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CapWealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

CapWealth Advisors’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 		$207K Buy
963
+30
+3% +$6.69K 0.02% 113
2025
Q4 		$205K Hold
933
– – 0.01% 117
2025
Q3 		$201K Buy
+933
New +$196K 0.01% 117
2023
Q3 		– Sell
-2,619
Closed -$425K – 109
2023
Q2 		$425K Sell
2,619
-170
-6% -$26.6K 0.05% 75
2023
Q1 		$430K Sell
2,789
-1,153
-29% -$177K 0.05% 77
2022
Q4 		$599K Sell
3,942
-90
-2% -$13.4K 0.07% 77
2022
Q3 		$545K Sell
4,032
-819
-17% -$122K 0.07% 78
2022
Q2 		$696K Buy
4,851
+260
+6% +$39.6K 0.08% 78
2022
Q1 		$744K Buy
4,591
+1,118
+32% +$180K 0.08% 85
2021
Q4 		$596K Sell
3,473
-507
-13% -$83.6K 0.06% 87
2021
Q3 		$611K Sell
3,980
-596
-13% -$95K 0.07% 83
2021
Q2 		$708K Sell
4,576
-1,114
-20% -$171K 0.08% 79
2021
Q1 		$837K Sell
5,690
-5,840
-51% -$831K 0.1% 72
2020
Q4 		$1.63M Buy
11,530
+142
+1% +$19.2K 0.19% 61
2020
Q3 		$1.47M Sell
11,388
-873
-7% -$110K 0.2% 59
2020
Q2 		$1.44M Buy
12,261
+9,910
+422% +$1.13M 0.2% 57
2020
Q1 		$243K Sell
2,351
-9
-0.4% -$1.07K 0.04% 81
2019
Q4 		$294K Hold
2,360
– – 0.04% 85
2019
Q3 		$282K Hold
2,360
– – 0.04% 84
2019
Q2 		$272K Hold
2,360
– – 0.04% 86
2019
Q1 		$259K Hold
2,360
– – 0.04% 88
2018
Q4 		$231K Hold
2,360
– – 0.04% 89
2018
Q3 		$261K Buy
+2,360
New +$254K 0.04% 99
2013
Q4 		– Sell
-94
Closed -$7K – 412
2013
Q3 		$7K Hold
94
– – ﹤0.01% 343
2013
Q2 		$6K Buy
+94
New +$6.31K ﹤0.01% 330

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CapWealth Advisors's VIG Position: Q1 2026 in Review

CapWealth Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 3.2% in Q1 2026, buying an estimated $6.69K and bringing the position to 963 shares worth $207K. The position accounts for 0.02% of the portfolio, ranked #113.

CapWealth Advisors first reported a position in VIG in Q2 2013 and has held it in 25 quarters since. The position peaked at $1.63M in Q4 2020. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • CapWealth Advisors held 963 shares of Vanguard Dividend Appreciation ETF worth $207K as of Q1 2026.
  • CapWealth Advisors bought 30 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $6.69K.
  • Vanguard Dividend Appreciation ETF made up 0.02% of CapWealth Advisors's portfolio in Q1 2026, its #113 holding.
  • CapWealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q2 2013 and has held it in 25 quarters since.
  • CapWealth Advisors's Vanguard Dividend Appreciation ETF position peaked at $1.63M in Q4 2020.
  • 2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on CapWealth Advisors's 13F filing for Q1 2026, filed 5 May 2026.