Wick Capital Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Wick Capital Partners’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	$952K	Buy	4,425 +1,059	+31%	+$236K	0.17%	57
2025 Q4	$740K	Sell	3,366 -168	-5%	-$36.7K	0.13%	67
2025 Q3	$763K	Sell	3,534 -5,820	-62%	-$1.22M	0.18%	55
2025 Q2	$725K	Buy	9,354 +5,370	+135%	+$1.04M	0.19%	55
2025 Q1	$773K	Buy	3,984 +628	+19%	+$125K	0.23%	48
2024 Q4	$657K	Buy	3,356 +1	+0%	+$200	0.19%	49
2024 Q3	$664K	Buy	3,355 +1	+0%	+$190	0.21%	46
2024 Q2	$612K	Buy	+3,354	New	+$604K	0.21%	46
2024 Q1	–	Sell	-2,838	Closed	-$484K	–	63
2023 Q4	$484K	Sell	2,838 -324	-10%	-$52.1K	0.2%	45
2023 Q3	$491K	Buy	3,162 +34	+1%	+$5.51K	0.28%	41
2023 Q2	$508K	Sell	3,128 -20	-0.6%	-$3.13K	0.3%	31
2023 Q1	$485K	Sell	3,148 -339	-10%	-$51.9K	0.28%	39
2022 Q4	$530K	Sell	3,487 -135	-4%	-$20.1K	0.3%	35
2022 Q3	$490K	Hold	3,622	–	–	0.32%	30
2022 Q2	$520K	Sell	3,622 -13	-0.4%	-$1.98K	0.36%	30
2022 Q1	$589K	Sell	3,635 -35	-1%	-$5.65K	0.39%	26
2021 Q4	$630K	Buy	+3,670	New	+$605K	0.49%	27

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 $17.8B AUM 24.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wick Capital Partners's VIG Position: Q1 2026 in Review

Wick Capital Partners increased its Vanguard Dividend Appreciation ETF (VIG) stake by 31% in Q1 2026, buying an estimated $236K and bringing the position to 4,425 shares worth $952K. The position accounts for 0.17% of the portfolio, ranked #57.

Wick Capital Partners first reported a position in VIG in Q4 2021 and has held it in 17 quarters since. 2,515 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Wick Capital Partners held 4,425 shares of Vanguard Dividend Appreciation ETF worth $952K as of Q1 2026.
Wick Capital Partners bought 1,059 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $236K.
Vanguard Dividend Appreciation ETF made up 0.17% of Wick Capital Partners's portfolio in Q1 2026, its #57 holding.
Wick Capital Partners first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 17 quarters since.
2,515 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Wick Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.