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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CoreCap Advisors's VIG Position: Q2 2026 in Review

CoreCap Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 4.3% in Q2 2026, buying an estimated $40K and bringing the position to 4,263 shares worth $1.01M. The position accounts for 0.03% of the portfolio, ranked #385.

CoreCap Advisors first reported a position in VIG in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.04M in Q4 2021. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

CoreCap Advisors held 4,263 shares of Vanguard Dividend Appreciation ETF worth $1.01M as of Q2 2026.
CoreCap Advisors bought 174 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $40K.
Vanguard Dividend Appreciation ETF made up 0.03% of CoreCap Advisors's portfolio in Q2 2026, its #385 holding.
CoreCap Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 17 quarters since.
CoreCap Advisors's Vanguard Dividend Appreciation ETF position peaked at $1.04M in Q4 2021.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.