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

Firestone Capital Management’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	$30.4M	Buy	141,238 +2,566	+2%	+$572K	6.32%	1
2025 Q4	$30.5M	Sell	138,672 -1,898	-1%	-$415K	6.47%	1
2025 Q3	$30.3M	Sell	140,570 -983	-0.7%	-$206K	6.56%	2
2025 Q2	$29M	Sell	141,553 -1,157	-0.8%	-$224K	6.82%	1
2025 Q1	$27.7M	Sell	142,710 -3,655	-2%	-$727K	7.26%	1
2024 Q4	$28.7M	Buy	146,365 +171	+0.1%	+$34.1K	7.12%	1
2024 Q3	$29M	Sell	146,194 -6,053	-4%	-$1.15M	7.26%	1
2024 Q2	$27.8M	Sell	152,247 -612	-0.4%	-$110K	7.59%	1
2024 Q1	$27.9M	Sell	152,859 -1,509	-1%	-$265K	7.77%	1
2023 Q4	$26.3M	Sell	154,368 -1,156	-0.7%	-$186K	8.1%	1
2023 Q3	$24.2M	Sell	155,524 -907	-0.6%	-$147K	8.26%	1
2023 Q2	$25.6M	Sell	156,431 -3,175	-2%	-$497K	8.32%	1
2023 Q1	$24.6M	Sell	159,606 -2,692	-2%	-$412K	8.84%	1
2022 Q4	$24.6M	Buy	162,298 +1,405	+0.9%	+$209K	9.16%	1
2022 Q3	$21.7M	Buy	160,893 +230	+0.1%	+$34.2K	8.84%	2
2022 Q2	$23.1M	Sell	160,663 -5,166	-3%	-$786K	8.96%	2
2022 Q1	$26.9M	Sell	165,829 -506	-0.3%	-$81.6K	8.81%	2
2021 Q4	$28.6M	Buy	166,335 +2,652	+2%	+$437K	9.01%	2
2021 Q3	$25.3M	Buy	+163,683	New	+$26.1M	8.39%	2
2021 Q2	–	Sell	-163,788	Closed	-$24.1M	–	495
2021 Q1	$24.1M	Sell	163,788 -1,231	-0.7%	-$175K	8.56%	2
2020 Q4	$23.3M	Buy	165,019 +600	+0.4%	+$81.3K	8.85%	2
2020 Q3	$21.2M	Sell	164,419 -8,422	-5%	-$1.06M	9.47%	2
2020 Q2	$20.3M	Sell	172,841 -10,854	-6%	-$1.24M	9.39%	2
2020 Q1	$19M	Sell	183,695 -1,682	-0.9%	-$201K	9.87%	2
2019 Q4	$23.1M	Buy	+185,377	New	+$22.4M	9.86%	2

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Firestone Capital Management's VIG Position: Q1 2026 in Review

Firestone Capital Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 1.9% in Q1 2026, buying an estimated $572K and bringing the position to 141,238 shares worth $30.4M. The position accounts for 6.32% of the portfolio, ranked #1.

Firestone Capital Management first reported a position in VIG in Q4 2019 and has held it in 25 quarters since. The position peaked at $30.5M in Q4 2025. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Firestone Capital Management held 141,238 shares of Vanguard Dividend Appreciation ETF worth $30.4M as of Q1 2026.
Firestone Capital Management bought 2,566 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $572K.
Vanguard Dividend Appreciation ETF made up 6.32% of Firestone Capital Management's portfolio in Q1 2026, its #1 holding.
Firestone Capital Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and has held it in 25 quarters since.
Firestone Capital Management's Vanguard Dividend Appreciation ETF position peaked at $30.5M in Q4 2025.
2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Firestone Capital Management's 13F filing for Q1 2026, filed 8 May 2026.