Moors & Cabot’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Moors & Cabot’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
2019 Q4	–	Sell	-120,553	Closed	-$144K	–	706
2019 Q3	$144K	Buy	+120,553	New	+$14.2M	0.02%	574
2017 Q3	–	Sell	-2,500	Closed	-$21K	–	553
2017 Q2	$21K	Buy	+2,500	New	+$229K	﹤0.01%	505

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

Moors & Cabot's VIG Position: Q1 2026 in Review

Moors & Cabot increased its Vanguard Dividend Appreciation ETF (VIG) stake by 7% in Q1 2026, buying an estimated $651K and bringing the position to 44,379 shares worth $9.54M. The position accounts for 0.41% of the portfolio, ranked #47.

Moors & Cabot first reported a position in VIG in Q1 2014 and has held it in 49 quarters since. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Moors & Cabot held 44,379 shares of Vanguard Dividend Appreciation ETF worth $9.54M as of Q1 2026.
Moors & Cabot bought 2,920 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $651K.
Vanguard Dividend Appreciation ETF made up 0.41% of Moors & Cabot's portfolio in Q1 2026, its #47 holding.
Moors & Cabot first reported a position in Vanguard Dividend Appreciation ETF in Q1 2014 and has held it in 49 quarters since.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Moors & Cabot's 13F filing for Q1 2026, filed 8 May 2026.