Private Capital's VIG Position Overview
Private Capital (via Private Capital Management, LLC) currently holds 21,170 shares of Vanguard Dividend Appreciation ETF (VIG) worth $4.65 M, representing 0.43% of the portfolio. First purchased in 2022-Q1, this medium-term investment has been held for 16 quarters.
Based on 13F filings, Private Capital has maintained a strategic position in VIG, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2023, adding 6,210 shares. Largest reduction occurred in Q3 2025, reducing 1,277 shares.
Analysis based on 13F filings available since 2013 Q2
Private Capital's Vanguard Dividend Appreciation ETF (VIG) Holding Value Over Time
Track share changes against reported price movement
Quarterly Vanguard Dividend Appreciation ETF (VIG) Trades by Private Capital
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +221 | Add 1.05% | 21,170 | $219.78 |
| Q3 2025 | -1,277 | Reduce 5.75% | 20,949 | $215.79 |
| Q2 2025 | +188 | Add 0.85% | 22,226 | $204.67 |
| Q1 2025 | +611 | Add 2.85% | 22,038 | $193.99 |
| Q4 2024 | -236 | Reduce 1.09% | 21,427 | $195.83 |
| Q3 2024 | -394 | Reduce 1.79% | 21,663 | $198.06 |
| Q2 2024 | -288 | Reduce 1.29% | 22,057 | $182.55 |
| Q1 2024 | -779 | Reduce 3.37% | 22,345 | $182.61 |
| Q4 2023 | -224 | Reduce 0.96% | 23,124 | $170.40 |
| Q3 2023 | -711 | Reduce 2.96% | 23,348 | $155.38 |
| Q2 2023 | +6,210 | Add 34.79% | 24,059 | $162.43 |
| Q1 2023 | +2,167 | Add 13.82% | 17,849 | $154.01 |
| Q4 2022 | +194 | Add 1.25% | 15,682 | $151.85 |
| Q3 2022 | +5,649 | Add 57.41% | 15,488 | $135.14 |
| Q2 2022 | -21 | Reduce 0.21% | 9,839 | $143.51 |
| Q1 2022 | +9,860 | New Buy | 9,860 | $162.17 |
Private Capital's Vanguard Dividend Appreciation ETF Investment FAQs
Private Capital first purchased Vanguard Dividend Appreciation ETF (VIG) in Q1 2022, acquiring 9,860 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Private Capital has held Vanguard Dividend Appreciation ETF (VIG) for 16 quarters since Q1 2022.
Private Capital's largest addition to Vanguard Dividend Appreciation ETF (VIG) was in Q1 2022, adding 9,860 shares worth $1.6 M.
According to the latest 13F filing for Q4 2025, Private Capital's firm, Private Capital Management, LLC, owns 21,170 shares of Vanguard Dividend Appreciation ETF (VIG), valued at approximately $4.65 M.
As of the Q4 2025 filing, Vanguard Dividend Appreciation ETF (VIG) represents approximately 0.43% of Private Capital's publicly disclosed stock portfolio, making it one of their key holdings.
Private Capital's peak holding in Vanguard Dividend Appreciation ETF (VIG) was 24,059 shares, as reported at the end of Q2 2023.