Clear Point Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Clear Point 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	–	Sell	-5,965	Closed	-$1.31M	–	140
2025 Q4	$1.31M	Sell	5,965 -86	-1%	-$18.8K	1.02%	23
2025 Q3	$1.31M	Buy	6,051 +21	+0.3%	+$4.41K	1.01%	25
2025 Q2	$1.23M	Buy	6,030 +79	+1%	+$15.3K	1.04%	23
2025 Q1	$1.15M	Sell	5,951 -121	-2%	-$24.1K	1.04%	24
2024 Q4	$1.19M	Buy	6,072 +44	+0.7%	+$8.79K	1.02%	23
2024 Q3	$1.19M	Buy	6,028 +135	+2%	+$25.7K	0.92%	24
2024 Q2	$1.08M	Sell	5,893 -50	-0.8%	-$9K	0.88%	27
2024 Q1	$1.09M	Buy	5,943 +21	+0.4%	+$3.69K	0.89%	29
2023 Q4	$1.01M	Buy	+5,922	New	+$953K	0.89%	28

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 Point Advisors's VIG Position: Q1 2026 in Review

Clear Point Advisors sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2026, closing a stake of 5,965 shares — an estimated $1.31M sold.

Clear Point Advisors first reported a position in VIG in Q4 2023 and held it in 9 quarters. The position peaked at $1.31M in Q4 2025. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Clear Point Advisors reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2026 after selling out during the quarter.
Clear Point Advisors sold 5,965 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $1.31M.
Clear Point Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and held it in 9 quarters.
Clear Point Advisors's Vanguard Dividend Appreciation ETF position peaked at $1.31M in Q4 2025.
2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Clear Point Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.