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CoreCap Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

CoreCap 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
Q3 		$987K Sell
4,229
-34
-0.8% -$8.17K 0.03% 386
2026
Q2 		$1.01M Buy
4,263
+174
+4% +$40K 0.03% 385
2026
Q1 		$879K Buy
4,089
+437
+12% +$97.4K 0.03% 388
2025
Q4 		$803K Sell
3,652
-644
-15% -$141K 0.03% 416
2025
Q3 		$927K Buy
4,296
+345
+9% +$72.4K 0.03% 387
2025
Q2 		$809K Buy
3,951
+550
+16% +$107K 0.03% 396
2025
Q1 		$660K Sell
3,401
-176
-5% -$35K 0.03% 425
2024
Q4 		$700K Buy
3,577
+643
+22% +$128K 0.03% 401
2024
Q3 		$581K Buy
+2,934
New +$559K 0.03% 434
2024
Q2 		– Sell
-3,634
Closed -$664K – 2552
2024
Q1 		$664K Sell
3,634
-2
-0.1% -$351 0.04% 354
2023
Q4 		$620K Sell
3,636
-17
-0.5% -$2.73K 0.04% 315
2023
Q3 		$568K Buy
3,653
+387
+12% +$62.7K 0.04% 303
2023
Q2 		$530K Buy
+3,266
New +$511K 0.04% 335
2022
Q4 		$897K Buy
5,905
+364
+7% +$54.3K 0.06% 255
2022
Q3 		$749K Sell
5,541
-87
-2% -$12.9K 0.06% 260
2022
Q2 		$808K Sell
5,628
-209
-4% -$31.8K 0.06% 246
2022
Q1 		$947K Sell
5,837
-239
-4% -$38.6K 0.07% 223
2021
Q4 		$1.04M Buy
+6,076
New +$1M 0.07% 221

Other funds holding VIG

PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
BWM
Buska Wealth Management Wausau, Wisconsin $291M AUM 12.95% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM
ACA
Adirondack Capital Advisors Syracuse, New York $194M AUM 14.02% 1-Year Est. Return

CoreCap Advisors's VIG Position: Q3 2026 in Review

CoreCap Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.8% in Q3 2026, selling an estimated $8.17K and leaving 4,229 shares worth $987K. The position accounts for 0.03% of the portfolio, ranked #386.

CoreCap Advisors first reported a position in VIG in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.04M in Q4 2021. 153 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • CoreCap Advisors held 4,229 shares of Vanguard Dividend Appreciation ETF worth $987K as of Q3 2026.
  • CoreCap Advisors sold 34 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $8.17K.
  • Vanguard Dividend Appreciation ETF made up 0.03% of CoreCap Advisors's portfolio in Q3 2026, its #386 holding.
  • CoreCap Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 18 quarters since.
  • CoreCap Advisors's Vanguard Dividend Appreciation ETF position peaked at $1.04M in Q4 2021.
  • 153 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.