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

Syon 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	$9.61M	Sell	44,680 -26,433	-37%	-$5.89M	0.48%	40
2025 Q4	$15.6M	Sell	71,113 -19	-0%	-$4.15K	0.78%	27
2025 Q3	$15.3M	Buy	71,132 +2,551	+4%	+$536K	0.82%	27
2025 Q2	$14M	Sell	68,581 -7,750	-10%	-$1.5M	0.93%	25
2025 Q1	$14.8M	Buy	76,331 +5,159	+7%	+$1.03M	1.21%	19
2024 Q4	$13.9M	Sell	71,172 -5,811	-8%	-$1.16M	1.25%	15
2024 Q3	$15.2M	Sell	76,983 -527	-0.7%	-$100K	1.35%	16
2024 Q2	$14.1M	Sell	77,510 -487	-0.6%	-$87.7K	1.3%	15
2024 Q1	$14.2M	Sell	77,997 -62,127	-44%	-$10.9M	1.35%	15
2023 Q4	$23.9M	Buy	140,124 +98,117	+234%	+$15.8M	1.01%	20
2023 Q3	$6.53M	Buy	+42,007	New	+$6.81M	0.81%	24

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

Syon Capital's VIG Position: Q1 2026 in Review

Syon Capital reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 37% in Q1 2026, selling an estimated $5.89M and leaving 44,680 shares worth $9.61M. The position accounts for 0.48% of the portfolio, ranked #40.

Syon Capital first reported a position in VIG in Q3 2023 and has held it in 11 quarters since. The position peaked at $23.9M in Q4 2023. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Syon Capital held 44,680 shares of Vanguard Dividend Appreciation ETF worth $9.61M as of Q1 2026.
Syon Capital sold 26,433 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $5.89M.
Vanguard Dividend Appreciation ETF made up 0.48% of Syon Capital's portfolio in Q1 2026, its #40 holding.
Syon Capital first reported a position in Vanguard Dividend Appreciation ETF in Q3 2023 and has held it in 11 quarters since.
Syon Capital's Vanguard Dividend Appreciation ETF position peaked at $23.9M in Q4 2023.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

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