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

Capstone Wealth Management Group (Pennsylvania)’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 		$1.79M Buy
7,567
+31
+0.4% +$7.12K 0.63% 30
2026
Q1 		$1.62M Buy
7,536
+30
+0.4% +$6.69K 0.68% 32
2025
Q4 		$1.65M Sell
7,506
-126
-2% -$27.5K 0.69% 28
2025
Q3 		$1.65M Sell
7,632
-145
-2% -$30.4K 0.7% 27
2025
Q2 		$1.59M Buy
7,777
+816
+12% +$158K 1.53% 14
2025
Q1 		$1.35M Buy
6,961
+34
+0.5% +$6.76K 0.77% 30
2024
Q4 		$1.36M Buy
6,927
+10
+0.1% +$2K 0.73% 33
2024
Q3 		$1.37M Buy
6,917
+34
+0.5% +$6.47K 0.81% 29
2024
Q2 		$1.26M Hold
6,883
– – 0.82% 28
2024
Q1 		$1.26M Sell
6,883
-580
-8% -$102K 0.9% 27
2023
Q4 		$1.27M Sell
7,463
-216
-3% -$34.8K 1.2% 20
2023
Q3 		$1.19M Sell
7,679
-113
-1% -$18.3K 1.24% 22
2023
Q2 		$1.27M Sell
7,792
-143
-2% -$22.4K 1.31% 18
2023
Q1 		$1.22M Buy
7,935
+39
+0.5% +$5.97K 1.35% 15
2022
Q4 		$1.2M Sell
7,896
-55
-0.7% -$8.2K 1.29% 19
2022
Q3 		$1.07M Buy
7,951
+40
+0.5% +$5.95K 1.38% 21
2022
Q2 		$1.14M Buy
7,911
+38
+0.5% +$5.78K 1.37% 21
2022
Q1 		$1.28M Buy
7,873
+84
+1% +$13.6K 1.28% 19
2021
Q4 		$1.34M Buy
+7,789
New +$1.28M 1.09% 21

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Capstone Wealth Management Group (Pennsylvania) increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.41% in Q2 2026, buying an estimated $7.12K and bringing the position to 7,567 shares worth $1.79M. The position accounts for 0.63% of the portfolio, ranked #30.

Capstone Wealth Management Group (Pennsylvania) first reported a position in VIG in Q4 2021 and has held it in 19 quarters since. 2,591 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Capstone Wealth Management Group (Pennsylvania) held 7,567 shares of Vanguard Dividend Appreciation ETF worth $1.79M as of Q2 2026.
  • Capstone Wealth Management Group (Pennsylvania) bought 31 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $7.12K.
  • Vanguard Dividend Appreciation ETF made up 0.63% of Capstone Wealth Management Group (Pennsylvania)'s portfolio in Q2 2026, its #30 holding.
  • Capstone Wealth Management Group (Pennsylvania) first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,591 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q2 2026, filed 30 Jul 2026.