Coastwise Capital Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Coastwise Capital Group’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	$356K	Buy	+1,504	New	+$345K	0.21%	94

Other funds holding VIG

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return

Coastwise Capital Group's VIG Position: Q2 2026 in Review

Coastwise Capital Group opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q2 2026: 1,504 shares worth $356K. The stake represents 0.21% of the portfolio and ranks #94 among its holdings.

687 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Coastwise Capital Group held 1,504 shares of Vanguard Dividend Appreciation ETF worth $356K as of Q2 2026.
Vanguard Dividend Appreciation ETF was a new Coastwise Capital Group position in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.21% of Coastwise Capital Group's portfolio in Q2 2026, its #94 holding.
687 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Coastwise Capital Group's 13F filing for Q2 2026, filed 16 Jul 2026.