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CoreFirst Bank & Trust’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

CoreFirst Bank & Trust’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 		$3.86M Sell
17,928
-161
-0.9% -$35.9K 2.04% 12
2025
Q4 		$3.98M Buy
18,089
+2
+0% +$437 2.15% 10
2025
Q3 		$3.9M Sell
18,087
-643
-3% -$135K 2.11% 11
2025
Q2 		$3.83M Sell
18,730
-106
-0.6% -$20.5K 2.16% 10
2025
Q1 		$3.65M Buy
18,836
+33
+0.2% +$6.56K 2.35% 9
2024
Q4 		$3.68M Sell
18,803
-288
-2% -$57.5K 2.19% 9
2024
Q3 		$3.78M Sell
19,091
-519
-3% -$98.8K 2.18% 10
2024
Q2 		$3.58M Sell
19,610
-225
-1% -$40.5K 2.41% 10
2024
Q1 		$3.62M Sell
19,835
-149
-0.7% -$26.2K 2.26% 8
2023
Q4 		$3.41M Buy
19,984
+2,103
+12% +$338K 2.26% 8
2023
Q3 		$2.78M Buy
17,881
+864
+5% +$140K 1.97% 10
2023
Q2 		$2.76M Buy
17,017
+2,045
+14% +$320K 1.95% 8
2023
Q1 		$2.31M Buy
14,972
+9,805
+190% +$1.5M 1.68% 11
2022
Q4 		$785K Buy
5,167
+3,196
+162% +$476K 0.6% 42
2022
Q3 		$266K Buy
1,971
+1,731
+721% +$258K 0.23% 95
2022
Q2 		$34K Hold
240
– – 0.03% 246
2022
Q1 		$39K Hold
240
– – 0.03% 268
2021
Q4 		$41K Hold
240
– – 0.03% 277
2021
Q3 		$37K Hold
240
– – 0.03% 289
2021
Q2 		$37K Buy
+240
New +$36.8K 0.03% 293

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CoreFirst Bank & Trust's VIG Position: Q1 2026 in Review

CoreFirst Bank & Trust reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.89% in Q1 2026, selling an estimated $35.9K and leaving 17,928 shares worth $3.86M. The position accounts for 2.04% of the portfolio, ranked #12.

CoreFirst Bank & Trust first reported a position in VIG in Q2 2021 and has held it in 20 quarters since. The position peaked at $3.98M in Q4 2025. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • CoreFirst Bank & Trust held 17,928 shares of Vanguard Dividend Appreciation ETF worth $3.86M as of Q1 2026.
  • CoreFirst Bank & Trust sold 161 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $35.9K.
  • Vanguard Dividend Appreciation ETF made up 2.04% of CoreFirst Bank & Trust's portfolio in Q1 2026, its #12 holding.
  • CoreFirst Bank & Trust first reported a position in Vanguard Dividend Appreciation ETF in Q2 2021 and has held it in 20 quarters since.
  • CoreFirst Bank & Trust's Vanguard Dividend Appreciation ETF position peaked at $3.98M in Q4 2025.
  • 2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on CoreFirst Bank & Trust's 13F filing for Q1 2026, filed 3 Jun 2026.