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

4Wealth Advisors’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	$508K	Buy	+2,162	New	+$519K	0.35%	69

Other funds holding VIG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Joel Isaacson & Co New York $3.5B AUM 17.42% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return

4Wealth Advisors's VIG Position: Q3 2026 in Review

4Wealth Advisors opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q3 2026: 2,162 shares worth $508K. The stake represents 0.35% of the portfolio and ranks #69 among its holdings.

1,705 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

4Wealth Advisors held 2,162 shares of Vanguard Dividend Appreciation ETF worth $508K as of Q3 2026.
Vanguard Dividend Appreciation ETF was a new 4Wealth Advisors position in Q3 2026.
Vanguard Dividend Appreciation ETF made up 0.35% of 4Wealth Advisors's portfolio in Q3 2026, its #69 holding.
1,705 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on 4Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.