Capstone Wealth Management Group (Oregon)’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Capstone Wealth Management Group (Oregon)’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	$2.48M	Sell	10,469 -1,121	-10%	-$257K	1.49%	20
2026 Q1	$2.49M	Sell	11,590 -50	-0.4%	-$11.1K	1.53%	20
2025 Q4	$2.56M	Hold	11,640	–	–	1.55%	20
2025 Q3	$2.51M	Hold	11,640	–	–	1.6%	19
2025 Q2	$2.38M	Sell	11,640 -54	-0.5%	-$10.5K	1.73%	16
2025 Q1	$2.27M	Hold	11,694	–	–	1.81%	17
2024 Q4	$2.29M	Buy	+11,694	New	+$2.33M	1.74%	16

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

Capstone Wealth Management Group (Oregon)'s VIG Position: Q2 2026 in Review

Capstone Wealth Management Group (Oregon) reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 9.7% in Q2 2026, selling an estimated $257K and leaving 10,469 shares worth $2.48M. The position accounts for 1.49% of the portfolio, ranked #20.

Capstone Wealth Management Group (Oregon) first reported a position in VIG in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.56M in Q4 2025. 2,591 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Capstone Wealth Management Group (Oregon) held 10,469 shares of Vanguard Dividend Appreciation ETF worth $2.48M as of Q2 2026.
Capstone Wealth Management Group (Oregon) sold 1,121 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $257K.
Vanguard Dividend Appreciation ETF made up 1.49% of Capstone Wealth Management Group (Oregon)'s portfolio in Q2 2026, its #20 holding.
Capstone Wealth Management Group (Oregon) first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 7 quarters since.
Capstone Wealth Management Group (Oregon)'s Vanguard Dividend Appreciation ETF position peaked at $2.56M in Q4 2025.
2,591 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q2 2026, filed 27 Jul 2026.