Able Wealth Management
VIG icon

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

Able 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 		$352K Hold
1,489
– – 0.08% 96
2026
Q2 		$352K Sell
1,489
-1,426
-49% -$327K 0.08% 101
2026
Q1 		$627K Sell
2,915
-80
-3% -$17.8K 0.17% 74
2025
Q4 		$658K Buy
2,995
+1,607
+116% +$351K 0.21% 61
2025
Q3 		$300K Sell
1,388
-1,250
-47% -$262K 0.11% 86
2025
Q2 		$540K Buy
2,638
+1,425
+117% +$276K 0.27% 62
2025
Q1 		$235K Buy
1,213
+60
+5% +$11.9K 0.14% 89
2024
Q4 		$226K Sell
1,153
-173
-13% -$34.5K 0.15% 85
2024
Q3 		$263K Hold
1,326
– – 0.2% 78
2024
Q2 		$242K Hold
1,326
– – 0.2% 72
2024
Q1 		$242K Buy
1,326
+248
+23% +$43.6K 0.21% 78
2023
Q4 		$184K Buy
+1,078
New +$173K 0.17% 77

Other funds holding VIG

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
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
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Able Wealth Management's VIG Position: Q3 2026 in Review

Able Wealth Management held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q3 2026 at 1,489 shares worth $352K. The position accounts for 0.08% of the portfolio, ranked #96.

Able Wealth Management first reported a position in VIG in Q4 2023 and has held it in 12 quarters since. The position peaked at $658K in Q4 2025. 1,025 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • Able Wealth Management held 1,489 shares of Vanguard Dividend Appreciation ETF worth $352K as of Q3 2026.
  • Able Wealth Management left its Vanguard Dividend Appreciation ETF share count unchanged in Q3 2026.
  • Vanguard Dividend Appreciation ETF made up 0.08% of Able Wealth Management's portfolio in Q3 2026, its #96 holding.
  • Able Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 12 quarters since.
  • Able Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $658K in Q4 2025.
  • 1,025 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Able Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.