Compton Wealth Advisory Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Compton Wealth Advisory 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 Q1	$26.7M	Buy	123,646 +320	+0.3%	+$71.3K	5.94%	3
2025 Q4	$27.1M	Sell	123,326 -783	-0.6%	-$171K	5.92%	3
2025 Q3	$26.8M	Buy	124,109 +17	+0%	+$3.57K	6.2%	3
2025 Q2	$25.4M	Buy	124,092 +1,191	+1%	+$231K	6.43%	3
2025 Q1	$23.8M	Sell	122,901 -1,058	-0.9%	-$210K	6.62%	3
2024 Q4	$24.3M	Sell	123,959 -6,246	-5%	-$1.25M	6.26%	3
2024 Q3	$25.8M	Sell	130,205 -3,867	-3%	-$736K	6.51%	3
2024 Q2	$24.5M	Buy	134,072 +7,944	+6%	+$1.43M	6.52%	3
2024 Q1	$23M	Buy	126,128 +9,024	+8%	+$1.59M	6.3%	3
2023 Q4	$20M	Buy	117,104 +4,223	+4%	+$680K	6.26%	4
2023 Q3	$17.5M	Buy	112,881 +7,894	+8%	+$1.28M	6.02%	4
2023 Q2	$17.1M	Buy	104,987 +21,440	+26%	+$3.36M	5.69%	2
2023 Q1	$12.9M	Buy	83,547 +2,480	+3%	+$380K	4.45%	5
2022 Q4	$12.3M	Buy	81,067 +784	+1%	+$117K	4.8%	3
2022 Q3	$10.9M	Buy	80,283 +1,400	+2%	+$208K	4.61%	3
2022 Q2	$11.3M	Buy	78,883 +5,383	+7%	+$819K	4.88%	4
2022 Q1	$11.9M	Buy	73,500 +1,187	+2%	+$192K	4.6%	4
2021 Q4	$12.4M	Buy	72,313 +1,022	+1%	+$168K	5.32%	4
2021 Q3	$10.9M	Sell	71,291 -2,589	-4%	-$413K	5.14%	5
2021 Q2	$11.4M	Buy	73,880 +1,154	+2%	+$177K	5.34%	4
2021 Q1	$10.7M	Sell	72,726 -10,344	-12%	-$1.47M	6.12%	3
2020 Q4	$11.7M	Buy	83,070 +8,537	+11%	+$1.16M	7.31%	2
2020 Q3	$9.59M	Buy	74,533 +24,607	+49%	+$3.1M	7.17%	2
2020 Q2	$5.85M	Sell	49,926 -4,234	-8%	-$482K	6.23%	1
2020 Q1	$5.6M	Buy	54,160 +2,018	+4%	+$241K	7.26%	1
2019 Q4	$6.5M	Buy	52,142 +41,041	+370%	+$4.97M	5.74%	3
2019 Q3	$1.33M	Buy	11,101 +43	+0.4%	+$5.07K	0.73%	26
2019 Q2	$1.27M	Buy	11,058 +122	+1%	+$13.7K	0.65%	27
2019 Q1	$1.2M	Buy	10,936 +265	+2%	+$27.9K	0.63%	29
2018 Q4	$1.04M	Buy	+10,671	New	+$1.11M	0.54%	30

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

Compton Wealth Advisory Group's VIG Position: Q1 2026 in Review

Compton Wealth Advisory Group increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.26% in Q1 2026, buying an estimated $71.3K and bringing the position to 123,646 shares worth $26.7M. The position accounts for 5.94% of the portfolio, ranked #3.

Compton Wealth Advisory Group first reported a position in VIG in Q4 2018 and has held it in 30 quarters since. The position peaked at $27.1M in Q4 2025. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Compton Wealth Advisory Group held 123,646 shares of Vanguard Dividend Appreciation ETF worth $26.7M as of Q1 2026.
Compton Wealth Advisory Group bought 320 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $71.3K.
Vanguard Dividend Appreciation ETF made up 5.94% of Compton Wealth Advisory Group's portfolio in Q1 2026, its #3 holding.
Compton Wealth Advisory Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2018 and has held it in 30 quarters since.
Compton Wealth Advisory Group's Vanguard Dividend Appreciation ETF position peaked at $27.1M in Q4 2025.
2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Compton Wealth Advisory Group's 13F filing for Q1 2026, filed 14 Apr 2026.