Stance Capital’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Stance Capital’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	$82.4K	Buy	+383	New	+$85.4K	0.04%	106
2025 Q4	–	Sell	-379	Closed	-$81.7K	–	291
2025 Q3	$81.7K	Buy	+379	New	+$79.6K	0.03%	147
2025 Q1	–	Sell	-853	Closed	-$167K	–	261
2024 Q4	$167K	Buy	+853	New	+$170K	0.1%	111

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

Stance Capital's VIG Position: Q1 2026 in Review

Stance Capital opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q1 2026: 383 shares worth $82.4K. The stake represents 0.04% of the portfolio and ranks #106 among its holdings. This is a return to the name: Stance Capital previously reported a position in VIG as recently as Q3 2025.

Stance Capital first reported a position in VIG in Q4 2024 and has held it in 3 quarters since. The position peaked at $167K in Q4 2024. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Stance Capital held 383 shares of Vanguard Dividend Appreciation ETF worth $82.4K as of Q1 2026.
Vanguard Dividend Appreciation ETF was a new Stance Capital position in Q1 2026.
Vanguard Dividend Appreciation ETF made up 0.04% of Stance Capital's portfolio in Q1 2026, its #106 holding.
Stance Capital first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 3 quarters since.
Stance Capital's Vanguard Dividend Appreciation ETF position peaked at $167K in Q4 2024.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Stance Capital's 13F filing for Q1 2026, filed 14 May 2026.