Sutton Place Investors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Sutton Place Investors’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	$1.14M	Hold	5,311	–	–	0.62%	45
2025 Q4	$1.17M	Hold	5,311	–	–	0.64%	44
2025 Q3	$1.15M	Hold	5,311	–	–	0.65%	42
2025 Q2	$1.09M	Hold	5,311	–	–	0.65%	41
2025 Q1	$1.03M	Hold	5,311	–	–	0.69%	36
2024 Q4	$1.04M	Hold	5,311	–	–	0.6%	46
2024 Q3	$1.05M	Hold	5,311	–	–	0.64%	45
2024 Q2	$970K	Hold	5,311	–	–	0.65%	43
2024 Q1	$970K	Hold	5,311	–	–	0.48%	64
2023 Q4	$905K	Buy	5,311 +54	+1%	+$8.69K	0.66%	47
2023 Q3	$817K	Sell	5,257 -249	-5%	-$40.4K	1.06%	29
2023 Q2	$894K	Buy	+5,506	New	+$862K	1.24%	27

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

Sutton Place Investors's VIG Position: Q1 2026 in Review

Sutton Place Investors held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q1 2026 at 5,311 shares worth $1.14M. The position accounts for 0.62% of the portfolio, ranked #45.

Sutton Place Investors first reported a position in VIG in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.17M in Q4 2025. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Sutton Place Investors held 5,311 shares of Vanguard Dividend Appreciation ETF worth $1.14M as of Q1 2026.
Sutton Place Investors left its Vanguard Dividend Appreciation ETF share count unchanged in Q1 2026.
Vanguard Dividend Appreciation ETF made up 0.62% of Sutton Place Investors's portfolio in Q1 2026, its #45 holding.
Sutton Place Investors first reported a position in Vanguard Dividend Appreciation ETF in Q2 2023 and has held it in 12 quarters since.
Sutton Place Investors's Vanguard Dividend Appreciation ETF position peaked at $1.17M in Q4 2025.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Sutton Place Investors's 13F filing for Q1 2026, filed 22 Apr 2026.