4J Wealth Management
VIG icon

4J Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

4J Wealth Management’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 		$203K Hold
872
– – 0.09% 110
2026
Q2 		$206K Buy
+872
New +$200K 0.1% 110

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Davenport & Co
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Aspiriant LLC
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Cambridge Investment Research Advisors
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4J Wealth Management's VIG Position: Q3 2026 in Review

4J Wealth Management held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q3 2026 at 872 shares worth $203K. The position accounts for 0.09% of the portfolio, ranked #110.

4J Wealth Management first reported a position in VIG in Q2 2026 and has held it in 2 quarters since. The position peaked at $206K in Q2 2026. 1,533 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • 4J Wealth Management held 872 shares of Vanguard Dividend Appreciation ETF worth $203K as of Q3 2026.
  • 4J Wealth Management left its Vanguard Dividend Appreciation ETF share count unchanged in Q3 2026.
  • Vanguard Dividend Appreciation ETF made up 0.09% of 4J Wealth Management's portfolio in Q3 2026, its #110 holding.
  • 4J Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q2 2026 and has held it in 2 quarters since.
  • 4J Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $206K in Q2 2026.
  • 1,533 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on 4J Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.