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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
Q2 		$4.26M Buy
17,997
+69
+0.4% +$15.8K 2.12% 12
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 $1.55T 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

CoreFirst Bank & Trust's VIG Position: Q2 2026 in Review

CoreFirst Bank & Trust increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.38% in Q2 2026, buying an estimated $15.8K and bringing the position to 17,997 shares worth $4.26M. The position accounts for 2.12% of the portfolio, ranked #12.

CoreFirst Bank & Trust first reported a position in VIG in Q2 2021 and has held it in 21 quarters since. 2,598 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • CoreFirst Bank & Trust held 17,997 shares of Vanguard Dividend Appreciation ETF worth $4.26M as of Q2 2026.
  • CoreFirst Bank & Trust bought 69 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $15.8K.
  • Vanguard Dividend Appreciation ETF made up 2.12% of CoreFirst Bank & Trust's portfolio in Q2 2026, its #12 holding.
  • CoreFirst Bank & Trust first reported a position in Vanguard Dividend Appreciation ETF in Q2 2021 and has held it in 21 quarters since.
  • 2,598 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on CoreFirst Bank & Trust's 13F filing for Q2 2026, filed 5 Aug 2026.