U.S. Capital Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

U.S. Capital Wealth 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	$2.78M	Buy	12,938 +8,267	+177%	+$1.84M	0.07%	274
2025 Q4	$1.03M	Buy	4,671 +184	+4%	+$40.2K	0.03%	477
2025 Q3	$968K	Sell	4,487 -1,339	-23%	-$281K	0.03%	475
2025 Q2	$1.19M	Sell	5,826 -10,736	-65%	-$2.08M	0.03%	388
2025 Q1	$3.21M	Buy	16,562 +265	+2%	+$52.7K	0.1%	213
2024 Q4	$3.19M	Buy	16,297 +3,183	+24%	+$635K	0.1%	212
2024 Q3	$2.6M	Buy	13,114 +507	+4%	+$96.5K	0.09%	205
2024 Q2	$2.3M	Buy	12,607 +163	+1%	+$29.3K	0.09%	217
2024 Q1	$2.27M	Sell	12,444 -211	-2%	-$37.1K	0.09%	211
2023 Q4	$2.16M	Sell	12,655 -3,170	-20%	-$510K	0.09%	207
2023 Q3	$2.46M	Buy	15,825 +157	+1%	+$25.4K	0.11%	170
2023 Q2	$2.54M	Buy	15,668 +2,570	+20%	+$402K	0.12%	170
2023 Q1	$2.02M	Buy	13,098 +801	+7%	+$123K	0.09%	209
2022 Q4	$1.87M	Sell	12,297 -544	-4%	-$81.1K	0.09%	219
2022 Q3	$1.74M	Sell	12,841 -2,186	-15%	-$325K	0.09%	219
2022 Q2	$2.16M	Buy	15,027 +179	+1%	+$27.2K	0.09%	200
2022 Q1	$2.41M	Buy	14,848 +565	+4%	+$91.2K	0.09%	215
2021 Q4	$2.45M	Buy	14,283 +2,760	+24%	+$455K	0.1%	226
2021 Q3	$1.77M	Buy	+11,523	New	+$1.84M	0.08%	270

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

U.S. Capital Wealth Advisors's VIG Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 177% in Q1 2026, buying an estimated $1.84M and bringing the position to 12,938 shares worth $2.78M. The position accounts for 0.07% of the portfolio, ranked #274.

U.S. Capital Wealth Advisors first reported a position in VIG in Q3 2021 and has held it in 19 quarters since. The position peaked at $3.21M in Q1 2025. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

U.S. Capital Wealth Advisors held 12,938 shares of Vanguard Dividend Appreciation ETF worth $2.78M as of Q1 2026.
U.S. Capital Wealth Advisors bought 8,267 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $1.84M.
Vanguard Dividend Appreciation ETF made up 0.07% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #274 holding.
U.S. Capital Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q3 2021 and has held it in 19 quarters since.
U.S. Capital Wealth Advisors's Vanguard Dividend Appreciation ETF position peaked at $3.21M in Q1 2025.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.