Suncoast Equity Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Suncoast Equity 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	–	Sell	-1,466	Closed	-$315K	–	98
2026 Q1	$315K	Buy	1,466 +2	+0.1%	+$446	0.04%	76
2025 Q4	$322K	Buy	1,464 +4	+0.3%	+$874	0.03%	75
2025 Q3	$315K	Buy	1,460 +4	+0.3%	+$840	0.03%	77
2025 Q2	$298K	Hold	1,456	–	–	0.03%	71
2025 Q1	$282K	Buy	1,456 +15	+1%	+$2.98K	0.03%	72
2024 Q4	$282K	Buy	+1,441	New	+$288K	0.03%	70
2023 Q4	–	Sell	-1,707	Closed	-$265K	–	78
2023 Q3	$265K	Buy	+1,707	New	+$277K	0.04%	66

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $672B AUM 33.48% 1-Year Est. Return

Suncoast Equity Management's VIG Position: Q2 2026 in Review

Suncoast Equity Management sold out of Vanguard Dividend Appreciation ETF (VIG) in Q2 2026, closing a stake of 1,466 shares — an estimated $315K sold.

Suncoast Equity Management first reported a position in VIG in Q3 2023 and held it in 7 quarters. The position peaked at $322K in Q4 2025. 2,598 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Suncoast Equity Management reported no remaining Vanguard Dividend Appreciation ETF position as of Q2 2026 after selling out during the quarter.
Suncoast Equity Management sold 1,466 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $315K.
Suncoast Equity Management first reported a position in Vanguard Dividend Appreciation ETF in Q3 2023 and held it in 7 quarters.
Suncoast Equity Management's Vanguard Dividend Appreciation ETF position peaked at $322K in Q4 2025.
2,598 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Suncoast Equity Management's 13F filing for Q2 2026, filed 4 Aug 2026.