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 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 $1.37T 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

Waterloo Capital's VIG Position: Q1 2026 in Review

Waterloo Capital increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.36% in Q1 2026, buying an estimated $892 and bringing the position to 1,116 shares worth $240K. The position accounts for 0.02% of the portfolio, ranked #439.

Waterloo Capital first reported a position in VIG in Q2 2024 and has held it in 6 quarters since. The position peaked at $244K in Q4 2025. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Waterloo Capital held 1,116 shares of Vanguard Dividend Appreciation ETF worth $240K as of Q1 2026.
Waterloo Capital bought 4 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $892.
Vanguard Dividend Appreciation ETF made up 0.02% of Waterloo Capital's portfolio in Q1 2026, its #439 holding.
Waterloo Capital first reported a position in Vanguard Dividend Appreciation ETF in Q2 2024 and has held it in 6 quarters since.
Waterloo Capital's Vanguard Dividend Appreciation ETF position peaked at $244K in Q4 2025.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Waterloo Capital's 13F filing for Q1 2026, filed 12 May 2026.