Objective Capital Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Objective Capital Management’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	$1.24M	Sell	5,788 -96	-2%	-$21.4K	1.26%	20
2025 Q4	$1.29M	Buy	5,884 +9	+0.2%	+$1.97K	1.32%	19
2025 Q3	$1.27M	Sell	5,875 -24	-0.4%	-$5.04K	1.31%	20
2025 Q2	$1.21M	Sell	5,899 -195	-3%	-$37.8K	1.36%	21
2025 Q1	$1.18M	Sell	6,094 -1,545	-20%	-$307K	1.51%	19
2024 Q4	$1.5M	Sell	7,639 -99	-1%	-$19.8K	1%	28
2024 Q3	$1.53M	Buy	+7,738	New	+$1.47M	0.9%	31
2024 Q1	$1.31M	Buy	7,169 +171	+2%	+$30K	0.88%	33
2023 Q4	$1.19M	Buy	6,998 +967	+16%	+$156K	0.91%	32
2023 Q3	$937K	Sell	6,031 -14	-0.2%	-$2.27K	0.83%	37
2023 Q2	$982K	Sell	6,045 -801	-12%	-$125K	0.86%	35
2023 Q1	$1.05M	Buy	6,846 +11	+0.2%	+$1.69K	0.96%	31
2022 Q4	$1.04M	Buy	6,835 +31	+0.5%	+$4.62K	1.03%	29
2022 Q3	$920K	Buy	6,804 +9	+0.1%	+$1.34K	0.98%	30
2022 Q2	$975K	Buy	6,795 +7	+0.1%	+$1.06K	0.98%	32
2022 Q1	$1.1M	Buy	6,788 +267	+4%	+$43.1K	0.85%	30
2021 Q4	$1.12M	Buy	+6,521	New	+$1.07M	0.79%	31

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

Objective Capital Management's VIG Position: Q1 2026 in Review

Objective Capital Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 1.6% in Q1 2026, selling an estimated $21.4K and leaving 5,788 shares worth $1.24M. The position accounts for 1.26% of the portfolio, ranked #20.

Objective Capital Management first reported a position in VIG in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.53M in Q3 2024. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Objective Capital Management held 5,788 shares of Vanguard Dividend Appreciation ETF worth $1.24M as of Q1 2026.
Objective Capital Management sold 96 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $21.4K.
Vanguard Dividend Appreciation ETF made up 1.26% of Objective Capital Management's portfolio in Q1 2026, its #20 holding.
Objective Capital Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 17 quarters since.
Objective Capital Management's Vanguard Dividend Appreciation ETF position peaked at $1.53M in Q3 2024.
2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Objective Capital Management's 13F filing for Q1 2026, filed 4 May 2026.