Coastwise Capital Group
VIG icon

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
Q3 		$403K Buy
1,725
+221
+15% +$53.1K 0.24% 90
2026
Q2 		$356K Buy
+1,504
New +$345K 0.21% 94

Other funds holding VIG

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Coastwise Capital Group's VIG Position: Q3 2026 in Review

Coastwise Capital Group increased its Vanguard Dividend Appreciation ETF (VIG) stake by 15% in Q3 2026, buying an estimated $53.1K and bringing the position to 1,725 shares worth $403K. The position accounts for 0.24% of the portfolio, ranked #90.

Coastwise Capital Group first reported a position in VIG in Q2 2026 and has held it in 2 quarters since. 2,141 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • Coastwise Capital Group held 1,725 shares of Vanguard Dividend Appreciation ETF worth $403K as of Q3 2026.
  • Coastwise Capital Group bought 221 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $53.1K.
  • Vanguard Dividend Appreciation ETF made up 0.24% of Coastwise Capital Group's portfolio in Q3 2026, its #90 holding.
  • Coastwise Capital Group first reported a position in Vanguard Dividend Appreciation ETF in Q2 2026 and has held it in 2 quarters since.
  • 2,141 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Coastwise Capital Group's 13F filing for Q3 2026, filed 12 Nov 2026.