Waterloo Capital’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Waterloo Capital’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 Q2	$644K	Buy	2,721 +1,605	+144%	+$369K	0.04%	310
2026 Q1	$240K	Buy	1,116 +4	+0.4%	+$892	0.02%	439
2025 Q4	$244K	Buy	1,112 +8	+0.7%	+$1.75K	0.02%	415
2025 Q3	$238K	Buy	1,104 +4	+0.4%	+$840	0.02%	402
2025 Q2	$225K	Hold	1,100	–	–	0.02%	422
2025 Q1	$213K	Buy	+1,100	New	+$219K	0.02%	372
2024 Q3	–	Sell	-1,112	Closed	-$203K	–	395
2024 Q2	$203K	Buy	+1,112	New	+$200K	0.02%	337

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $672B AUM 33.48% 1-Year Est. Return

Waterloo Capital's VIG Position: Q2 2026 in Review

Waterloo Capital increased its Vanguard Dividend Appreciation ETF (VIG) stake by 144% in Q2 2026, buying an estimated $369K and bringing the position to 2,721 shares worth $644K. The position accounts for 0.04% of the portfolio, ranked #310.

Waterloo Capital first reported a position in VIG in Q2 2024 and has held it in 7 quarters since. 2,603 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Waterloo Capital held 2,721 shares of Vanguard Dividend Appreciation ETF worth $644K as of Q2 2026.
Waterloo Capital bought 1,605 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $369K.
Vanguard Dividend Appreciation ETF made up 0.04% of Waterloo Capital's portfolio in Q2 2026, its #310 holding.
Waterloo Capital first reported a position in Vanguard Dividend Appreciation ETF in Q2 2024 and has held it in 7 quarters since.
2,603 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.