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BOLTON SECURITIES CORPORATION’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$1.51M Buy
+7,027
New +$1.57M 0.07% 289
2025
Q3 		$1.25M Buy
+5,772
New +$1.21M 0.06% 328
2025
Q1 		$908K Buy
+4,681
New +$931K 0.05% 358

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's VIG Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q1 2026: 7,027 shares worth $1.51M. The stake represents 0.07% of the portfolio and ranks #289 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in VIG as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in VIG in Q1 2025 and has held it in 3 quarters since. 2,544 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 7,027 shares of Vanguard Dividend Appreciation ETF worth $1.51M as of Q1 2026.
  • Vanguard Dividend Appreciation ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • Vanguard Dividend Appreciation ETF made up 0.07% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #289 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Vanguard Dividend Appreciation ETF in Q1 2025 and has held it in 3 quarters since.
  • 2,544 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.