Clear Creek Financial Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Clear Creek Financial 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	$7.88M	Buy	36,628 +4,850	+15%	+$1.08M	0.6%	37
2025 Q4	$6.98M	Buy	31,778 +1,443	+5%	+$315K	0.57%	38
2025 Q3	$6.55M	Buy	30,335 +67	+0.2%	+$14.1K	0.57%	36
2025 Q2	$6.2M	Sell	30,268 -2,669	-8%	-$517K	0.59%	31
2025 Q1	$6.39M	Sell	32,937 -759	-2%	-$151K	0.66%	30
2024 Q4	$6.6M	Buy	33,696 +1,818	+6%	+$363K	0.71%	34
2024 Q3	$6.31M	Sell	31,878 -582	-2%	-$111K	0.71%	31
2024 Q2	$5.91M	Buy	32,460 +769	+2%	+$138K	0.72%	30
2024 Q1	$5.77M	Buy	31,691 +19,330	+156%	+$3.4M	0.74%	30
2023 Q4	$2.1M	Buy	12,361 +7,244	+142%	+$1.17M	0.33%	66
2023 Q3	$801K	Buy	5,117 +13	+0.3%	+$2.11K	0.14%	118
2023 Q2	$829K	Sell	5,104 -53	-1%	-$8.3K	0.14%	117
2023 Q1	$794K	Sell	5,157 -3,218	-38%	-$493K	0.15%	120
2022 Q4	$1.27M	Sell	8,375 -1,008	-11%	-$150K	0.28%	79
2022 Q3	$1.27M	Sell	9,383 -1,914	-17%	-$285K	0.28%	69
2022 Q2	$1.62M	Sell	11,297 -13,943	-55%	-$2.12M	0.34%	60
2022 Q1	$4.09M	Sell	25,240 -548	-2%	-$88.4K	0.64%	35
2021 Q4	$4.43M	Buy	25,788 +2,460	+11%	+$405K	0.67%	35
2021 Q3	$3.58M	Buy	23,328 +2,428	+12%	+$387K	0.58%	47
2021 Q2	$3.23M	Buy	+20,900	New	+$3.21M	0.5%	58
2021 Q1	–	Sell	-18,679	Closed	-$2.64M	–	251
2020 Q4	$2.64M	Sell	18,679 -122,549	-87%	-$16.6M	0.51%	51
2020 Q3	$18.2M	Buy	141,228 +123,600	+701%	+$15.6M	0.82%	28
2020 Q2	$2.08M	Buy	+17,628	New	+$2.01M	0.54%	38

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

Clear Creek Financial Management's VIG Position: Q1 2026 in Review

Clear Creek Financial Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 15% in Q1 2026, buying an estimated $1.08M and bringing the position to 36,628 shares worth $7.88M. The position accounts for 0.6% of the portfolio, ranked #37.

Clear Creek Financial Management first reported a position in VIG in Q2 2020 and has held it in 23 quarters since. The position peaked at $18.2M in Q3 2020. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Clear Creek Financial Management held 36,628 shares of Vanguard Dividend Appreciation ETF worth $7.88M as of Q1 2026.
Clear Creek Financial Management bought 4,850 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $1.08M.
Vanguard Dividend Appreciation ETF made up 0.6% of Clear Creek Financial Management's portfolio in Q1 2026, its #37 holding.
Clear Creek Financial Management first reported a position in Vanguard Dividend Appreciation ETF in Q2 2020 and has held it in 23 quarters since.
Clear Creek Financial Management's Vanguard Dividend Appreciation ETF position peaked at $18.2M in Q3 2020.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Clear Creek Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.