STACKSTONE WEALTH, LLC’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

STACKSTONE WEALTH, LLC’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 Q3	$937K	Buy	+4,017	New	+$965K	0.09%	186

Other funds holding VIG

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Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return

PCMC

Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

STACKSTONE WEALTH, LLC's VIG Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q3 2026: 4,017 shares worth $937K. The stake represents 0.09% of the portfolio and ranks #186 among its holdings.

641 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

STACKSTONE WEALTH, LLC held 4,017 shares of Vanguard Dividend Appreciation ETF worth $937K as of Q3 2026.
Vanguard Dividend Appreciation ETF was a new STACKSTONE WEALTH, LLC position in Q3 2026.
Vanguard Dividend Appreciation ETF made up 0.09% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #186 holding.
641 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.