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Gilbert Capital Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Gilbert Capital Group’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 		$203K Sell
860
-74
-8% -$17K 0.14% 56
2026
Q1 		$201K Hold
934
– – 0.16% 50
2025
Q4 		$205K Buy
+934
New +$204K 0.15% 51

Other funds holding VIG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AL
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
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
ACM
Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return

Gilbert Capital Group's VIG Position: Q2 2026 in Review

Gilbert Capital Group reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 7.9% in Q2 2026, selling an estimated $17K and leaving 860 shares worth $203K. The position accounts for 0.14% of the portfolio, ranked #56.

Gilbert Capital Group first reported a position in VIG in Q4 2025 and has held it in 3 quarters since. The position peaked at $205K in Q4 2025. 603 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Gilbert Capital Group held 860 shares of Vanguard Dividend Appreciation ETF worth $203K as of Q2 2026.
  • Gilbert Capital Group sold 74 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $17K.
  • Vanguard Dividend Appreciation ETF made up 0.14% of Gilbert Capital Group's portfolio in Q2 2026, its #56 holding.
  • Gilbert Capital Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2025 and has held it in 3 quarters since.
  • Gilbert Capital Group's Vanguard Dividend Appreciation ETF position peaked at $205K in Q4 2025.
  • 603 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Gilbert Capital Group's 13F filing for Q2 2026, filed 13 Jul 2026.