Certuity’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Certuity’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	$568K	Buy	2,639 +1,325	+101%	+$295K	0.04%	262
2025 Q4	$289K	Sell	1,314 -1,325	-50%	-$290K	0.02%	429
2025 Q3	$569K	Hold	2,639	–	–	0.04%	240
2025 Q2	$540K	Buy	2,639 +657	+33%	+$127K	0.05%	194
2025 Q1	$384K	Sell	1,982 -18	-0.9%	-$3.58K	0.04%	222
2024 Q4	$392K	Hold	2,000	–	–	0.04%	219
2024 Q3	$396K	Buy	2,000 +166	+9%	+$31.6K	0.04%	209
2024 Q2	$335K	Sell	1,834 -251	-12%	-$45.2K	0.03%	236
2024 Q1	$381K	Sell	2,085 -34	-2%	-$5.97K	0.03%	203
2023 Q4	$361K	Sell	2,119 -334	-14%	-$53.7K	0.04%	220
2023 Q3	$381K	Buy	2,453 +509	+26%	+$82.5K	0.04%	171
2023 Q2	$316K	Sell	1,944 -329	-14%	-$51.5K	0.04%	193
2023 Q1	$350K	Buy	2,273 +239	+12%	+$36.6K	0.05%	142
2022 Q4	$309K	Sell	2,034 -372	-15%	-$55.4K	0.05%	152
2022 Q3	$325K	Sell	2,406 -63	-3%	-$9.38K	0.08%	123
2022 Q2	$354K	Sell	2,469 -1,348	-35%	-$205K	0.09%	125
2022 Q1	$619K	Buy	3,817 +800	+27%	+$129K	0.13%	111
2021 Q4	$518K	Hold	3,017	–	–	0.11%	130
2021 Q3	$463K	Buy	3,017 +946	+46%	+$151K	0.09%	171
2021 Q2	$321K	Buy	2,071 +5	+0.2%	+$767	0.07%	223
2021 Q1	$304K	Hold	2,066	–	–	0.08%	203
2020 Q4	$292K	Hold	2,066	–	–	0.09%	156
2020 Q3	$266K	Buy	+2,066	New	+$260K	0.11%	142
2020 Q1	–	Sell	-1,605	Closed	-$200K	–	224
2019 Q4	$200K	Buy	+1,605	New	+$194K	0.1%	166

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

Certuity's VIG Position: Q1 2026 in Review

Certuity increased its Vanguard Dividend Appreciation ETF (VIG) stake by 101% in Q1 2026, buying an estimated $295K and bringing the position to 2,639 shares worth $568K. The position accounts for 0.04% of the portfolio, ranked #262.

Certuity first reported a position in VIG in Q4 2019 and has held it in 24 quarters since. The position peaked at $619K in Q1 2022. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Certuity held 2,639 shares of Vanguard Dividend Appreciation ETF worth $568K as of Q1 2026.
Certuity bought 1,325 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $295K.
Vanguard Dividend Appreciation ETF made up 0.04% of Certuity's portfolio in Q1 2026, its #262 holding.
Certuity first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and has held it in 24 quarters since.
Certuity's Vanguard Dividend Appreciation ETF position peaked at $619K in Q1 2022.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Certuity's 13F filing for Q1 2026, filed 11 May 2026.