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

Whitener 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 Q2	$560K	Buy	2,367 +554	+31%	+$127K	0.12%	121
2026 Q1	$390K	Buy	1,813 +46	+3%	+$10.3K	0.09%	136
2025 Q4	$388K	Buy	1,767 +62	+4%	+$13.5K	0.09%	130
2025 Q3	$368K	Buy	1,705 +50	+3%	+$10.5K	0.09%	129
2025 Q2	$339K	Buy	1,655 +120	+8%	+$23.3K	0.09%	129
2025 Q1	$298K	Sell	1,535 -48	-3%	-$9.54K	0.08%	130
2024 Q4	$310K	Buy	1,583 +159	+11%	+$31.7K	0.09%	126
2024 Q3	$282K	Buy	1,424 +60	+4%	+$11.4K	0.08%	133
2024 Q2	$249K	Hold	1,364	–	–	0.08%	138
2024 Q1	$249K	Buy	+1,364	New	+$240K	0.08%	137
2019 Q4	–	Sell	-860	Closed	-$102K	–	418
2019 Q3	$102K	Hold	860	–	–	0.06%	166
2019 Q2	$99K	Hold	860	–	–	0.06%	169
2019 Q1	$94K	Buy	860 +70	+9%	+$7.38K	0.06%	164
2018 Q4	$77K	Hold	790	–	–	0.06%	165
2018 Q3	$87K	Buy	+790	New	+$84.9K	0.06%	161
2018 Q2	–	Sell	-790	Closed	-$79K	–	391
2018 Q1	$79K	Hold	790	–	–	0.06%	159
2017 Q4	$80K	Buy	+790	New	+$77.8K	0.07%	160

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

Whitener Capital Management's VIG Position: Q2 2026 in Review

Whitener Capital Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 31% in Q2 2026, buying an estimated $127K and bringing the position to 2,367 shares worth $560K. The position accounts for 0.12% of the portfolio, ranked #121.

Whitener Capital Management first reported a position in VIG in Q4 2017 and has held it in 17 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Whitener Capital Management held 2,367 shares of Vanguard Dividend Appreciation ETF worth $560K as of Q2 2026.
Whitener Capital Management bought 554 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $127K.
Vanguard Dividend Appreciation ETF made up 0.12% of Whitener Capital Management's portfolio in Q2 2026, its #121 holding.
Whitener Capital Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2017 and has held it in 17 quarters since.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Whitener Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.