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CFO Capital Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

CFO Capital Management’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 		$563K Sell
2,671
-255
-9% -$56.8K 0.46% 65
2025
Q4 		$643K Buy
+2,926
New +$639K 0.48% 59

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 $1.89T AUM 35.08% 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 $215B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $17.8B AUM 24.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CFO Capital Management's VIG Position: Q1 2026 in Review

CFO Capital Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 8.7% in Q1 2026, selling an estimated $56.8K and leaving 2,671 shares worth $563K. The position accounts for 0.46% of the portfolio, ranked #65.

CFO Capital Management first reported a position in VIG in Q4 2025 and has held it in 2 quarters since. The position peaked at $643K in Q4 2025. 2,523 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • CFO Capital Management held 2,671 shares of Vanguard Dividend Appreciation ETF worth $563K as of Q1 2026.
  • CFO Capital Management sold 255 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $56.8K.
  • Vanguard Dividend Appreciation ETF made up 0.46% of CFO Capital Management's portfolio in Q1 2026, its #65 holding.
  • CFO Capital Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2025 and has held it in 2 quarters since.
  • CFO Capital Management's Vanguard Dividend Appreciation ETF position peaked at $643K in Q4 2025.
  • 2,523 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on CFO Capital Management's 13F filing for Q1 2026, filed 4 May 2026.