Towercrest Capital Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Towercrest Capital 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	$589K	Sell	2,741 -260	-9%	-$58K	0.09%	65
2025 Q4	$659K	Hold	3,001	–	–	0.1%	62
2025 Q3	$648K	Hold	3,001	–	–	0.1%	65
2025 Q2	$614K	Buy	3,001 +325	+12%	+$63K	0.11%	60
2025 Q1	$519K	Sell	2,676 -115	-4%	-$22.9K	0.1%	61
2024 Q4	$547K	Hold	2,791	–	–	0.09%	65
2024 Q3	$553K	Sell	2,791 -15	-0.5%	-$2.86K	0.09%	69
2024 Q2	$512K	Hold	2,806	–	–	0.08%	71
2024 Q1	$512K	Hold	2,806	–	–	0.09%	71
2023 Q4	$478K	Buy	2,806 +15	+0.5%	+$2.41K	0.09%	71
2023 Q3	$434K	Hold	2,791	–	–	0.08%	69
2023 Q2	$453K	Hold	2,791	–	–	0.08%	66
2023 Q1	$430K	Hold	2,791	–	–	0.09%	64
2022 Q4	$424K	Buy	2,791 +1,154	+70%	+$172K	0.09%	64
2022 Q3	$221K	Hold	1,637	–	–	0.05%	83
2022 Q2	$235K	Hold	1,637	–	–	0.05%	82
2022 Q1	$265K	Hold	1,637	–	–	0.05%	82
2021 Q4	$281K	Hold	1,637	–	–	0.05%	80
2021 Q3	$251K	Sell	1,637 -80	-5%	-$12.7K	0.05%	86
2021 Q2	$266K	Buy	+1,717	New	+$264K	0.05%	78

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

Towercrest Capital Management's VIG Position: Q1 2026 in Review

Towercrest Capital Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 8.7% in Q1 2026, selling an estimated $58K and leaving 2,741 shares worth $589K. The position accounts for 0.09% of the portfolio, ranked #65.

Towercrest Capital Management first reported a position in VIG in Q2 2021 and has held it in 20 quarters since. The position peaked at $659K in Q4 2025. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Towercrest Capital Management held 2,741 shares of Vanguard Dividend Appreciation ETF worth $589K as of Q1 2026.
Towercrest Capital Management sold 260 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $58K.
Vanguard Dividend Appreciation ETF made up 0.09% of Towercrest Capital Management's portfolio in Q1 2026, its #65 holding.
Towercrest Capital Management first reported a position in Vanguard Dividend Appreciation ETF in Q2 2021 and has held it in 20 quarters since.
Towercrest Capital Management's Vanguard Dividend Appreciation ETF position peaked at $659K in Q4 2025.
2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Towercrest Capital Management's 13F filing for Q1 2026, filed 1 May 2026.