AAFMAA Wealth Management & Trust
VIG icon

AAFMAA Wealth Management & Trust’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

AAFMAA Wealth Management & Trust’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 		$3.78M Buy
16,191
+1,817
+13% +$436K 1.3% 18
2026
Q2 		$3.4M Buy
14,374
+2,117
+17% +$486K 1.19% 19
2026
Q1 		$2.64M Buy
12,257
+3,864
+46% +$861K 1.02% 20
2025
Q4 		$1.84M Sell
8,393
-1,014
-11% -$222K 0.72% 36
2025
Q3 		$2.03M Buy
9,407
+497
+6% +$104K 0.81% 33
2025
Q2 		$1.82M Buy
8,910
+3,547
+66% +$687K 0.75% 37
2025
Q1 		$1.04M Sell
5,363
-44,611
-89% -$8.87M 0.47% 68
2024
Q4 		$9.8M Buy
49,974
+2,097
+4% +$419K 4.29% 6
2024
Q3 		$9.48M Buy
+47,877
New +$9.12M 4.18% 6

Other funds holding VIG

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $225B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

AAFMAA Wealth Management & Trust's VIG Position: Q3 2026 in Review

AAFMAA Wealth Management & Trust increased its Vanguard Dividend Appreciation ETF (VIG) stake by 13% in Q3 2026, buying an estimated $436K and bringing the position to 16,191 shares worth $3.78M. The position accounts for 1.3% of the portfolio, ranked #18.

AAFMAA Wealth Management & Trust first reported a position in VIG in Q3 2024 and has held it in 9 quarters since. The position peaked at $9.8M in Q4 2024. 2,356 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • AAFMAA Wealth Management & Trust held 16,191 shares of Vanguard Dividend Appreciation ETF worth $3.78M as of Q3 2026.
  • AAFMAA Wealth Management & Trust bought 1,817 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $436K.
  • Vanguard Dividend Appreciation ETF made up 1.3% of AAFMAA Wealth Management & Trust's portfolio in Q3 2026, its #18 holding.
  • AAFMAA Wealth Management & Trust first reported a position in Vanguard Dividend Appreciation ETF in Q3 2024 and has held it in 9 quarters since.
  • AAFMAA Wealth Management & Trust's Vanguard Dividend Appreciation ETF position peaked at $9.8M in Q4 2024.
  • 2,356 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on AAFMAA Wealth Management & Trust's 13F filing for Q3 2026, filed 14 Oct 2026.