Sunpointe’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Sunpointe’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	$5.79M	Buy	26,934 +2,204	+9%	+$491K	1.9%	8
2025 Q4	$5.44M	Buy	24,730 +3,508	+17%	+$766K	1.8%	10
2025 Q3	$4.6M	Buy	21,222 +1,427	+7%	+$300K	1.66%	12
2025 Q2	$4.07M	Buy	19,795 +2,131	+12%	+$413K	1.61%	14
2025 Q1	$3.43M	Buy	17,664 +3,544	+25%	+$705K	1.83%	15
2024 Q4	$2.77M	Buy	14,120 +8,097	+134%	+$1.62M	1.39%	18
2024 Q3	$1.2M	Sell	6,023 -14,520	-71%	-$2.76M	0.99%	20
2024 Q2	$3.77M	Buy	20,543 +14,482	+239%	+$2.61M	2.45%	8
2024 Q1	$1.11M	Buy	6,061 +1,014	+20%	+$178K	1.23%	18
2023 Q4	$860K	Buy	+5,047	New	+$812K	1.09%	19

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

Sunpointe's VIG Position: Q1 2026 in Review

Sunpointe increased its Vanguard Dividend Appreciation ETF (VIG) stake by 8.9% in Q1 2026, buying an estimated $491K and bringing the position to 26,934 shares worth $5.79M. The position accounts for 1.9% of the portfolio, ranked #8.

Sunpointe first reported a position in VIG in Q4 2023 and has held it in 10 quarters since. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Sunpointe held 26,934 shares of Vanguard Dividend Appreciation ETF worth $5.79M as of Q1 2026.
Sunpointe bought 2,204 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $491K.
Vanguard Dividend Appreciation ETF made up 1.9% of Sunpointe's portfolio in Q1 2026, its #8 holding.
Sunpointe first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 10 quarters since.
2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Sunpointe's 13F filing for Q1 2026, filed 21 Apr 2026.