ABLE Financial Group
VIG icon

ABLE Financial Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

ABLE Financial Group’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 		$753K Sell
3,228
-1,322
-29% -$318K 0.12% 110
2026
Q2 		$1.08M Buy
4,550
+2,284
+101% +$524K 0.18% 92
2026
Q1 		$487K Sell
2,266
-222
-9% -$49.5K 0.1% 139
2025
Q4 		$547K Hold
2,488
– – 0.11% 125
2025
Q3 		$537K Sell
2,488
-13
-0.5% -$2.73K 0.12% 121
2025
Q2 		$512K Sell
2,501
-190
-7% -$36.8K 0.12% 120
2025
Q1 		$522K Buy
2,691
+163
+6% +$32.4K 0.15% 101
2024
Q4 		$495K Sell
2,528
-64
-2% -$12.8K 0.15% 103
2024
Q3 		$513K Buy
2,592
+395
+18% +$75.2K 0.16% 99
2024
Q2 		$401K Buy
2,197
+106
+5% +$19.1K 0.15% 109
2024
Q1 		$382K Hold
2,091
– – 0.15% 104
2023
Q4 		$356K Sell
2,091
-126
-6% -$20.3K 0.15% 102
2023
Q3 		$344K Buy
2,217
+101
+5% +$16.4K 0.17% 101
2023
Q2 		$344K Sell
2,116
-701
-25% -$110K 0.18% 92
2023
Q1 		$434K Buy
+2,817
New +$432K 0.28% 75

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HB Wealth Management
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SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Diversified Enterprises
Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Paragon Capital Management (Colorado)
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return

ABLE Financial Group's VIG Position: Q3 2026 in Review

ABLE Financial Group reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 29% in Q3 2026, selling an estimated $318K and leaving 3,228 shares worth $753K. The position accounts for 0.12% of the portfolio, ranked #110.

ABLE Financial Group first reported a position in VIG in Q1 2023 and has held it in 15 quarters since. The position peaked at $1.08M in Q2 2026. 936 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • ABLE Financial Group held 3,228 shares of Vanguard Dividend Appreciation ETF worth $753K as of Q3 2026.
  • ABLE Financial Group sold 1,322 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $318K.
  • Vanguard Dividend Appreciation ETF made up 0.12% of ABLE Financial Group's portfolio in Q3 2026, its #110 holding.
  • ABLE Financial Group first reported a position in Vanguard Dividend Appreciation ETF in Q1 2023 and has held it in 15 quarters since.
  • ABLE Financial Group's Vanguard Dividend Appreciation ETF position peaked at $1.08M in Q2 2026.
  • 936 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on ABLE Financial Group's 13F filing for Q3 2026, filed 14 Oct 2026.