G2 Capital Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

G2 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	$253K	Hold	1,176	–	–	0.06%	65
2025 Q4	$258K	Hold	1,176	–	–	0.06%	63
2025 Q3	$254K	Sell	1,176 -65	-5%	-$13.7K	0.06%	64
2025 Q2	$254K	Sell	1,241 -52	-4%	-$10.1K	0.07%	60
2025 Q1	$251K	Hold	1,293	–	–	0.08%	62
2024 Q4	$253K	Hold	1,293	–	–	0.07%	58
2024 Q3	$256K	Hold	1,293	–	–	0.08%	59
2024 Q2	$236K	Hold	1,293	–	–	0.07%	59
2024 Q1	$236K	Sell	1,293 -188	-13%	-$33K	0.08%	60
2023 Q4	$252K	Buy	+1,481	New	+$238K	0.09%	56

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

G2 Capital Management's VIG Position: Q1 2026 in Review

G2 Capital Management held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q1 2026 at 1,176 shares worth $253K. The position accounts for 0.06% of the portfolio, ranked #65.

G2 Capital Management first reported a position in VIG in Q4 2023 and has held it in 10 quarters since. The position peaked at $258K in Q4 2025. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

G2 Capital Management held 1,176 shares of Vanguard Dividend Appreciation ETF worth $253K as of Q1 2026.
G2 Capital Management left its Vanguard Dividend Appreciation ETF share count unchanged in Q1 2026.
Vanguard Dividend Appreciation ETF made up 0.06% of G2 Capital Management's portfolio in Q1 2026, its #65 holding.
G2 Capital Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 10 quarters since.
G2 Capital Management's Vanguard Dividend Appreciation ETF position peaked at $258K in Q4 2025.
2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on G2 Capital Management's 13F filing for Q1 2026, filed 12 May 2026.