2025, closing a stake of 928 shares — an estimated $200K sold.

Capital Square first reported a position in VIG in Q1 2021 and held it in 3 quarters. The position peaked at $244K in Q2 2021. 2,525 funds tracked by Wall St. Rank hold VIG as of Q4 2025.

Capital Square reported no remaining Vanguard Dividend Appreciation ETF position as of Q4 2025 after selling out during the quarter.
Capital Square sold 928 Vanguard Dividend Appreciation ETF shares in Q4 2025, an estimated $200K.
Capital Square first reported a position in Vanguard Dividend Appreciation ETF in Q1 2021 and held it in 3 quarters.
Capital Square's Vanguard Dividend Appreciation ETF position peaked at $244K in Q2 2021.
2,525 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2025.

Based on Capital Square's 13F filing for Q4 2025, filed 13 Feb 2026.