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Corda Investment Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Corda Investment 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
Q2 		$5.63M Sell
23,798
-122
-0.5% -$28K 0.35% 44
2026
Q1 		$5.14M Buy
23,920
+2,141
+10% +$477K 0.36% 43
2025
Q4 		$4.79M Buy
21,779
+1,712
+9% +$374K 0.35% 43
2025
Q3 		$4.33M Sell
20,067
-259
-1% -$54.4K 0.3% 45
2025
Q2 		$4.16M Sell
20,326
-359
-2% -$69.6K 0.31% 44
2025
Q1 		$4.01M Buy
20,685
+1,221
+6% +$243K 0.32% 41
2024
Q4 		$3.81M Sell
19,464
-76
-0.4% -$15.2K 0.3% 43
2024
Q3 		$3.87M Buy
19,540
+193
+1% +$36.7K 0.3% 43
2024
Q2 		$3.53M Buy
19,347
+181
+0.9% +$32.6K 0.29% 46
2024
Q1 		$3.5M Buy
19,166
+341
+2% +$59.9K 0.28% 46
2023
Q4 		$3.21M Sell
18,825
-291
-2% -$46.8K 0.27% 46
2023
Q3 		$2.97M Sell
19,116
-529
-3% -$85.8K 0.27% 46
2023
Q2 		$3.19M Sell
19,645
-1,319
-6% -$207K 0.25% 52
2023
Q1 		$3.23M Sell
20,964
-267
-1% -$40.9K 0.26% 52
2022
Q4 		$3.22M Sell
21,231
-860
-4% -$128K 0.26% 52
2022
Q3 		$2.98M Sell
22,091
-675
-3% -$100K 0.27% 53
2022
Q2 		$3.27M Sell
22,766
-2,188
-9% -$333K 0.28% 52
2022
Q1 		$4.05M Buy
24,954
+1,121
+5% +$181K 0.31% 54
2021
Q4 		$4.09M Buy
23,833
+921
+4% +$152K 0.32% 53
2021
Q3 		$3.52M Buy
22,912
+559
+3% +$89.1K 0.31% 51
2021
Q2 		$3.46M Sell
22,353
-219
-1% -$33.6K 0.3% 50
2021
Q1 		$3.32M Buy
22,572
+255
+1% +$36.3K 0.3% 48
2020
Q4 		$3.15M Buy
22,317
+1,373
+7% +$186K 0.32% 44
2020
Q3 		$2.69M Buy
20,944
+1,998
+11% +$251K 0.29% 47
2020
Q2 		$2.22M Buy
18,946
+2,288
+14% +$260K 0.26% 47
2020
Q1 		$1.72M Buy
+16,658
New +$1.99M 0.22% 49

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Corda Investment Management's VIG Position: Q2 2026 in Review

Corda Investment Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.51% in Q2 2026, selling an estimated $28K and leaving 23,798 shares worth $5.63M. The position accounts for 0.35% of the portfolio, ranked #44.

Corda Investment Management first reported a position in VIG in Q1 2020 and has held it in 26 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Corda Investment Management held 23,798 shares of Vanguard Dividend Appreciation ETF worth $5.63M as of Q2 2026.
  • Corda Investment Management sold 122 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $28K.
  • Vanguard Dividend Appreciation ETF made up 0.35% of Corda Investment Management's portfolio in Q2 2026, its #44 holding.
  • Corda Investment Management first reported a position in Vanguard Dividend Appreciation ETF in Q1 2020 and has held it in 26 quarters since.
  • 2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Corda Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.