Cardiff Park Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Cardiff Park 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	$4.61M	Sell	21,449 -11,318	-35%	-$2.52M	0.37%	49
2025 Q4	$7.2M	Sell	32,767 -1,964	-6%	-$429K	0.59%	36
2025 Q3	$7.49M	Buy	34,731 +602	+2%	+$126K	0.57%	38
2025 Q2	$6.99M	Sell	34,129 -156	-0.5%	-$30.2K	0.6%	34
2025 Q1	$6.65M	Buy	34,285 +225	+0.7%	+$44.7K	0.64%	35
2024 Q4	$6.67M	Buy	34,060 +121	+0.4%	+$24.2K	0.63%	34
2024 Q3	$6.72M	Buy	33,939 +476	+1%	+$90.6K	0.6%	33
2024 Q2	$6.11M	Hold	33,463	–	–	0.58%	33
2024 Q1	$6.11M	Buy	33,463 +51	+0.2%	+$8.96K	0.58%	33
2023 Q4	$5.69M	Sell	33,412 -166	-0.5%	-$26.7K	0.63%	32
2023 Q3	$5.22M	Buy	33,578 +1,235	+4%	+$200K	0.66%	32
2023 Q2	$5.25M	Sell	32,343 -282	-0.9%	-$44.2K	0.64%	29
2023 Q1	$5.02M	Buy	32,625 +63	+0.2%	+$9.65K	0.66%	29
2022 Q4	$4.94M	Buy	32,562 +13,538	+71%	+$2.02M	0.69%	29
2022 Q3	$2.57M	Buy	19,024 +45	+0.2%	+$6.7K	0.4%	46
2022 Q2	$2.72M	Sell	18,979 -331	-2%	-$50.4K	0.41%	44
2022 Q1	$3.13M	Buy	19,310 +40	+0.2%	+$6.45K	0.44%	36
2021 Q4	$3.31M	Buy	+19,270	New	+$3.18M	0.43%	35

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

Cardiff Park Advisors's VIG Position: Q1 2026 in Review

Cardiff Park Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 35% in Q1 2026, selling an estimated $2.52M and leaving 21,449 shares worth $4.61M. The position accounts for 0.37% of the portfolio, ranked #49.

Cardiff Park Advisors first reported a position in VIG in Q4 2021 and has held it in 18 quarters since. The position peaked at $7.49M in Q3 2025. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Cardiff Park Advisors held 21,449 shares of Vanguard Dividend Appreciation ETF worth $4.61M as of Q1 2026.
Cardiff Park Advisors sold 11,318 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $2.52M.
Vanguard Dividend Appreciation ETF made up 0.37% of Cardiff Park Advisors's portfolio in Q1 2026, its #49 holding.
Cardiff Park Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 18 quarters since.
Cardiff Park Advisors's Vanguard Dividend Appreciation ETF position peaked at $7.49M in Q3 2025.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Cardiff Park Advisors's 13F filing for Q1 2026, filed 15 May 2026.