Catalina Capital Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Catalina Capital Group’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	$1.53M	Buy	7,117 +261	+4%	+$58.2K	0.91%	25
2025 Q4	$1.51M	Sell	6,856 -24	-0.3%	-$5.24K	0.91%	24
2025 Q3	$1.48M	Buy	6,880 +10	+0.1%	+$2.1K	0.91%	26
2025 Q2	$1.41M	Sell	6,870 -1	-0%	-$194	0.93%	23
2025 Q1	$1.33M	Sell	6,871 -2	-0%	-$398	0.87%	26
2024 Q4	$1.35M	Sell	6,873 -263	-4%	-$52.5K	0.44%	45
2024 Q3	$1.41M	Buy	7,136 +1,287	+22%	+$245K	0.47%	43
2024 Q2	$1.07M	Sell	5,849 -1,284	-18%	-$231K	0.4%	53
2024 Q1	$1.3M	Sell	7,133 -65	-0.9%	-$11.4K	0.54%	38
2023 Q4	$1.23M	Buy	+7,198	New	+$1.16M	0.82%	27

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

Catalina Capital Group's VIG Position: Q1 2026 in Review

Catalina Capital Group increased its Vanguard Dividend Appreciation ETF (VIG) stake by 3.8% in Q1 2026, buying an estimated $58.2K and bringing the position to 7,117 shares worth $1.53M. The position accounts for 0.91% of the portfolio, ranked #25.

Catalina Capital Group first reported a position in VIG in Q4 2023 and has held it in 10 quarters since. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Catalina Capital Group held 7,117 shares of Vanguard Dividend Appreciation ETF worth $1.53M as of Q1 2026.
Catalina Capital Group bought 261 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $58.2K.
Vanguard Dividend Appreciation ETF made up 0.91% of Catalina Capital Group's portfolio in Q1 2026, its #25 holding.
Catalina Capital Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 10 quarters since.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Catalina Capital Group's 13F filing for Q1 2026, filed 23 Apr 2026.