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

Richardson 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 Q2	$183K	Sell	774 -52	-6%	-$11.9K	0.08%	54
2026 Q1	$178K	Buy	826 +2	+0.2%	+$446	0.09%	51
2025 Q4	$181K	Buy	824 +6	+0.7%	+$1.31K	0.09%	39
2025 Q3	$177K	Sell	818 -912	-53%	-$192K	0.08%	41
2025 Q2	$354K	Sell	1,730 -40	-2%	-$7.75K	0.19%	25
2025 Q1	$343K	Sell	1,770 -49	-3%	-$9.74K	0.21%	21
2024 Q4	$356K	Buy	1,819 +131	+8%	+$26.2K	0.23%	22
2024 Q3	$334K	Buy	1,688 +61	+4%	+$11.6K	0.23%	23
2024 Q2	$297K	Sell	1,627 -528	-25%	-$95K	0.23%	25
2024 Q1	$393K	Buy	2,155 +2,137	+11,872%	+$375K	0.32%	16
2023 Q4	$369K	Buy	+18	New	+$2.9K	0.36%	10

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Richardson Capital Management's VIG Position: Q2 2026 in Review

Richardson Capital Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 6.3% in Q2 2026, selling an estimated $11.9K and leaving 774 shares worth $183K. The position accounts for 0.08% of the portfolio, ranked #54.

Richardson Capital Management first reported a position in VIG in Q4 2023 and has held it in 11 quarters since. The position peaked at $393K in Q1 2024. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Richardson Capital Management held 774 shares of Vanguard Dividend Appreciation ETF worth $183K as of Q2 2026.
Richardson Capital Management sold 52 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $11.9K.
Vanguard Dividend Appreciation ETF made up 0.08% of Richardson Capital Management's portfolio in Q2 2026, its #54 holding.
Richardson Capital Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 11 quarters since.
Richardson Capital Management's Vanguard Dividend Appreciation ETF position peaked at $393K in Q1 2024.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Richardson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.