VIGI — VANGUARD INTL DIVIDEND APPRECIATION ETF

Ownership history in Montecito Bank & Trust  ·  25 quarters on record

AI Ownership Summary

Montecito Bank & Trust reported VANGUARD INTL DIVIDEND APPRECIATION ETF (VIGI) in 25 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 2.05% in 2023 Q4. The latest visible filing shows VIGI at 1.27% 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 VIGI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Montecito Bank & Trust's position in VANGUARD INTL 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
2026 Q1

VIGI was reported at 1.27% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.05% in 2023 Q4

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 2026 Q1

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.

VIGI stock page Montecito Bank & Trust fund profile Montecito Bank & Trust full holdings
How Montecito Bank & Trust held VIGI — position size vs. price
% of Fund (quarterly)    VIGI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 87,282 -4,430 -4.8% 1.27% $7.7M 2026-04-16 $92.67
2025 Q4 REDUCED 91,712 -3,817 -4.0% 1.34% $8.4M 2026-01-09 $92.85
2025 Q3 ADDED 95,529 +8,844 +10.2% 1.33% $8.6M 2025-10-07 $89.51
2025 Q1 ADDED 86,685 +6 +0.0% 1.27% $7.2M 2025-04-17 $80.61
2024 Q4 REDUCED 86,679 -1,685 -1.9% 1.20% $6.9M 2025-01-21 $79.45
2024 Q3 REDUCED 88,364 -2,058 -2.3% 1.33% $7.8M 2024-10-31 $81.07
2024 Q2 REDUCED 90,422 -22,510 -19.9% 1.50% $7.3M 2024-07-17 $81.55
2024 Q1 REDUCED 112,932 -7,486 -6.2% 1.84% $9.2M 2024-04-09 $77.24
2023 Q4 REDUCED 120,418 -7,892 -6.2% 2.05% $9.6M 2024-01-05 $74.63
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VIGI

As of 2026 Q1 — sorted by position size

GEN Financial Management, INC. 11.11% Madson Wealth Advisors Inc 7.1% TILIA FIDUCIARY PARTNERS, INC. 3Y 6.09% Capital Advantage, Inc. 3Y 7Y 5.04% Keystone Financial Group, Inc. 4.72% Buttonwood Financial Advisors Inc. 3Y 3.76% DAGCO, INC. 3Y 7Y 2.68% 21 West Wealth Management LLC 2.61% Infinity Wealth Counsel, LLC 2.5% Focused Wealth Management, Inc 3Y 7Y 2.13%

FAQ About Montecito Bank & Trust and VIGI

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

How long has Montecito Bank & Trust reported owning VIGI?

Montecito Bank & Trust reported VIGI across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported VIGI position in Montecito Bank & Trust's portfolio?

The largest reported portfolio weight for VIGI was 2.05% in 2023 Q4.

What is the latest reported VIGI position on this page?

The most recent filing on this page is 2026 Q1, when Montecito Bank & Trust reported 87,282 shares, equal to 1.27% of portfolio, with an estimated market value of $7.7M.

What does the chart on this VIGI ownership page compare?

The chart compares Montecito Bank & Trust's quarterly VIGI 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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