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

First City 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 Q2	$268K	Buy	1,133 +12	+1%	+$2.75K	0.13%	144
2026 Q1	$241K	Hold	1,121	–	–	0.13%	144
2025 Q4	$246K	Sell	1,121 -4	-0.4%	-$874	0.13%	142
2025 Q3	$243K	Hold	1,125	–	–	0.13%	140
2025 Q2	$230K	Sell	1,125 -15	-1%	-$2.91K	0.13%	139
2025 Q1	$221K	Sell	1,140 -55	-5%	-$10.9K	0.13%	138
2024 Q4	$234K	Hold	1,195	–	–	0.12%	141
2024 Q3	$237K	Buy	+1,195	New	+$228K	0.12%	147
2024 Q1	–	Sell	-1,518	Closed	-$259K	–	175
2023 Q4	$259K	Sell	1,518 -57	-4%	-$9.17K	0.15%	146
2023 Q3	$245K	Hold	1,575	–	–	0.15%	145
2023 Q2	$256K	Hold	1,575	–	–	0.15%	151
2023 Q1	$248K	Buy	1,575 +16	+1%	+$2.45K	0.15%	147
2022 Q4	$237K	Sell	1,559 -103	-6%	-$15.4K	0.14%	145
2022 Q3	$225K	Hold	1,662	–	–	0.15%	142
2022 Q2	$238K	Sell	1,662 -30	-2%	-$4.57K	0.15%	143
2022 Q1	$274K	Hold	1,692	–	–	0.15%	144
2021 Q4	$275K	Sell	1,692 -5	-0.3%	-$824	0.15%	140
2021 Q3	$261K	Sell	1,697 -30	-2%	-$4.78K	0.15%	144
2021 Q2	$279K	Buy	1,727 +1	+0.1%	+$153	0.15%	141
2021 Q1	$261K	Buy	1,726 +24	+1%	+$3.41K	0.15%	137
2020 Q4	$244K	Sell	1,702 -1,639	-49%	-$222K	0.16%	136
2020 Q3	$446K	Buy	3,341 +1,631	+95%	+$205K	0.17%	126
2020 Q2	$200K	Buy	+1,710	New	+$195K	0.15%	139
2016 Q1	–	Sell	-1,435	Closed	-$112K	–	693
2015 Q4	$112K	Sell	1,435 -242	-14%	-$18.9K	0.07%	191
2015 Q3	$124K	Hold	1,677	–	–	0.09%	179
2015 Q2	$132K	Hold	1,677	–	–	0.09%	176
2015 Q1	$135K	Hold	1,677	–	–	0.09%	175
2014 Q4	$136K	Buy	1,677 +450	+37%	+$35.6K	0.09%	172
2014 Q3	$94.4K	Buy	+1,227	New	+$95.1K	0.07%	219
2014 Q2	–	Sell	-2,277	Closed	-$171K	–	655
2014 Q1	$171K	Buy	+2,277	New	+$168K	0.12%	149

Other funds holding VIG

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

BMM

Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

First City Capital Management's VIG Position: Q2 2026 in Review

First City Capital Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 1.1% in Q2 2026, buying an estimated $2.75K and bringing the position to 1,133 shares worth $268K. The position accounts for 0.13% of the portfolio, ranked #144.

First City Capital Management first reported a position in VIG in Q1 2014 and has held it in 30 quarters since. The position peaked at $446K in Q3 2020. 984 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

First City Capital Management held 1,133 shares of Vanguard Dividend Appreciation ETF worth $268K as of Q2 2026.
First City Capital Management bought 12 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $2.75K.
Vanguard Dividend Appreciation ETF made up 0.13% of First City Capital Management's portfolio in Q2 2026, its #144 holding.
First City Capital Management first reported a position in Vanguard Dividend Appreciation ETF in Q1 2014 and has held it in 30 quarters since.
First City Capital Management's Vanguard Dividend Appreciation ETF position peaked at $446K in Q3 2020.
984 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on First City Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.