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 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 $1.37T 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

Suncoast Equity Management's VIG Position: Q1 2026 in Review

Suncoast Equity Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.14% in Q1 2026, buying an estimated $446 and bringing the position to 1,466 shares worth $315K. The position accounts for 0.04% of the portfolio, ranked #76.

Suncoast Equity Management first reported a position in VIG in Q3 2023 and has held it in 7 quarters since. The position peaked at $322K in Q4 2025. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Suncoast Equity Management held 1,466 shares of Vanguard Dividend Appreciation ETF worth $315K as of Q1 2026.
Suncoast Equity Management bought 2 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $446.
Vanguard Dividend Appreciation ETF made up 0.04% of Suncoast Equity Management's portfolio in Q1 2026, its #76 holding.
Suncoast Equity Management first reported a position in Vanguard Dividend Appreciation ETF in Q3 2023 and has held it in 7 quarters since.
Suncoast Equity Management's Vanguard Dividend Appreciation ETF position peaked at $322K in Q4 2025.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Suncoast Equity Management's 13F filing for Q1 2026, filed 8 May 2026.