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

TAGStone 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	$1.64M	Buy	7,630 +547	+8%	+$122K	0.58%	39
2025 Q4	$1.56M	Buy	7,083 +376	+6%	+$82.2K	0.58%	37
2025 Q3	$1.45M	Buy	6,707 +260	+4%	+$54.6K	0.58%	38
2025 Q2	$1.34M	Buy	6,447 +933	+17%	+$181K	0.55%	38
2025 Q1	$1.07M	Buy	5,514 +442	+9%	+$87.9K	0.53%	41
2024 Q4	$993K	Buy	5,072 +43	+0.9%	+$8.59K	0.49%	41
2024 Q3	$1M	Buy	5,029 +1,726	+52%	+$329K	0.51%	39
2024 Q2	$606K	Hold	3,303	–	–	0.34%	49
2024 Q1	$603K	Buy	3,303 +14	+0.4%	+$2.46K	0.35%	50
2023 Q4	$561K	Buy	3,289 +33	+1%	+$5.31K	0.37%	49
2023 Q3	$508K	Buy	3,256 +16	+0.5%	+$2.59K	0.37%	50
2023 Q2	$529K	Hold	3,240	–	–	0.38%	51
2023 Q1	$499K	Buy	+3,240	New	+$496K	0.37%	54

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

TAGStone Capital's VIG Position: Q1 2026 in Review

TAGStone Capital increased its Vanguard Dividend Appreciation ETF (VIG) stake by 7.7% in Q1 2026, buying an estimated $122K and bringing the position to 7,630 shares worth $1.64M. The position accounts for 0.58% of the portfolio, ranked #39.

TAGStone Capital first reported a position in VIG in Q1 2023 and has held it in 13 quarters since. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

TAGStone Capital held 7,630 shares of Vanguard Dividend Appreciation ETF worth $1.64M as of Q1 2026.
TAGStone Capital bought 547 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $122K.
Vanguard Dividend Appreciation ETF made up 0.58% of TAGStone Capital's portfolio in Q1 2026, its #39 holding.
TAGStone Capital first reported a position in Vanguard Dividend Appreciation ETF in Q1 2023 and has held it in 13 quarters since.
2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on TAGStone Capital's 13F filing for Q1 2026, filed 11 May 2026.