SouthState Corp’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

SouthState Corp’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	$24M	Buy	111,535 +91	+0.1%	+$20.3K	1.12%	22
2025 Q4	$24.5M	Buy	111,444 +10,518	+10%	+$2.3M	1.1%	19
2025 Q3	$21.8M	Sell	100,926 -1,045	-1%	-$219K	1%	20
2025 Q2	$20.9M	Sell	101,971 -1,595	-2%	-$309K	0.91%	30
2025 Q1	$20.1M	Buy	103,566 +39,139	+61%	+$7.78M	0.92%	29
2024 Q4	$12.6M	Buy	64,427 +1,426	+2%	+$285K	0.83%	38
2024 Q3	$12.5M	Buy	63,001 +7,325	+13%	+$1.39M	0.86%	40
2024 Q2	$10.2M	Buy	55,676 +12,575	+29%	+$2.26M	0.74%	42
2024 Q1	$7.87M	Sell	43,101 -846	-2%	-$149K	0.61%	47
2023 Q4	$7.49M	Sell	43,947 -1,664	-4%	-$268K	0.64%	48
2023 Q3	$7.09M	Sell	45,611 -135	-0.3%	-$21.9K	0.67%	48
2023 Q2	$7.43M	Sell	45,746 -2,009	-4%	-$315K	0.66%	46
2023 Q1	$7.35M	Buy	47,755 +250	+0.5%	+$38.3K	0.68%	45
2022 Q4	$7.21M	Sell	47,505 -150	-0.3%	-$22.4K	0.67%	46
2022 Q3	$6.44M	Sell	47,655 -1,817	-4%	-$270K	0.64%	49
2022 Q2	$7.1M	Buy	49,472 +1,320	+3%	+$201K	0.67%	45
2022 Q1	$7.81M	Buy	48,152 +2,955	+7%	+$477K	0.62%	51
2021 Q4	$7.76M	Buy	45,197 +4,201	+10%	+$692K	0.6%	52
2021 Q3	$6.3M	Buy	40,996 +35	+0.1%	+$5.58K	0.53%	54
2021 Q2	$6.34M	Sell	40,961 -1,892	-4%	-$290K	0.55%	52
2021 Q1	$6.3M	Sell	42,853 -1,098	-2%	-$156K	0.59%	49
2020 Q4	$6.2M	Sell	43,951 -1,131	-3%	-$153K	0.61%	46
2020 Q3	$5.8M	Sell	45,082 -108	-0.2%	-$13.6K	0.61%	51
2020 Q2	$5.3M	Buy	45,190 +602	+1%	+$68.5K	0.65%	45
2020 Q1	$4.61M	Buy	44,588 +2,061	+5%	+$246K	0.68%	45
2019 Q4	$5.3M	Buy	42,527 +134	+0.3%	+$16.2K	0.61%	59
2019 Q3	$5.07M	Sell	42,393 -20	-0%	-$2.36K	0.63%	58
2019 Q2	$4.88M	Buy	42,413 +1,257	+3%	+$141K	0.56%	61
2019 Q1	$4.51M	Sell	41,156 -416	-1%	-$43.8K	0.46%	68
2018 Q4	$4.07M	Sell	41,572 -15	-0%	-$1.56K	0.47%	70
2018 Q3	$4.6M	Sell	41,587 -523	-1%	-$56.2K	0.47%	75
2018 Q2	$4.28M	Sell	42,110 -987	-2%	-$101K	0.48%	71
2018 Q1	$4.35M	Sell	43,097 -1,001	-2%	-$104K	0.5%	67
2017 Q4	$4.5M	Buy	44,098 +4,488	+11%	+$442K	0.49%	72
2017 Q3	$3.75K	Buy	39,610 +112	+0.3%	+$10.4K	0.42%	72
2017 Q2	$3.66M	Sell	39,498 -642	-2%	-$58.9K	0.47%	74
2017 Q1	$3.61M	Buy	40,140 +1,203	+3%	+$107K	0.47%	75
2016 Q4	$3.32M	Sell	38,937 -3,177	-8%	-$267K	0.48%	72
2016 Q3	$3.54M	Buy	42,114 +643	+2%	+$54.5K	0.54%	68
2016 Q2	$3.45M	Sell	41,471 -348	-0.8%	-$28.4K	0.52%	70
2016 Q1	$3.4M	Sell	41,819 -405	-1%	-$31K	0.53%	68
2015 Q4	$3.28M	Buy	42,224 +13,348	+46%	+$1.04M	0.51%	71
2015 Q3	$2.13M	Sell	28,876 -1,393	-5%	-$108K	0.33%	98
2015 Q2	$2.38M	Sell	30,269 -1,166	-4%	-$94.5K	0.33%	95
2015 Q1	$2.53M	Sell	31,435 -2,137	-6%	-$173K	0.36%	88
2014 Q4	$2.73M	Sell	33,572 -2,646	-7%	-$209K	0.43%	77
2014 Q3	$2.79M	Sell	36,218 -3,369	-9%	-$261K	0.43%	75
2014 Q2	$3.09M	Sell	39,587 -1,131	-3%	-$86.5K	0.51%	70
2014 Q1	$3.06M	Sell	40,718 -6,459	-14%	-$477K	0.49%	72
2013 Q4	$3.55M	Buy	47,177 +1,236	+3%	+$89.9K	0.59%	64
2013 Q3	$3.2M	Buy	45,941 +3,595	+8%	+$249K	0.59%	60
2013 Q2	$2.8M	Buy	+42,346	New	+$2.84M	0.59%	61

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

SouthState Corp's VIG Position: Q1 2026 in Review

SouthState Corp increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.08% in Q1 2026, buying an estimated $20.3K and bringing the position to 111,535 shares worth $24M. The position accounts for 1.12% of the portfolio, ranked #22.

SouthState Corp first reported a position in VIG in Q2 2013 and has held it in 52 quarters since. The position peaked at $24.5M in Q4 2025. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

SouthState Corp held 111,535 shares of Vanguard Dividend Appreciation ETF worth $24M as of Q1 2026.
SouthState Corp bought 91 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $20.3K.
Vanguard Dividend Appreciation ETF made up 1.12% of SouthState Corp's portfolio in Q1 2026, its #22 holding.
SouthState Corp first reported a position in Vanguard Dividend Appreciation ETF in Q2 2013 and has held it in 52 quarters since.
SouthState Corp's Vanguard Dividend Appreciation ETF position peaked at $24.5M in Q4 2025.
2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on SouthState Corp's 13F filing for Q1 2026, filed 5 May 2026.