Valley Brook Capital Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Valley Brook Capital Group’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	$211K	Buy	981 +1	+0.1%	+$223	0.14%	105
2025 Q4	$215K	Buy	980 +3	+0.3%	+$655	0.14%	110
2025 Q3	$211K	Buy	+977	New	+$205K	0.14%	117
2021 Q2	–	Sell	-941	Closed	-$138K	–	419
2021 Q1	$138K	Buy	941 +1	+0.1%	+$142	0.12%	133
2020 Q4	$132K	Buy	+940	New	+$127K	0.13%	127

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

Valley Brook Capital Group's VIG Position: Q1 2026 in Review

Valley Brook Capital Group increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.1% in Q1 2026, buying an estimated $223 and bringing the position to 981 shares worth $211K. The position accounts for 0.14% of the portfolio, ranked #105.

Valley Brook Capital Group first reported a position in VIG in Q4 2020 and has held it in 5 quarters since. The position peaked at $215K in Q4 2025. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Valley Brook Capital Group held 981 shares of Vanguard Dividend Appreciation ETF worth $211K as of Q1 2026.
Valley Brook Capital Group bought 1 Vanguard Dividend Appreciation ETF share in Q1 2026, an estimated $223.
Vanguard Dividend Appreciation ETF made up 0.14% of Valley Brook Capital Group's portfolio in Q1 2026, its #105 holding.
Valley Brook Capital Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 5 quarters since.
Valley Brook Capital Group's Vanguard Dividend Appreciation ETF position peaked at $215K in Q4 2025.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Valley Brook Capital Group's 13F filing for Q1 2026, filed 8 May 2026.