Capstone Wealth Management Group, Inc.’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Capstone Wealth Management Group, Inc.’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	$2.48M	Buy	+10,469	New	+$2.4M	1.49%	20

Other funds holding VIG

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Capstone Wealth Management Group, Inc.'s VIG Position: Q2 2026 in Review

Capstone Wealth Management Group, Inc. opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q2 2026: 10,469 shares worth $2.48M. The stake represents 1.49% of the portfolio and ranks #20 among its holdings.

1,170 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Capstone Wealth Management Group, Inc. held 10,469 shares of Vanguard Dividend Appreciation ETF worth $2.48M as of Q2 2026.
Vanguard Dividend Appreciation ETF was a new Capstone Wealth Management Group, Inc. position in Q2 2026.
Vanguard Dividend Appreciation ETF made up 1.49% of Capstone Wealth Management Group, Inc.'s portfolio in Q2 2026, its #20 holding.
1,170 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Capstone Wealth Management Group, Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.