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Coastline Complete Wealth’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Coastline Complete Wealth’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 		$21.7M Buy
100,968
+12,430
+14% +$2.77M 13.46% 1
2025
Q4 		$19.5M Buy
+88,538
New +$19.3M 12.25% 2

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Coastline Complete Wealth's VIG Position: Q1 2026 in Review

Coastline Complete Wealth increased its Vanguard Dividend Appreciation ETF (VIG) stake by 14% in Q1 2026, buying an estimated $2.77M and bringing the position to 100,968 shares worth $21.7M. The position accounts for 13.46% of the portfolio, ranked #1.

Coastline Complete Wealth first reported a position in VIG in Q4 2025 and has held it in 2 quarters since. 2,526 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • Coastline Complete Wealth held 100,968 shares of Vanguard Dividend Appreciation ETF worth $21.7M as of Q1 2026.
  • Coastline Complete Wealth bought 12,430 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $2.77M.
  • Vanguard Dividend Appreciation ETF made up 13.46% of Coastline Complete Wealth's portfolio in Q1 2026, its #1 holding.
  • Coastline Complete Wealth first reported a position in Vanguard Dividend Appreciation ETF in Q4 2025 and has held it in 2 quarters since.
  • 2,526 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Coastline Complete Wealth's 13F filing for Q1 2026, filed 22 May 2026.