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

SOL 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	–	Sell	-4,460	Closed	-$980K	–	288
2025 Q4	$980K	Sell	4,460 -75	-2%	-$16.4K	0.09%	178
2025 Q3	$979K	Hold	4,535	–	–	0.09%	172
2025 Q2	$928K	Hold	4,535	–	–	0.09%	173
2025 Q1	$880K	Buy	4,535 +125	+3%	+$24.9K	0.1%	167
2024 Q4	$864K	Sell	4,410 -72	-2%	-$14.4K	0.1%	170
2024 Q3	$888K	Sell	4,482 -100	-2%	-$19K	0.1%	174
2024 Q2	$836K	Sell	4,582 -124	-3%	-$22.3K	0.1%	175
2024 Q1	$859K	Buy	4,706 +527	+13%	+$92.6K	0.11%	174
2023 Q4	$712K	Sell	4,179 -226	-5%	-$36.4K	0.1%	186
2023 Q3	$684K	Hold	4,405	–	–	0.11%	181
2023 Q2	$716K	Sell	4,405 -74	-2%	-$11.6K	0.11%	175
2023 Q1	$690K	Buy	4,479 +40	+0.9%	+$6.13K	0.11%	176
2022 Q4	$674K	Hold	4,439	–	–	0.12%	174
2022 Q3	$600K	Buy	4,439 +35	+0.8%	+$5.21K	0.12%	167
2022 Q2	$632K	Buy	4,404 +68	+2%	+$10.3K	0.13%	160
2022 Q1	$703K	Hold	4,336	–	–	0.13%	156
2021 Q4	$745K	Hold	4,336	–	–	0.13%	151
2021 Q3	$666K	Sell	4,336 -100	-2%	-$15.9K	0.13%	151
2021 Q2	$687K	Buy	4,436 +31	+0.7%	+$4.76K	0.14%	143
2021 Q1	$648K	Sell	4,405 -50	-1%	-$7.11K	0.14%	142
2020 Q4	$629K	Buy	4,455 +100	+2%	+$13.6K	0.15%	138
2020 Q3	$560K	Buy	4,355 +120	+3%	+$15.1K	0.15%	134
2020 Q2	$496K	Sell	4,235 -445	-10%	-$50.7K	0.14%	142
2020 Q1	$484K	Buy	4,680 +40	+0.9%	+$4.77K	0.16%	131
2019 Q4	$578K	Buy	4,640 +820	+21%	+$99.2K	0.15%	148
2019 Q3	$457K	Sell	3,820 -80	-2%	-$9.44K	0.12%	163
2019 Q2	$449K	Sell	3,900 -100	-3%	-$11.2K	0.12%	169
2019 Q1	$439K	Hold	4,000	–	–	0.12%	170
2018 Q4	$392K	Buy	4,000 +325	+9%	+$33.9K	0.13%	166
2018 Q3	$407K	Buy	3,675 +50	+1%	+$5.38K	0.11%	180
2018 Q2	$368K	Sell	3,625 -150	-4%	-$15.3K	0.1%	188
2018 Q1	$381K	Buy	3,775 +425	+13%	+$44.1K	0.11%	183
2017 Q4	$342K	Buy	+3,350	New	+$330K	0.1%	187

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

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

SOL Capital Management sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2026, closing a stake of 4,460 shares — an estimated $980K sold.

SOL Capital Management first reported a position in VIG in Q4 2017 and held it in 33 quarters. The position peaked at $980K in Q4 2025. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

SOL Capital Management reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2026 after selling out during the quarter.
SOL Capital Management sold 4,460 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $980K.
SOL Capital Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2017 and held it in 33 quarters.
SOL Capital Management's Vanguard Dividend Appreciation ETF position peaked at $980K in Q4 2025.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on SOL Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.