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

WealthBridge 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 		$6.65M Buy
30,943
+925
+3% +$206K 1.53% 14
2025
Q4 		$6.6M Sell
30,018
-430
-1% -$94K 1.5% 14
2025
Q3 		$6.57M Buy
30,448
+989
+3% +$208K 1.54% 15
2025
Q2 		$6.03M Buy
29,459
+20
+0.1% +$3.88K 1.53% 14
2025
Q1 		$5.71M Buy
29,439
+25
+0.1% +$4.97K 1.61% 13
2024
Q4 		$5.76M Buy
29,414
+684
+2% +$137K 1.6% 13
2024
Q3 		$5.69M Buy
28,730
+832
+3% +$158K 1.63% 12
2024
Q2 		$5.09M Buy
27,898
+577
+2% +$104K 1.68% 16
2024
Q1 		$4.99M Buy
27,321
+827
+3% +$145K 1.68% 14
2023
Q4 		$4.51M Buy
26,494
+213
+0.8% +$34.3K 1.69% 15
2023
Q3 		$4.08M Buy
26,281
+512
+2% +$83K 1.69% 14
2023
Q2 		$4.19M Buy
25,769
+210
+0.8% +$32.9K 1.67% 13
2023
Q1 		$3.94M Buy
25,559
+249
+1% +$38.1K 1.57% 13
2022
Q4 		$3.84M Buy
25,310
+212
+0.8% +$31.6K 1.61% 11
2022
Q3 		$3.6M Hold
25,098
– – 1.54% 14
2022
Q2 		$3.6M Buy
25,098
+477
+2% +$72.6K 1.54% 14
2022
Q1 		$3.99M Sell
24,621
-1,508
-6% -$243K 1.49% 16
2021
Q4 		$4.49M Sell
26,129
-2,903
-10% -$478K 1.68% 13
2021
Q3 		$4.46M Sell
29,032
-782
-3% -$125K 1.67% 16
2021
Q2 		$4.62M Buy
29,814
+3,788
+15% +$581K 1.68% 16
2021
Q1 		$3.83M Buy
26,026
+638
+3% +$90.8K 1.56% 17
2020
Q4 		$3.58M Buy
25,388
+886
+4% +$120K 1.57% 18
2020
Q3 		$3.15M Sell
24,502
-109
-0.4% -$13.7K 1.62% 16
2020
Q2 		$2.88M Buy
24,611
+1,902
+8% +$217K 1.63% 17
2020
Q1 		$2.35M Buy
+22,709
New +$2.71M 1.63% 16
2019
Q2 		– Sell
-595
Closed -$66K – 849
2019
Q1 		$66K Hold
595
– – 0.04% 241
2018
Q4 		$58K Buy
+595
New +$62K 0.04% 231

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WealthBridge Capital Management's VIG Position: Q1 2026 in Review

WealthBridge Capital Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 3.1% in Q1 2026, buying an estimated $206K and bringing the position to 30,943 shares worth $6.65M. The position accounts for 1.53% of the portfolio, ranked #14.

WealthBridge Capital Management first reported a position in VIG in Q4 2018 and has held it in 27 quarters since. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • WealthBridge Capital Management held 30,943 shares of Vanguard Dividend Appreciation ETF worth $6.65M as of Q1 2026.
  • WealthBridge Capital Management bought 925 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $206K.
  • Vanguard Dividend Appreciation ETF made up 1.53% of WealthBridge Capital Management's portfolio in Q1 2026, its #14 holding.
  • WealthBridge Capital Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2018 and has held it in 27 quarters since.
  • 2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on WealthBridge Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.