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

Interchange 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	$381K	Sell	1,963 -140	-7%	-$31.2K	0.12%	175
2025 Q4	$462K	Sell	2,103 -34	-2%	-$7.43K	0.09%	213
2025 Q3	$461K	Buy	2,137 +1	+0%	+$210	0.09%	197
2025 Q2	$437K	Buy	2,136 +173	+9%	+$33.5K	0.1%	166
2025 Q1	$381K	Buy	1,963 +4	+0.2%	+$795	0.11%	171
2024 Q4	$384K	Sell	1,959 -10	-0.5%	-$2K	0.14%	161
2024 Q3	$390K	Sell	1,969 -14	-0.7%	-$2.67K	0.14%	168
2024 Q2	$362K	Buy	+1,983	New	+$357K	0.13%	170
2023 Q2	–	Sell	-1,511	Closed	-$233K	–	223
2023 Q1	$233K	Buy	+1,511	New	+$231K	0.13%	178
2021 Q4	–	Sell	-2,191	Closed	-$336K	–	195
2021 Q3	$336K	Hold	2,191	–	–	0.56%	67
2021 Q2	$339K	Hold	2,191	–	–	0.52%	69
2021 Q1	$322K	Sell	2,191 -15	-0.7%	-$2.13K	0.17%	163
2020 Q4	$311K	Buy	+2,206	New	+$299K	0.17%	149

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

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

Interchange Capital Partners reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 6.7% in Q1 2026, selling an estimated $31.2K and leaving 1,963 shares worth $381K. The position accounts for 0.12% of the portfolio, ranked #175.

Interchange Capital Partners first reported a position in VIG in Q4 2020 and has held it in 13 quarters since. The position peaked at $462K in Q4 2025. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Interchange Capital Partners held 1,963 shares of Vanguard Dividend Appreciation ETF worth $381K as of Q1 2026.
Interchange Capital Partners sold 140 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $31.2K.
Vanguard Dividend Appreciation ETF made up 0.12% of Interchange Capital Partners's portfolio in Q1 2026, its #175 holding.
Interchange Capital Partners first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 13 quarters since.
Interchange Capital Partners's Vanguard Dividend Appreciation ETF position peaked at $462K in Q4 2025.
2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Interchange Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.