JC
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JB Capital’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

JB 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 		$525K Sell
2,439
-679
-22% -$151K 0.02% 179
2025
Q4 		$685K Buy
3,118
+143
+5% +$31.2K 0.03% 162
2025
Q3 		$642K Buy
2,975
+79
+3% +$16.6K 0.03% 158
2025
Q2 		$593K Sell
2,896
-172
-6% -$33.3K 0.03% 155
2025
Q1 		$595K Buy
3,068
+30
+1% +$5.96K 0.03% 144
2024
Q4 		$595K Buy
3,038
+67
+2% +$13.4K 0.03% 140
2024
Q3 		$588K Sell
2,971
-30
-1% -$5.71K 0.03% 144
2024
Q2 		$548K Buy
3,001
+40
+1% +$7.2K 0.03% 140
2024
Q1 		$541K Buy
2,961
+72
+2% +$12.6K 0.04% 136
2023
Q4 		$492K Sell
2,889
-182
-6% -$29.3K 0.04% 135
2023
Q3 		$477K Buy
3,071
+91
+3% +$14.8K 0.04% 121
2023
Q2 		$484K Sell
2,980
-159
-5% -$24.9K 0.04% 111
2023
Q1 		$483K Buy
3,139
+287
+10% +$44K 0.04% 109
2022
Q4 		$433K Buy
2,852
+103
+4% +$15.4K 0.04% 114
2022
Q3 		$372K Sell
2,749
-445
-14% -$66.2K 0.04% 120
2022
Q2 		$458K Buy
3,194
+322
+11% +$49K 0.05% 169
2022
Q1 		$466K Sell
2,872
-42
-1% -$6.78K 0.05% 170
2021
Q4 		$501K Buy
2,914
+47
+2% +$7.75K 0.05% 165
2021
Q3 		$440K Buy
+2,867
New +$457K 0.06% 183

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

JB Capital's VIG Position: Q1 2026 in Review

JB Capital reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 22% in Q1 2026, selling an estimated $151K and leaving 2,439 shares worth $525K. The position accounts for 0.02% of the portfolio, ranked #179.

JB Capital first reported a position in VIG in Q3 2021 and has held it in 19 quarters since. The position peaked at $685K in Q4 2025. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • JB Capital held 2,439 shares of Vanguard Dividend Appreciation ETF worth $525K as of Q1 2026.
  • JB Capital sold 679 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $151K.
  • Vanguard Dividend Appreciation ETF made up 0.02% of JB Capital's portfolio in Q1 2026, its #179 holding.
  • JB Capital first reported a position in Vanguard Dividend Appreciation ETF in Q3 2021 and has held it in 19 quarters since.
  • JB Capital's Vanguard Dividend Appreciation ETF position peaked at $685K in Q4 2025.
  • 2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on JB Capital's 13F filing for Q1 2026, filed 27 Apr 2026.