Sage Capital Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Sage Capital Advisors’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	$1.21M	Buy	5,111 +80	+2%	+$18.4K	0.25%	74
2026 Q1	$1.08M	Sell	5,031 -386	-7%	-$86.1K	0.25%	72
2025 Q4	$1.19M	Buy	5,417 +3	+0.1%	+$655	0.28%	67
2025 Q3	$1.17M	Buy	5,414 +1	+0%	+$210	0.28%	66
2025 Q2	$1.11M	Hold	5,413	–	–	0.27%	67
2025 Q1	$1.05M	Buy	5,413 +2	+0%	+$398	0.28%	65
2024 Q4	$1.06M	Buy	5,411 +3	+0.1%	+$599	0.28%	61
2024 Q3	$1.07M	Buy	5,408 +101	+2%	+$19.2K	0.28%	63
2024 Q2	$969K	Hold	5,307	–	–	0.28%	61
2024 Q1	$969K	Buy	5,307 +1	+0%	+$176	0.28%	62
2023 Q4	$904K	Buy	5,306 +1,002	+23%	+$161K	0.29%	60
2023 Q3	$669K	Buy	4,304 +219	+5%	+$35.5K	0.25%	65
2023 Q2	$664K	Hold	4,085	–	–	0.23%	65
2023 Q1	$629K	Hold	4,085	–	–	0.24%	63
2022 Q4	$620K	Hold	4,085	–	–	0.27%	59
2022 Q3	$552K	Hold	4,085	–	–	0.28%	62
2022 Q2	$586K	Hold	4,085	–	–	0.28%	55
2022 Q1	$664K	Hold	4,085	–	–	0.27%	59
2021 Q4	$667K	Hold	4,085	–	–	0.25%	61
2021 Q3	$627K	Sell	4,085 -350	-8%	-$55.8K	0.27%	63
2021 Q2	$701K	Hold	4,435	–	–	0.29%	60
2021 Q1	$652K	Hold	4,435	–	–	0.29%	59
2020 Q4	$626K	Hold	4,435	–	–	0.31%	59
2020 Q3	$571K	Buy	4,435 +100	+2%	+$12.6K	0.35%	53
2020 Q2	$508K	Hold	4,335	–	–	0.33%	56
2020 Q1	$448K	Buy	4,335 +375	+9%	+$44.7K	0.37%	52
2019 Q4	$494K	Hold	3,960	–	–	0.31%	60
2019 Q3	$474K	Hold	3,960	–	–	0.36%	57
2019 Q2	$467K	Hold	3,960	–	–	0.32%	59
2019 Q1	$434K	Buy	3,960 +1,000	+34%	+$105K	0.28%	61
2018 Q4	$290K	Hold	2,960	–	–	0.22%	67
2018 Q3	$328K	Hold	2,960	–	–	0.21%	65
2018 Q2	$301K	Sell	2,960 -100	-3%	-$10.2K	0.21%	66
2018 Q1	$309K	Hold	3,060	–	–	0.22%	65
2017 Q4	$312K	Hold	3,060	–	–	0.2%	68
2017 Q3	$290K	Buy	+3,060	New	+$285K	0.2%	68

Other funds holding VIG

HWM

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sage Capital Advisors's VIG Position: Q2 2026 in Review

Sage Capital Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 1.6% in Q2 2026, buying an estimated $18.4K and bringing the position to 5,111 shares worth $1.21M. The position accounts for 0.25% of the portfolio, ranked #74.

Sage Capital Advisors first reported a position in VIG in Q3 2017 and has held it in 36 quarters since. 1,335 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Sage Capital Advisors held 5,111 shares of Vanguard Dividend Appreciation ETF worth $1.21M as of Q2 2026.
Sage Capital Advisors bought 80 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $18.4K.
Vanguard Dividend Appreciation ETF made up 0.25% of Sage Capital Advisors's portfolio in Q2 2026, its #74 holding.
Sage Capital Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q3 2017 and has held it in 36 quarters since.
1,335 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Sage Capital Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.