Carmel Capital Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Carmel Capital Partners’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	$208K	Buy	+878	New	+$202K	0.07%	127
2025 Q3	–	Sell	-1,149	Closed	-$235K	–	156
2025 Q2	$235K	Buy	+1,149	New	+$223K	0.08%	135
2023 Q4	–	Sell	-359	Closed	-$55.8K	–	677
2023 Q3	$55.8K	Hold	359	–	–	0.03%	234
2023 Q2	$58.3K	Sell	359 -134	-27%	-$21K	0.03%	200
2023 Q1	$75.9K	Buy	+493	New	+$75.5K	0.04%	216

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

Carmel Capital Partners's VIG Position: Q2 2026 in Review

Carmel Capital Partners opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q2 2026: 878 shares worth $208K. The stake represents 0.07% of the portfolio and ranks #127 among its holdings. This is a return to the name: Carmel Capital Partners previously reported a position in VIG as recently as Q2 2025.

Carmel Capital Partners first reported a position in VIG in Q1 2023 and has held it in 5 quarters since. The position peaked at $235K in Q2 2025. 2,592 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Carmel Capital Partners held 878 shares of Vanguard Dividend Appreciation ETF worth $208K as of Q2 2026.
Vanguard Dividend Appreciation ETF was a new Carmel Capital Partners position in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.07% of Carmel Capital Partners's portfolio in Q2 2026, its #127 holding.
Carmel Capital Partners first reported a position in Vanguard Dividend Appreciation ETF in Q1 2023 and has held it in 5 quarters since.
Carmel Capital Partners's Vanguard Dividend Appreciation ETF position peaked at $235K in Q2 2025.
2,592 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Carmel Capital Partners's 13F filing for Q2 2026, filed 30 Jul 2026.