Gill Capital Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Gill Capital Partners’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	$150K	Buy	+698	New	+$156K	0.04%	159
2024 Q1	–	Sell	-1,606	Closed	-$274K	–	132
2023 Q4	$274K	Buy	1,606 +15	+0.9%	+$2.41K	0.12%	89
2023 Q3	$247K	Hold	1,591	–	–	0.11%	97
2023 Q2	$258K	Buy	1,591 +34	+2%	+$5.32K	0.11%	102
2023 Q1	$240K	Hold	1,557	–	–	0.11%	104
2022 Q4	$236K	Hold	1,557	–	–	0.11%	98
2022 Q3	$210K	Sell	1,557 -510	-25%	-$75.9K	0.11%	97
2022 Q2	$335K	Hold	2,067	–	–	0.15%	79
2022 Q1	$335K	Hold	2,067	–	–	0.15%	79
2021 Q4	$355K	Hold	2,067	–	–	0.16%	80
2021 Q3	$317K	Hold	2,067	–	–	0.14%	86
2021 Q2	$320K	Hold	2,067	–	–	0.15%	85
2021 Q1	$304K	Sell	2,067 -162	-7%	-$23K	0.16%	80
2020 Q4	$314K	Sell	2,229 -1	-0%	-$136	0.19%	72
2020 Q3	$287K	Buy	2,230 +1	+0%	+$126	0.19%	68
2020 Q2	$261K	Sell	2,229 -136	-6%	-$15.5K	0.18%	69
2020 Q1	$244K	Buy	+2,365	New	+$282K	0.18%	65
2018 Q4	$277K	Buy	+2,211	New	+$231K	0.19%	66

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

Gill Capital Partners's VIG Position: Q1 2026 in Review

Gill Capital Partners opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q1 2026: 698 shares worth $150K. The stake represents 0.04% of the portfolio and ranks #159 among its holdings. This is a return to the name: Gill Capital Partners previously reported a position in VIG as recently as Q4 2023.

Gill Capital Partners first reported a position in VIG in Q4 2018 and has held it in 18 quarters since. The position peaked at $355K in Q4 2021. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Gill Capital Partners held 698 shares of Vanguard Dividend Appreciation ETF worth $150K as of Q1 2026.
Vanguard Dividend Appreciation ETF was a new Gill Capital Partners position in Q1 2026.
Vanguard Dividend Appreciation ETF made up 0.04% of Gill Capital Partners's portfolio in Q1 2026, its #159 holding.
Gill Capital Partners first reported a position in Vanguard Dividend Appreciation ETF in Q4 2018 and has held it in 18 quarters since.
Gill Capital Partners's Vanguard Dividend Appreciation ETF position peaked at $355K in Q4 2021.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Gill Capital Partners's 13F filing for Q1 2026, filed 13 Apr 2026.