Consolidated Capital Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Consolidated Capital Management’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	$1.03M	Sell	4,798 -34,986	-88%	-$7.8M	0.33%	36
2025 Q4	$8.74M	Sell	39,784 -71,258	-64%	-$15.6M	2.65%	12
2025 Q3	$24M	Buy	111,042 +1,008	+0.9%	+$212K	8.49%	1
2025 Q2	$22.5M	Buy	110,034 +6,386	+6%	+$1.24M	8.14%	2
2025 Q1	$20.1M	Buy	103,648 +1,922	+2%	+$382K	8.35%	2
2024 Q4	$19.9M	Buy	101,726 +887	+0.9%	+$177K	8.69%	2
2024 Q3	$20M	Buy	100,839 +14,559	+17%	+$2.77M	8.72%	2
2024 Q2	$15.8M	Buy	86,280 +3,794	+5%	+$683K	7.53%	4
2024 Q1	$15.1M	Sell	82,486 -1,080	-1%	-$190K	7.22%	4
2023 Q4	$14.2M	Buy	+83,566	New	+$13.4M	7.59%	2

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

Consolidated Capital Management's VIG Position: Q1 2026 in Review

Consolidated Capital Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 88% in Q1 2026, selling an estimated $7.8M and leaving 4,798 shares worth $1.03M. The position accounts for 0.33% of the portfolio, ranked #36.

Consolidated Capital Management first reported a position in VIG in Q4 2023 and has held it in 10 quarters since. The position peaked at $24M in Q3 2025. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Consolidated Capital Management held 4,798 shares of Vanguard Dividend Appreciation ETF worth $1.03M as of Q1 2026.
Consolidated Capital Management sold 34,986 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $7.8M.
Vanguard Dividend Appreciation ETF made up 0.33% of Consolidated Capital Management's portfolio in Q1 2026, its #36 holding.
Consolidated Capital Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 10 quarters since.
Consolidated Capital Management's Vanguard Dividend Appreciation ETF position peaked at $24M in Q3 2025.
2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Consolidated Capital Management's 13F filing for Q1 2026, filed 15 Apr 2026.