Elevation Capital Advisory’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Elevation Capital Advisory’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	$4.84M	Buy	+20,472	New	+$4.7M	1.87%	24
2026 Q1	–	Sell	-18,253	Closed	-$4.01M	–	86
2025 Q4	$4.01M	Buy	+18,253	New	+$3.99M	1.64%	26
2025 Q2	–	Sell	-3,797	Closed	-$737K	–	81
2025 Q1	$737K	Buy	3,797 +1,918	+102%	+$381K	0.32%	40
2024 Q4	$368K	Buy	+1,879	New	+$375K	0.16%	42
2024 Q3	–	Sell	-1,894	Closed	-$346K	–	71
2024 Q2	$346K	Buy	+1,894	New	+$341K	0.16%	35

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

Elevation Capital Advisory's VIG Position: Q2 2026 in Review

Elevation Capital Advisory opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q2 2026: 20,472 shares worth $4.84M. The stake represents 1.87% of the portfolio and ranks #24 among its holdings. This is a return to the name: Elevation Capital Advisory previously reported a position in VIG as recently as Q4 2025.

Elevation Capital Advisory first reported a position in VIG in Q2 2024 and has held it in 5 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Elevation Capital Advisory held 20,472 shares of Vanguard Dividend Appreciation ETF worth $4.84M as of Q2 2026.
Vanguard Dividend Appreciation ETF was a new Elevation Capital Advisory position in Q2 2026.
Vanguard Dividend Appreciation ETF made up 1.87% of Elevation Capital Advisory's portfolio in Q2 2026, its #24 holding.
Elevation Capital Advisory first reported a position in Vanguard Dividend Appreciation ETF in Q2 2024 and has held it in 5 quarters since.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Elevation Capital Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.