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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital Wealth Alliance's VIG Position: Q1 2026 in Review

Capital Wealth Alliance reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.44% in Q1 2026, selling an estimated $2.45K and leaving 2,465 shares worth $530K. The position accounts for 0.24% of the portfolio, ranked #52.

Capital Wealth Alliance first reported a position in VIG in Q4 2019 and has held it in 9 quarters since. The position peaked at $649K in Q2 2025. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Capital Wealth Alliance held 2,465 shares of Vanguard Dividend Appreciation ETF worth $530K as of Q1 2026.
Capital Wealth Alliance sold 11 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $2.45K.
Vanguard Dividend Appreciation ETF made up 0.24% of Capital Wealth Alliance's portfolio in Q1 2026, its #52 holding.
Capital Wealth Alliance first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and has held it in 9 quarters since.
Capital Wealth Alliance's Vanguard Dividend Appreciation ETF position peaked at $649K in Q2 2025.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Capital Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.