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Courier Capital’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Courier Capital’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 		$878K Buy
3,709
+2
+0.1% +$459 0.04% 227
2026
Q1 		$797K Buy
3,707
+2
+0.1% +$446 0.04% 229
2025
Q4 		$814K Buy
3,705
+5
+0.1% +$1.09K 0.05% 228
2025
Q3 		$798K Buy
3,700
+50
+1% +$10.5K 0.05% 232
2025
Q2 		$747K Hold
3,650
– – 0.05% 235
2025
Q1 		$708K Buy
3,650
+1,865
+104% +$371K 0.05% 232
2024
Q4 		$350K Buy
1,785
+240
+16% +$47.9K 0.02% 295
2024
Q3 		$306K Hold
1,545
– – 0.02% 295
2024
Q2 		$282K Hold
1,545
– – 0.02% 288
2024
Q1 		$282K Hold
1,545
– – 0.02% 302
2023
Q4 		$263K Buy
1,545
+42
+3% +$6.76K 0.02% 311
2023
Q3 		$234K Hold
1,503
– – 0.02% 315
2023
Q2 		$244K Hold
1,503
– – 0.02% 327
2023
Q1 		$231K Hold
1,503
– – 0.03% 262
2022
Q4 		$228K Hold
1,503
– – 0.03% 265
2022
Q3 		$203K Hold
1,503
– – 0.03% 274
2022
Q2 		$216K Sell
1,503
-26
-2% -$3.96K 0.03% 262
2022
Q1 		$248K Sell
1,529
-166
-10% -$26.8K 0.02% 263
2021
Q4 		$291K Hold
1,695
– – 0.03% 251
2021
Q3 		$260K Sell
1,695
-208
-11% -$33.1K 0.02% 271
2021
Q2 		$295K Hold
1,903
– – 0.03% 255
2021
Q1 		$280K Sell
1,903
-200
-10% -$28.5K 0.03% 254
2020
Q4 		$297K Buy
2,103
+498
+31% +$67.5K 0.03% 233
2020
Q3 		$215K Buy
+1,605
New +$202K 0.03% 265

Other funds holding VIG

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Courier Capital's VIG Position: Q2 2026 in Review

Courier Capital increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.05% in Q2 2026, buying an estimated $459 and bringing the position to 3,709 shares worth $878K. The position accounts for 0.04% of the portfolio, ranked #227.

Courier Capital first reported a position in VIG in Q3 2020 and has held it in 24 quarters since. 1,398 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Courier Capital held 3,709 shares of Vanguard Dividend Appreciation ETF worth $878K as of Q2 2026.
  • Courier Capital bought 2 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $459.
  • Vanguard Dividend Appreciation ETF made up 0.04% of Courier Capital's portfolio in Q2 2026, its #227 holding.
  • Courier Capital first reported a position in Vanguard Dividend Appreciation ETF in Q3 2020 and has held it in 24 quarters since.
  • 1,398 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Courier Capital's 13F filing for Q2 2026, filed 16 Jul 2026.