VIG β€” Vanguard Dividend Appreciation ETF

Ownership history in CoreFirst Bank & Trust  Β·  18 quarters on record

AI Ownership Summary

CoreFirst Bank & Trust reported Vanguard Dividend Appreciation ETF (VIG) in 18 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.41% in 2024 Q2. The latest visible filing shows VIG at 2.15% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VIG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CoreFirst Bank & Trust's position in Vanguard Dividend Appreciation ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

VIG was reported at 2.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.41% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CoreFirst Bank & Trust held VIG β€” position size vs. price
% of Fund (quarterly)    VIG price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 18,089 +2 +0.0% 2.15% $4.0M 2026-02-14 (Est.) $226.38
2025 Q3 REDUCED 18,087 -643 -3.4% 2.11% $3.9M 2025-11-13 $215.98
2025 Q2 REDUCED 18,730 -106 -0.6% 2.16% $3.8M 2025-08-14 $207.58
2025 Q1 ADDED 18,836 +33 +0.2% 2.35% $3.7M 2025-04-29 $187.12
2024 Q4 REDUCED 18,803 -807 -4.1% 2.19% $3.7M 2025-02-11 $199.94
2024 Q2 REDUCED 19,610 -225 -1.1% 2.41% $3.6M 2024-08-14 $182.64
2024 Q1 REDUCED 19,835 -149 -0.7% 2.26% $3.6M 2024-05-15 $177.37
2023 Q4 ADDED 19,984 +2,103 +11.8% 2.26% $3.4M 2024-03-18 $172.69
10 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding VIG

As of 2026 Q1 β€” sorted by position size

Hamrick Investment Counsel, llc 6.23% Financial Insights, Inc. 3Y 7Y 1.64%

FAQ About CoreFirst Bank & Trust and VIG

These are the practical questions this page is built to answer before you even open the full history table.

How long has CoreFirst Bank & Trust reported owning VIG?

CoreFirst Bank & Trust reported VIG across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VIG position in CoreFirst Bank & Trust's portfolio?

The largest reported portfolio weight for VIG was 2.41% in 2024 Q2.

What is the latest reported VIG position on this page?

The most recent filing on this page is 2025 Q4, when CoreFirst Bank & Trust reported 18,089 shares, equal to 2.15% of portfolio, with an estimated market value of $4.0M.

What does the chart on this VIG ownership page compare?

The chart compares CoreFirst Bank & Trust's quarterly VIG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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