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Claro Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Claro 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 		$578K Sell
2,688
-57
-2% -$12.7K 0.07% 214
2025
Q4 		$603K Buy
2,745
+6
+0.2% +$1.31K 0.08% 197
2025
Q3 		$591K Buy
2,739
+227
+9% +$47.7K 0.09% 198
2025
Q2 		$514K Buy
2,512
+541
+27% +$105K 0.08% 204
2025
Q1 		$382K Buy
1,971
+12
+0.6% +$2.39K 0.05% 330
2024
Q4 		$384K Sell
1,959
-1,978
-50% -$395K 0.05% 298
2024
Q3 		$780K Buy
3,937
+376
+11% +$71.6K 0.1% 199
2024
Q2 		$650K Buy
3,561
+524
+17% +$94.3K 0.1% 206
2024
Q1 		$555K Buy
3,037
+796
+36% +$140K 0.1% 221
2023
Q4 		$382K Buy
2,241
+97
+5% +$15.6K 0.08% 256
2023
Q3 		$333K Buy
2,144
+391
+22% +$63.4K 0.08% 260
2023
Q2 		$285K Sell
1,753
-363
-17% -$56.8K 0.07% 272
2023
Q1 		$326K Sell
2,116
-24
-1% -$3.68K 0.1% 239
2022
Q4 		$325K Buy
2,140
+98
+5% +$14.6K 0.11% 218
2022
Q3 		$293K Hold
2,042
– – 0.12% 195
2022
Q2 		$293K Buy
2,042
+406
+25% +$61.8K 0.12% 195
2022
Q1 		$281K Hold
1,636
– – 0.1% 206
2021
Q4 		$281K Buy
1,636
+226
+16% +$37.3K 0.1% 206
2021
Q3 		$217K Buy
1,410
+6
+0.4% +$956 0.09% 228
2021
Q2 		$217K Buy
1,404
+4
+0.3% +$614 0.1% 215
2021
Q1 		$206K Buy
+1,400
New +$199K 0.1% 202
2019
Q1 		– Sell
-170
Closed -$19K – 908
2018
Q4 		$19K Buy
+170
New +$17.7K 0.02% 556

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 $1.66T AUM 25.57% 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 $187B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $15.5B AUM 18.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Claro Advisors's VIG Position: Q1 2026 in Review

Claro Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 2.1% in Q1 2026, selling an estimated $12.7K and leaving 2,688 shares worth $578K. The position accounts for 0.07% of the portfolio, ranked #214.

Claro Advisors first reported a position in VIG in Q4 2018 and has held it in 22 quarters since. The position peaked at $780K in Q3 2024. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • Claro Advisors held 2,688 shares of Vanguard Dividend Appreciation ETF worth $578K as of Q1 2026.
  • Claro Advisors sold 57 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $12.7K.
  • Vanguard Dividend Appreciation ETF made up 0.07% of Claro Advisors's portfolio in Q1 2026, its #214 holding.
  • Claro Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2018 and has held it in 22 quarters since.
  • Claro Advisors's Vanguard Dividend Appreciation ETF position peaked at $780K in Q3 2024.
  • 2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.