IC
VIG icon

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

IEQ 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 		$80.5M Buy
374,469
+9,614
+3% +$2.14M 0.37% 42
2025
Q4 		$80.2M Buy
364,855
+26,463
+8% +$5.78M 0.24% 42
2025
Q3 		$73M Sell
338,392
-4,254
-1% -$893K 0.22% 41
2025
Q2 		$70.1M Sell
342,646
-4,041
-1% -$783K 0.43% 34
2025
Q1 		$67.3M Buy
346,687
+41,001
+13% +$8.15M 0.53% 30
2024
Q4 		$59.9M Buy
305,686
+2,442
+0.8% +$488K 0.58% 29
2024
Q3 		$60.1M Buy
303,244
+1,903
+0.6% +$362K 0.74% 22
2024
Q2 		$55M Sell
301,341
-1,099
-0.4% -$198K 0.74% 23
2024
Q1 		$55.2M Sell
302,440
-2,705
-0.9% -$475K 0.79% 22
2023
Q4 		$52M Buy
305,145
+4,317
+1% +$695K 0.87% 20
2023
Q3 		$46.7M Sell
300,828
-4,918
-2% -$797K 0.95% 19
2023
Q2 		$49.7M Buy
305,746
+21,223
+7% +$3.32M 1% 18
2023
Q1 		$43.8M Buy
284,523
+5,022
+2% +$769K 1.02% 17
2022
Q4 		$42.4M Buy
279,501
+2,102
+0.8% +$313K 1.19% 16
2022
Q3 		$37.5M Buy
277,399
+133
+0% +$19.8K 1.03% 18
2022
Q2 		$39.8M Sell
277,266
-12,679
-4% -$1.93M 1.21% 17
2022
Q1 		$47M Sell
289,945
-4,340
-1% -$700K 1.12% 20
2021
Q4 		$50.5M Sell
294,285
-483
-0.2% -$79.6K 1.17% 19
2021
Q3 		$45.3M Buy
294,768
+4,268
+1% +$680K 1.2% 19
2021
Q2 		$45M Buy
290,500
+18,014
+7% +$2.76M 1.32% 17
2021
Q1 		$40.1M Buy
272,486
+12,143
+5% +$1.73M 1.66% 14
2020
Q4 		$36.8M Sell
260,343
-24,944
-9% -$3.38M 1.63% 13
2020
Q3 		$36.7M Buy
285,287
+8,207
+3% +$1.03M 1.97% 12
2020
Q2 		$32.5M Sell
277,080
-14,202
-5% -$1.62M 2.11% 11
2020
Q1 		$30.1M Sell
291,282
-41,835
-13% -$4.99M 2.42% 9
2019
Q4 		$41.5M Buy
+333,117
New +$40.3M 3.64% 5

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

IEQ Capital's VIG Position: Q1 2026 in Review

IEQ Capital increased its Vanguard Dividend Appreciation ETF (VIG) stake by 2.6% in Q1 2026, buying an estimated $2.14M and bringing the position to 374,469 shares worth $80.5M. The position accounts for 0.37% of the portfolio, ranked #42.

IEQ Capital first reported a position in VIG in Q4 2019 and has held it in 26 quarters since. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • IEQ Capital held 374,469 shares of Vanguard Dividend Appreciation ETF worth $80.5M as of Q1 2026.
  • IEQ Capital bought 9,614 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $2.14M.
  • Vanguard Dividend Appreciation ETF made up 0.37% of IEQ Capital's portfolio in Q1 2026, its #42 holding.
  • IEQ Capital first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and has held it in 26 quarters since.
  • 2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.