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

Fourpath 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	$329K	Buy	1,529 +1	+0.1%	+$223	0.05%	176
2025 Q4	$336K	Buy	1,528 +3	+0.2%	+$655	0.05%	176
2025 Q3	$329K	Buy	1,525 +1	+0.1%	+$210	0.05%	176
2025 Q2	$312K	Hold	1,524	–	–	0.05%	183
2025 Q1	$296K	Buy	1,524 +2	+0.1%	+$398	0.05%	183
2024 Q4	$298K	Buy	1,522 +3	+0.2%	+$599	0.06%	178
2024 Q3	$301K	Buy	1,519 +2	+0.1%	+$381	0.06%	178
2024 Q2	$277K	Sell	1,517 -14	-0.9%	-$2.52K	0.21%	101
2024 Q1	$280K	Buy	1,531 +2	+0.1%	+$351	0.19%	100
2023 Q4	$261K	Sell	1,529 -180	-11%	-$29K	0.18%	102
2023 Q3	$266K	Buy	+1,709	New	+$277K	0.2%	96
2023 Q2	–	Sell	-1,806	Closed	-$278K	–	133
2023 Q1	$278K	Buy	1,806 +3	+0.2%	+$460	0.19%	101
2022 Q4	$274K	Buy	1,803 +2	+0.1%	+$298	0.2%	100
2022 Q3	$243K	Buy	1,801 +3	+0.2%	+$446	0.17%	102
2022 Q2	$258K	Buy	1,798 +2	+0.1%	+$304	0.16%	114
2022 Q1	$291K	Buy	1,796 +2	+0.1%	+$323	0.12%	126
2021 Q4	$308K	Buy	+1,794	New	+$296K	0.12%	118

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

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

Fourpath Capital Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.07% in Q1 2026, buying an estimated $223 and bringing the position to 1,529 shares worth $329K. The position accounts for 0.05% of the portfolio, ranked #176.

Fourpath Capital Management first reported a position in VIG in Q4 2021 and has held it in 17 quarters since. The position peaked at $336K in Q4 2025. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Fourpath Capital Management held 1,529 shares of Vanguard Dividend Appreciation ETF worth $329K as of Q1 2026.
Fourpath Capital Management bought 1 Vanguard Dividend Appreciation ETF share in Q1 2026, an estimated $223.
Vanguard Dividend Appreciation ETF made up 0.05% of Fourpath Capital Management's portfolio in Q1 2026, its #176 holding.
Fourpath Capital Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 17 quarters since.
Fourpath Capital Management's Vanguard Dividend Appreciation ETF position peaked at $336K in Q4 2025.
2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Fourpath Capital Management's 13F filing for Q1 2026, filed 1 May 2026.