Gould Capital’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Gould Capital’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	$1.07K	Hold	5	–	–	﹤0.01%	186
2025 Q4	$1.1K	Hold	5	–	–	﹤0.01%	188
2025 Q3	$1.08K	Hold	5	–	–	﹤0.01%	197
2025 Q2	$1.02K	Hold	5	–	–	﹤0.01%	196
2025 Q1	$970	Hold	5	–	–	﹤0.01%	194
2024 Q4	$979	Hold	5	–	–	﹤0.01%	196
2024 Q3	$990	Hold	5	–	–	﹤0.01%	198
2024 Q2	$913	Buy	+5	New	+$900	﹤0.01%	199

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

Gould Capital's VIG Position: Q1 2026 in Review

Gould Capital held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q1 2026 at 5 shares worth $1.07K. The position accounts for ﹤0.01% of the portfolio, ranked #186.

Gould Capital first reported a position in VIG in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.1K in Q4 2025. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Gould Capital held 5 shares of Vanguard Dividend Appreciation ETF worth $1.07K as of Q1 2026.
Gould Capital left its Vanguard Dividend Appreciation ETF share count unchanged in Q1 2026.
Vanguard Dividend Appreciation ETF made up ﹤0.01% of Gould Capital's portfolio in Q1 2026, its #186 holding.
Gould Capital first reported a position in Vanguard Dividend Appreciation ETF in Q2 2024 and has held it in 8 quarters since.
Gould Capital's Vanguard Dividend Appreciation ETF position peaked at $1.1K in Q4 2025.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Gould Capital's 13F filing for Q1 2026, filed 18 May 2026.