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

Sage 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	$823K	Buy	3,477 +8	+0.2%	+$1.84K	0.32%	67
2026 Q1	$747K	Buy	3,469 +6	+0.2%	+$1.34K	0.35%	66
2025 Q4	$761K	Buy	3,463 +13	+0.4%	+$2.84K	0.35%	66
2025 Q3	$745K	Buy	3,450 +7	+0.2%	+$1.47K	0.34%	66
2025 Q2	$705K	Hold	3,443	–	–	0.34%	65
2025 Q1	$668K	Buy	3,443 +6	+0.2%	+$1.19K	0.36%	65
2024 Q4	$673K	Buy	3,437 +14	+0.4%	+$2.79K	0.34%	64
2024 Q3	$678K	Buy	3,423 +7	+0.2%	+$1.33K	0.33%	67
2024 Q2	$623K	Hold	3,416	–	–	0.33%	70
2024 Q1	$624K	Buy	3,416 +7	+0.2%	+$1.23K	0.34%	70
2023 Q4	$581K	Buy	+3,409	New	+$549K	0.35%	72

Other funds holding VIG

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

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 $43.3B AUM 29.3% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

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

Sage Capital Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.23% in Q2 2026, buying an estimated $1.84K and bringing the position to 3,477 shares worth $823K. The position accounts for 0.32% of the portfolio, ranked #67.

Sage Capital Management first reported a position in VIG in Q4 2023 and has held it in 11 quarters since. 1,073 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Sage Capital Management held 3,477 shares of Vanguard Dividend Appreciation ETF worth $823K as of Q2 2026.
Sage Capital Management bought 8 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $1.84K.
Vanguard Dividend Appreciation ETF made up 0.32% of Sage Capital Management's portfolio in Q2 2026, its #67 holding.
Sage Capital Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 11 quarters since.
1,073 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Sage Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.