Clearwater Capital Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Clearwater Capital 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	$220K	Buy	1,021 +50	+5%	+$11.1K	0.02%	164
2025 Q4	$213K	Hold	971	–	–	0.02%	157
2025 Q3	$210K	Sell	971 -74	-7%	-$15.5K	0.02%	162
2025 Q2	$214K	Sell	1,045 -15	-1%	-$2.91K	0.02%	155
2025 Q1	$206K	Hold	1,060	–	–	0.02%	164
2024 Q4	$207K	Sell	1,060 -326	-24%	-$65.1K	0.02%	166
2024 Q3	$274K	Sell	1,386 -104	-7%	-$19.8K	0.03%	147
2024 Q2	$272K	Buy	+1,490	New	+$268K	0.03%	135
2018 Q3	–	Sell	-4,234	Closed	-$430K	–	196
2018 Q2	$430K	Hold	4,234	–	–	0.09%	132
2018 Q1	$428K	Sell	4,234 -32	-0.8%	-$3.32K	0.09%	133
2017 Q4	$435K	Sell	4,266 -147	-3%	-$14.5K	0.1%	129
2017 Q3	$420K	Sell	4,413 -152	-3%	-$14.2K	0.1%	128
2017 Q2	$423K	Buy	4,565 +10	+0.2%	+$917	0.11%	119
2017 Q1	$407K	Sell	4,555 -620	-12%	-$54.9K	0.11%	121
2016 Q4	$442K	Sell	5,175 -100	-2%	-$8.41K	0.15%	104
2016 Q3	$438K	Sell	5,275 -631	-11%	-$53.5K	0.15%	100
2016 Q2	$492K	Buy	+5,906	New	+$482K	0.18%	93

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

Clearwater Capital Advisors's VIG Position: Q1 2026 in Review

Clearwater Capital Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 5.1% in Q1 2026, buying an estimated $11.1K and bringing the position to 1,021 shares worth $220K. The position accounts for 0.02% of the portfolio, ranked #164.

Clearwater Capital Advisors first reported a position in VIG in Q2 2016 and has held it in 17 quarters since. The position peaked at $492K in Q2 2016. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Clearwater Capital Advisors held 1,021 shares of Vanguard Dividend Appreciation ETF worth $220K as of Q1 2026.
Clearwater Capital Advisors bought 50 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $11.1K.
Vanguard Dividend Appreciation ETF made up 0.02% of Clearwater Capital Advisors's portfolio in Q1 2026, its #164 holding.
Clearwater Capital Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q2 2016 and has held it in 17 quarters since.
Clearwater Capital Advisors's Vanguard Dividend Appreciation ETF position peaked at $492K in Q2 2016.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Clearwater Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.