STALEY CAPITAL ADVISERS’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

STALEY CAPITAL ADVISERS’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	$5.43M	Buy	25,265 +1,484	+6%	+$331K	0.23%	54
2025 Q4	$5.23M	Sell	23,781 -274	-1%	-$59.9K	0.22%	60
2025 Q3	$5.19M	Sell	24,055 -39	-0.2%	-$8.19K	0.21%	60
2025 Q2	$4.93M	Sell	24,094 -2,053	-8%	-$398K	0.21%	62
2025 Q1	$5.07M	Sell	26,147 -381	-1%	-$75.8K	0.23%	59
2024 Q4	$5.2M	Buy	26,528 +116	+0.4%	+$23.2K	0.23%	56
2024 Q3	$5.23M	Sell	26,412 -135	-0.5%	-$25.7K	0.23%	56
2024 Q2	$4.85M	Sell	26,547 -1,225	-4%	-$220K	0.22%	56
2024 Q1	$5.07M	Sell	27,772 -76	-0.3%	-$13.4K	0.24%	54
2023 Q4	$4.75M	Buy	27,848 +534	+2%	+$85.9K	0.24%	55
2023 Q3	$4.24M	Buy	27,314 +1,760	+7%	+$285K	0.23%	56
2023 Q2	$4.15M	Sell	25,554 -3,314	-11%	-$519K	0.22%	56
2023 Q1	$4.45M	Sell	28,868 -404	-1%	-$61.9K	0.25%	56
2022 Q4	$4.45M	Sell	29,272 -209	-0.7%	-$31.1K	0.27%	55
2022 Q3	$3.98M	Buy	29,481 +108	+0.4%	+$16.1K	0.25%	54
2022 Q2	$4.21M	Buy	29,373 +625	+2%	+$95.1K	0.25%	53
2022 Q1	$4.66M	Buy	28,748 +3,041	+12%	+$491K	0.24%	59
2021 Q4	$4.42M	Buy	25,707 +210	+0.8%	+$34.6K	0.21%	64
2021 Q3	$3.92M	Buy	25,497 +1,479	+6%	+$236K	0.21%	65
2021 Q2	$3.72M	Buy	24,018 +957	+4%	+$147K	0.19%	62
2021 Q1	$3.39M	Sell	23,061 -8,997	-28%	-$1.28M	0.19%	65
2020 Q4	$4.53M	Sell	32,058 -24,115	-43%	-$3.27M	0.28%	55
2020 Q3	$7.23M	Buy	56,173 +25,390	+82%	+$3.19M	0.5%	40
2020 Q2	$3.61M	Buy	30,783 +10,010	+48%	+$1.14M	0.26%	52
2020 Q1	$2.15M	Buy	20,773 +11,673	+128%	+$1.39M	0.18%	61
2019 Q4	$1.13M	Hold	9,100	–	–	0.08%	95
2019 Q3	$1.09M	Buy	9,100 +160	+2%	+$18.9K	0.08%	89
2019 Q2	$1.03M	Sell	8,940 -261	-3%	-$29.3K	0.08%	89
2019 Q1	$1.01M	Buy	9,201 +506	+6%	+$53.3K	0.07%	86
2018 Q4	$852K	Sell	8,695 -243	-3%	-$25.3K	0.07%	91
2018 Q3	$989K	Buy	8,938 +205	+2%	+$22K	0.07%	88
2018 Q2	$887K	Buy	8,733 +1,310	+18%	+$134K	0.07%	83
2018 Q1	$750K	Buy	7,423 +3,405	+85%	+$353K	0.06%	86
2017 Q4	$410K	Sell	4,018 -200	-5%	-$19.7K	0.03%	109
2017 Q3	$400K	Buy	4,218 +400	+10%	+$37.3K	0.03%	113
2017 Q2	$354K	Buy	3,818 +250	+7%	+$22.9K	0.03%	121
2017 Q1	$321K	Buy	3,568 +380	+12%	+$33.7K	0.03%	111
2016 Q4	$272K	Buy	3,188 +115	+4%	+$9.67K	0.03%	111
2016 Q3	$258K	Buy	3,073 +145	+5%	+$12.3K	0.03%	109
2016 Q2	$244K	Hold	2,928	–	–	0.03%	114
2016 Q1	$238K	Buy	+2,928	New	+$224K	0.03%	114

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 $17.8B AUM 24.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

STALEY CAPITAL ADVISERS's VIG Position: Q1 2026 in Review

STALEY CAPITAL ADVISERS increased its Vanguard Dividend Appreciation ETF (VIG) stake by 6.2% in Q1 2026, buying an estimated $331K and bringing the position to 25,265 shares worth $5.43M. The position accounts for 0.23% of the portfolio, ranked #54.

STALEY CAPITAL ADVISERS first reported a position in VIG in Q1 2016 and has held it in 41 quarters since. The position peaked at $7.23M in Q3 2020. 2,515 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

STALEY CAPITAL ADVISERS held 25,265 shares of Vanguard Dividend Appreciation ETF worth $5.43M as of Q1 2026.
STALEY CAPITAL ADVISERS bought 1,484 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $331K.
Vanguard Dividend Appreciation ETF made up 0.23% of STALEY CAPITAL ADVISERS's portfolio in Q1 2026, its #54 holding.
STALEY CAPITAL ADVISERS first reported a position in Vanguard Dividend Appreciation ETF in Q1 2016 and has held it in 41 quarters since.
STALEY CAPITAL ADVISERS's Vanguard Dividend Appreciation ETF position peaked at $7.23M in Q3 2020.
2,515 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on STALEY CAPITAL ADVISERS's 13F filing for Q1 2026, filed 29 Apr 2026.