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

Wolfstich 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	$1.18M	Buy	+5,581	New	+$1.24M	1.03%	16
2025 Q4	–	Sell	-6,186	Closed	-$1.33M	–	21
2025 Q3	$1.33M	Hold	6,186	–	–	2.72%	8
2025 Q2	$1.27M	Buy	6,186 +1,658	+37%	+$321K	2.78%	7
2025 Q1	$878K	Hold	4,528	–	–	0.79%	16
2024 Q4	$887K	Buy	+4,528	New	+$904K	0.79%	16

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

Wolfstich Capital's VIG Position: Q1 2026 in Review

Wolfstich Capital opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q1 2026: 5,581 shares worth $1.18M. The stake represents 1.03% of the portfolio and ranks #16 among its holdings. This is a return to the name: Wolfstich Capital previously reported a position in VIG as recently as Q3 2025.

Wolfstich Capital first reported a position in VIG in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.33M in Q3 2025. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Wolfstich Capital held 5,581 shares of Vanguard Dividend Appreciation ETF worth $1.18M as of Q1 2026.
Vanguard Dividend Appreciation ETF was a new Wolfstich Capital position in Q1 2026.
Vanguard Dividend Appreciation ETF made up 1.03% of Wolfstich Capital's portfolio in Q1 2026, its #16 holding.
Wolfstich Capital first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 5 quarters since.
Wolfstich Capital's Vanguard Dividend Appreciation ETF position peaked at $1.33M in Q3 2025.
2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Wolfstich Capital's 13F filing for Q1 2026, filed 21 Apr 2026.