Cora Capital Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Cora Capital Advisors’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	$6.21M	Buy	28,880 +4,707	+19%	+$1.05M	2.06%	11
2025 Q4	$5.31M	Buy	24,173 +627	+3%	+$137K	2.07%	10
2025 Q3	$5.08M	Buy	23,546 +274	+1%	+$57.5K	2.16%	10
2025 Q2	$4.76M	Buy	23,272 +292	+1%	+$56.6K	2.12%	10
2025 Q1	$4.46M	Buy	22,980 +912	+4%	+$181K	2.14%	9
2024 Q4	$4.32M	Sell	22,068 -513	-2%	-$102K	2.08%	9
2024 Q3	$4.47M	Buy	22,581 +162	+0.7%	+$30.8K	2.2%	9
2024 Q2	$4.09M	Sell	22,419 -872	-4%	-$157K	2.11%	10
2024 Q1	$4.25M	Buy	23,291 +603	+3%	+$106K	2.27%	10
2023 Q4	$3.87M	Sell	22,688 -4,698	-17%	-$756K	2.28%	11
2023 Q3	$4.26M	Buy	27,386 +1,075	+4%	+$174K	2.86%	9
2023 Q2	$4.27M	Buy	26,311 +1,574	+6%	+$246K	2.84%	10
2023 Q1	$3.81M	Buy	24,737 +16,649	+206%	+$2.55M	2.84%	10
2022 Q4	$1.23M	Buy	+8,088	New	+$1.21M	0.85%	24

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

Cora Capital Advisors's VIG Position: Q1 2026 in Review

Cora Capital Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 19% in Q1 2026, buying an estimated $1.05M and bringing the position to 28,880 shares worth $6.21M. The position accounts for 2.06% of the portfolio, ranked #11.

Cora Capital Advisors first reported a position in VIG in Q4 2022 and has held it in 14 quarters since. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Cora Capital Advisors held 28,880 shares of Vanguard Dividend Appreciation ETF worth $6.21M as of Q1 2026.
Cora Capital Advisors bought 4,707 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $1.05M.
Vanguard Dividend Appreciation ETF made up 2.06% of Cora Capital Advisors's portfolio in Q1 2026, its #11 holding.
Cora Capital Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 14 quarters since.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Cora Capital Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.