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Creative Capital Management Investments’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Creative Capital Management Investments’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 		$66K Hold
307
– – 0.02% 105
2025
Q4 		$67.5K Sell
307
-40
-12% -$8.74K 0.02% 99
2025
Q3 		$74.9K Buy
347
+19
+6% +$3.99K 0.02% 99
2025
Q2 		$67.1K Buy
328
+97
+42% +$18.8K 0.02% 101
2025
Q1 		$44.8K Hold
231
– – 0.02% 112
2024
Q4 		$45.2K Buy
+231
New +$46.1K 0.02% 107

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

Creative Capital Management Investments's VIG Position: Q1 2026 in Review

Creative Capital Management Investments held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q1 2026 at 307 shares worth $66K. The position accounts for 0.02% of the portfolio, ranked #105.

Creative Capital Management Investments first reported a position in VIG in Q4 2024 and has held it in 6 quarters since. The position peaked at $74.9K in Q3 2025. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • Creative Capital Management Investments held 307 shares of Vanguard Dividend Appreciation ETF worth $66K as of Q1 2026.
  • Creative Capital Management Investments left its Vanguard Dividend Appreciation ETF share count unchanged in Q1 2026.
  • Vanguard Dividend Appreciation ETF made up 0.02% of Creative Capital Management Investments's portfolio in Q1 2026, its #105 holding.
  • Creative Capital Management Investments first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 6 quarters since.
  • Creative Capital Management Investments's Vanguard Dividend Appreciation ETF position peaked at $74.9K in Q3 2025.
  • 2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Creative Capital Management Investments's 13F filing for Q1 2026, filed 21 Apr 2026.