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 Q2	$230K	Sell	971 -50	-5%	-$11.5K	0.02%	171
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Clearwater Capital Advisors's VIG Position: Q2 2026 in Review

Clearwater Capital Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 4.9% in Q2 2026, selling an estimated $11.5K and leaving 971 shares worth $230K. The position accounts for 0.02% of the portfolio, ranked #171.

Clearwater Capital Advisors first reported a position in VIG in Q2 2016 and has held it in 18 quarters since. The position peaked at $492K in Q2 2016. 2,592 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Clearwater Capital Advisors held 971 shares of Vanguard Dividend Appreciation ETF worth $230K as of Q2 2026.
Clearwater Capital Advisors sold 50 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $11.5K.
Vanguard Dividend Appreciation ETF made up 0.02% of Clearwater Capital Advisors's portfolio in Q2 2026, its #171 holding.
Clearwater Capital Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q2 2016 and has held it in 18 quarters since.
Clearwater Capital Advisors's Vanguard Dividend Appreciation ETF position peaked at $492K in Q2 2016.
2,592 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Clearwater Capital Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.