Trifecta Capital Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Trifecta Capital Advisors’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	$1.19M	Buy	5,520 +29	+0.5%	+$6.46K	0.18%	58
2025 Q4	$1.21M	Sell	5,491 -142	-3%	-$31K	0.18%	58
2025 Q3	$1.22M	Buy	5,633 +4	+0.1%	+$840	0.18%	58
2025 Q2	$1.15M	Hold	5,629	–	–	0.19%	55
2025 Q1	$1.09M	Buy	5,629 +6	+0.1%	+$1.19K	0.23%	53
2024 Q4	$1.1M	Sell	5,623 -7	-0.1%	-$1.4K	0.22%	53
2024 Q3	$1.11M	Buy	5,630 +5	+0.1%	+$952	0.23%	54
2024 Q2	$1.03M	Sell	5,625 -1,007	-15%	-$181K	0.23%	55
2024 Q1	$1.21M	Sell	6,632 -595	-8%	-$105K	0.29%	57
2023 Q4	$1.23M	Buy	7,227 +90	+1%	+$14.5K	0.34%	55
2023 Q3	$1.11M	Buy	7,137 +25	+0.4%	+$4.05K	0.36%	54
2023 Q2	$1.16M	Buy	7,112 +145	+2%	+$22.7K	0.37%	51
2023 Q1	$1.07M	Buy	6,967 +150	+2%	+$23K	0.38%	56
2022 Q4	$1.04M	Buy	+6,817	New	+$1.02M	0.41%	57

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 $17.8B AUM 24.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Trifecta Capital Advisors's VIG Position: Q1 2026 in Review

Trifecta Capital Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.53% in Q1 2026, buying an estimated $6.46K and bringing the position to 5,520 shares worth $1.19M. The position accounts for 0.18% of the portfolio, ranked #58.

Trifecta Capital Advisors first reported a position in VIG in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.23M in Q4 2023. 2,515 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Trifecta Capital Advisors held 5,520 shares of Vanguard Dividend Appreciation ETF worth $1.19M as of Q1 2026.
Trifecta Capital Advisors bought 29 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $6.46K.
Vanguard Dividend Appreciation ETF made up 0.18% of Trifecta Capital Advisors's portfolio in Q1 2026, its #58 holding.
Trifecta Capital Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 14 quarters since.
Trifecta Capital Advisors's Vanguard Dividend Appreciation ETF position peaked at $1.23M in Q4 2023.
2,515 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

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