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

Hamilton 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 Q2	$755K	Buy	3,191 +1,364	+75%	+$313K	0.04%	58
2026 Q1	$393K	Buy	1,827 +17	+0.9%	+$3.79K	0.02%	90
2025 Q4	$398K	Buy	+1,810	New	+$395K	0.02%	87
2025 Q2	$320K	Buy	1,564 +20	+1%	+$3.88K	0.02%	95
2025 Q1	$300K	Buy	1,544 +22	+1%	+$4.38K	0.02%	99
2024 Q4	$298K	Sell	1,522 -14	-0.9%	-$2.79K	0.02%	87
2024 Q3	$298K	Sell	1,536 -11	-0.7%	-$2.09K	0.02%	88
2024 Q2	$282K	Buy	1,547 +220	+17%	+$39.6K	0.02%	84
2024 Q1	$242K	Buy	1,327 +43	+3%	+$7.55K	0.02%	116
2023 Q4	$219K	Sell	1,284 -76	-6%	-$12.2K	0.02%	122
2023 Q3	$211K	Buy	1,360 +25	+2%	+$4.05K	0.02%	110
2023 Q2	$217K	Buy	+1,335	New	+$209K	0.02%	113
2021 Q1	–	Sell	-4,035	Closed	-$570K	–	55
2020 Q4	$570K	Buy	4,035 +30	+0.7%	+$4.07K	0.1%	20
2020 Q3	$515K	Buy	4,005 +432	+12%	+$54.4K	0.2%	17
2020 Q2	$419K	Sell	3,573 -247	-6%	-$28.1K	0.16%	21
2020 Q1	$395K	Sell	3,820 -1,516	-28%	-$181K	0.14%	22
2019 Q4	$665K	Buy	5,336 +347	+7%	+$42K	0.29%	17
2019 Q3	$597K	Sell	4,989 -201	-4%	-$23.7K	0.29%	12
2019 Q2	$598K	Buy	5,190 +42	+0.8%	+$4.71K	0.21%	24
2019 Q1	$564K	Hold	5,148	–	–	0.25%	16
2018 Q4	$550K	Buy	5,148 +15	+0.3%	+$1.56K	0.25%	15
2018 Q3	$568K	Buy	5,133 +165	+3%	+$17.7K	0.21%	16
2018 Q2	$505K	Buy	4,968 +19	+0.4%	+$1.94K	0.19%	14
2018 Q1	$500K	Hold	4,949	–	–	0.18%	14
2017 Q4	$505K	Buy	+4,949	New	+$487K	0.19%	14

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Hamilton Capital's VIG Position: Q2 2026 in Review

Hamilton Capital increased its Vanguard Dividend Appreciation ETF (VIG) stake by 75% in Q2 2026, buying an estimated $313K and bringing the position to 3,191 shares worth $755K. The position accounts for 0.04% of the portfolio, ranked #58.

Hamilton Capital first reported a position in VIG in Q4 2017 and has held it in 25 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Hamilton Capital held 3,191 shares of Vanguard Dividend Appreciation ETF worth $755K as of Q2 2026.
Hamilton Capital bought 1,364 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $313K.
Vanguard Dividend Appreciation ETF made up 0.04% of Hamilton Capital's portfolio in Q2 2026, its #58 holding.
Hamilton Capital first reported a position in Vanguard Dividend Appreciation ETF in Q4 2017 and has held it in 25 quarters since.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Hamilton Capital's 13F filing for Q2 2026, filed 17 Aug 2026.