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

Twin Lakes 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	$35.8K	Buy	167 +1	+0.6%	+$223	0.02%	149
2025 Q4	$36.5K	Buy	166 +1	+0.6%	+$218	0.02%	148
2025 Q3	$35.5K	Buy	165 +1	+0.6%	+$210	0.02%	150
2025 Q2	$33.5K	Hold	164	–	–	0.02%	147
2025 Q1	$31.8K	Sell	164 -349	-68%	-$69.4K	0.02%	150
2024 Q4	$100K	Buy	513 +1	+0.2%	+$200	0.06%	103
2024 Q3	$101K	Buy	512 +1	+0.2%	+$190	0.07%	103
2024 Q2	$93.3K	Hold	511	–	–	0.06%	105
2024 Q1	$93.3K	Buy	511 +1	+0.2%	+$176	0.06%	107
2023 Q4	$86.9K	Buy	510 +1	+0.2%	+$161	0.06%	108
2023 Q3	$79K	Buy	509 +1	+0.2%	+$162	0.06%	112
2023 Q2	$82.5K	Hold	508	–	–	0.06%	112
2023 Q1	$78.2K	Buy	508 +1	+0.2%	+$153	0.06%	111
2022 Q4	$77K	Buy	507 +1	+0.2%	+$149	0.06%	113
2022 Q3	$68K	Buy	506 +1	+0.2%	+$149	0.05%	121
2022 Q2	$73K	Hold	505	–	–	0.05%	98
2022 Q1	$82K	Buy	505 +1	+0.2%	+$161	0.05%	127
2021 Q4	$87K	Buy	504 +1	+0.2%	+$165	0.05%	126
2021 Q3	$77K	Hold	503	–	–	0.05%	124
2021 Q2	$78K	Buy	503 +1	+0.2%	+$153	0.04%	113
2021 Q1	$74K	Buy	+502	New	+$71.4K	0.05%	110

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

Twin Lakes Capital Management's VIG Position: Q1 2026 in Review

Twin Lakes Capital Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.6% in Q1 2026, buying an estimated $223 and bringing the position to 167 shares worth $35.8K. The position accounts for 0.02% of the portfolio, ranked #149.

Twin Lakes Capital Management first reported a position in VIG in Q1 2021 and has held it in 21 quarters since. The position peaked at $101K in Q3 2024. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Twin Lakes Capital Management held 167 shares of Vanguard Dividend Appreciation ETF worth $35.8K as of Q1 2026.
Twin Lakes Capital Management bought 1 Vanguard Dividend Appreciation ETF share in Q1 2026, an estimated $223.
Vanguard Dividend Appreciation ETF made up 0.02% of Twin Lakes Capital Management's portfolio in Q1 2026, its #149 holding.
Twin Lakes Capital Management first reported a position in Vanguard Dividend Appreciation ETF in Q1 2021 and has held it in 21 quarters since.
Twin Lakes Capital Management's Vanguard Dividend Appreciation ETF position peaked at $101K in Q3 2024.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Twin Lakes Capital Management's 13F filing for Q1 2026, filed 18 May 2026.