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Money Concepts Capital’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Money Concepts 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 		$4.9M Buy
22,773
+108
+0.5% +$24.1K 0.27% 83
2025
Q4 		$4.98M Buy
22,665
+6,644
+41% +$1.45M 0.28% 76
2025
Q3 		$3.46M Sell
16,021
-390
-2% -$81.9K 0.21% 101
2025
Q2 		$3.36M Buy
16,411
+695
+4% +$135K 0.22% 95
2025
Q1 		$3.05M Sell
15,716
-524
-3% -$104K 0.23% 96
2024
Q4 		$3.18M Sell
16,240
-3,686
-18% -$736K 0.24% 93
2024
Q3 		$3.95M Sell
19,926
-851
-4% -$162K 0.3% 74
2024
Q2 		$3.79M Sell
20,777
-40,172
-66% -$7.23M 0.32% 75
2024
Q1 		$11.1M Buy
60,949
+775
+1% +$136K 1.03% 23
2023
Q4 		$10.3M Buy
60,174
+2,116
+4% +$340K 0.95% 26
2023
Q3 		$9.02M Sell
58,058
-165
-0.3% -$26.7K 0.95% 27
2023
Q2 		$9.46M Sell
58,223
-819,926
-93% -$128M 0.96% 29
2023
Q1 		$10M Buy
878,149
+807,703
+1,147% +$124M 0.56% 53
2022
Q4 		$10.7M Buy
70,446
+23,900
+51% +$3.56M 0.48% 51
2022
Q3 		$6.29M Buy
46,546
+932
+2% +$139K 0.37% 56
2022
Q2 		$6.61M Sell
45,614
-11,823
-21% -$1.8M 0.59% 37
2022
Q1 		$9.31M Buy
57,437
+39,572
+222% +$6.38M 0.53% 39
2021
Q4 		$3.07M Buy
+17,865
New +$2.94M 0.26% 97
2021
Q1 		$2.34M Sell
15,888
-643
-4% -$91.5K 0.19% 123
2020
Q4 		$2.33M Buy
+16,531
New +$2.24M 0.22% 109

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

Money Concepts Capital's VIG Position: Q1 2026 in Review

Money Concepts Capital increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.48% in Q1 2026, buying an estimated $24.1K and bringing the position to 22,773 shares worth $4.9M. The position accounts for 0.27% of the portfolio, ranked #83.

Money Concepts Capital first reported a position in VIG in Q4 2020 and has held it in 20 quarters since. The position peaked at $11.1M in Q1 2024. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • Money Concepts Capital held 22,773 shares of Vanguard Dividend Appreciation ETF worth $4.9M as of Q1 2026.
  • Money Concepts Capital bought 108 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $24.1K.
  • Vanguard Dividend Appreciation ETF made up 0.27% of Money Concepts Capital's portfolio in Q1 2026, its #83 holding.
  • Money Concepts Capital first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 20 quarters since.
  • Money Concepts Capital's Vanguard Dividend Appreciation ETF position peaked at $11.1M in Q1 2024.
  • 2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.