Capital Wealth Alliance’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Capital Wealth Alliance’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	$580K	Sell	2,451 -14	-0.6%	-$3.21K	0.27%	56
2026 Q1	$530K	Sell	2,465 -11	-0.4%	-$2.45K	0.24%	52
2025 Q4	$569K	Sell	2,476 -407	-14%	-$88.9K	0.24%	49
2025 Q3	$622K	Sell	2,883 -286	-9%	-$60.1K	0.31%	40
2025 Q2	$649K	Buy	3,169 +160	+5%	+$31K	0.35%	42
2025 Q1	$584K	Buy	3,009 +772	+35%	+$154K	0.35%	40
2024 Q4	$438K	Buy	2,237 +1,147	+105%	+$229K	0.25%	58
2024 Q3	$216K	Sell	1,090 -627	-37%	-$119K	0.13%	74
2024 Q2	$313K	Buy	+1,717	New	+$309K	0.18%	75
2020 Q1	–	Sell	-534	Closed	-$67K	–	332
2019 Q4	$67K	Buy	+534	New	+$64.6K	0.06%	130

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 Wealth Alliance's VIG Position: Q2 2026 in Review

Capital Wealth Alliance reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.57% in Q2 2026, selling an estimated $3.21K and leaving 2,451 shares worth $580K. The position accounts for 0.27% of the portfolio, ranked #56.

Capital Wealth Alliance first reported a position in VIG in Q4 2019 and has held it in 10 quarters since. The position peaked at $649K in Q2 2025. 2,592 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Capital Wealth Alliance held 2,451 shares of Vanguard Dividend Appreciation ETF worth $580K as of Q2 2026.
Capital Wealth Alliance sold 14 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $3.21K.
Vanguard Dividend Appreciation ETF made up 0.27% of Capital Wealth Alliance's portfolio in Q2 2026, its #56 holding.
Capital Wealth Alliance first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and has held it in 10 quarters since.
Capital Wealth Alliance's Vanguard Dividend Appreciation ETF position peaked at $649K in Q2 2025.
2,592 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Capital Wealth Alliance's 13F filing for Q2 2026, filed 31 Jul 2026.