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

Miramar 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 		$2.77M Sell
12,874
-757
-6% -$169K 0.62% 29
2025
Q4 		$3M Buy
13,631
+7
+0.1% +$1.53K 0.65% 30
2025
Q3 		$2.94M Buy
13,624
+722
+6% +$152K 0.65% 29
2025
Q2 		$2.64M Buy
12,902
+1,873
+17% +$363K 0.62% 32
2025
Q1 		$2.14M Buy
11,029
+630
+6% +$125K 0.51% 33
2024
Q4 		$2.04M Buy
10,399
+268
+3% +$53.5K 0.49% 34
2024
Q3 		$2.01M Sell
10,131
-98
-1% -$18.7K 0.47% 33
2024
Q2 		$1.87M Sell
10,229
-22
-0.2% -$3.96K 0.47% 32
2024
Q1 		$1.83M Sell
10,251
-507
-5% -$89.1K 0.46% 33
2023
Q4 		$1.83M Sell
10,758
-263
-2% -$42.3K 0.48% 32
2023
Q3 		$1.71M Sell
11,021
-508
-4% -$82.3K 0.47% 32
2023
Q2 		$1.87M Sell
11,529
-574
-5% -$89.9K 0.47% 31
2023
Q1 		$1.86M Sell
12,103
-580
-5% -$88.9K 0.48% 31
2022
Q4 		$1.93M Sell
12,683
-530
-4% -$79K 0.5% 32
2022
Q3 		$1.94M Buy
13,213
+12
+0.1% +$1.79K 0.53% 32
2022
Q2 		$1.89M Buy
13,201
+259
+2% +$39.4K 0.54% 32
2022
Q1 		$2.1M Buy
12,942
+2,937
+29% +$474K 0.58% 36
2021
Q4 		$1.72M Buy
10,005
+88
+0.9% +$14.5K 0.58% 35
2021
Q3 		$1.52M Sell
9,917
-429
-4% -$68.4K 0.61% 34
2021
Q2 		$1.66M Buy
10,346
+339
+3% +$52K 0.67% 34
2021
Q1 		$1.47M Buy
10,007
+2,177
+28% +$310K 0.66% 34
2020
Q4 		$1.12M Sell
7,830
-290
-4% -$39.3K 0.5% 36
2020
Q3 		$1.09M Sell
8,120
-1,377
-14% -$173K 0.63% 34
2020
Q2 		$1.18M Sell
9,497
-322
-3% -$36.7K 0.73% 32
2020
Q1 		$1.01M Buy
9,819
+7,905
+413% +$943K 0.92% 29
2019
Q4 		$245K Buy
1,914
+116
+6% +$14K 0.15% 48
2019
Q3 		$215K Buy
+1,798
New +$212K 0.15% 52

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

Miramar Capital's VIG Position: Q1 2026 in Review

Miramar Capital reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 5.6% in Q1 2026, selling an estimated $169K and leaving 12,874 shares worth $2.77M. The position accounts for 0.62% of the portfolio, ranked #29.

Miramar Capital first reported a position in VIG in Q3 2019 and has held it in 27 quarters since. The position peaked at $3M in Q4 2025. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • Miramar Capital held 12,874 shares of Vanguard Dividend Appreciation ETF worth $2.77M as of Q1 2026.
  • Miramar Capital sold 757 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $169K.
  • Vanguard Dividend Appreciation ETF made up 0.62% of Miramar Capital's portfolio in Q1 2026, its #29 holding.
  • Miramar Capital first reported a position in Vanguard Dividend Appreciation ETF in Q3 2019 and has held it in 27 quarters since.
  • Miramar Capital's Vanguard Dividend Appreciation ETF position peaked at $3M in Q4 2025.
  • 2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Miramar Capital's 13F filing for Q1 2026, filed 11 May 2026.