Accretive Wealth Partners
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Accretive Wealth Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Accretive Wealth Partners’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 		$26.2M Buy
112,426
+17,983
+19% +$4.32M 5.59% 2
2026
Q2 		$22.3M Buy
94,443
+18,000
+24% +$4.13M 5.43% 3
2026
Q1 		$16.4M Buy
76,443
+2,852
+4% +$636K 4.62% 3
2025
Q4 		$16.2M Sell
73,591
-734
-1% -$160K 4.8% 4
2025
Q3 		$16M Buy
74,325
+2,929
+4% +$615K 4.89% 3
2025
Q2 		$14.6M Buy
71,396
+2,093
+3% +$406K 4.79% 3
2025
Q1 		$13.2M Buy
69,303
+10,909
+19% +$2.17M 4.67% 3
2024
Q4 		$11.4M Buy
58,394
+412
+0.7% +$82.3K 4.85% 3
2024
Q3 		$11.5M Sell
57,982
-2,095
-3% -$399K 4.8% 3
2024
Q2 		$11M Buy
60,077
+992
+2% +$179K 4.59% 4
2024
Q1 		$10.5M Buy
59,085
+3,400
+6% +$597K 4.62% 3
2023
Q4 		$9.49M Buy
55,685
+2,138
+4% +$344K 4.56% 3
2023
Q3 		$8.32M Buy
53,547
+1,361
+3% +$221K 4.96% 3
2023
Q2 		$8.48M Buy
52,186
+2,397
+5% +$375K 5.03% 3
2023
Q1 		$7.67M Buy
49,789
+1,216
+3% +$186K 4.91% 2
2022
Q4 		$7.38M Buy
48,573
+2,186
+5% +$326K 5.07% 2
2022
Q3 		$6.27M Buy
46,387
+245
+0.5% +$36.5K 4.78% 2
2022
Q2 		$6.62M Buy
46,142
+1,349
+3% +$205K 4.81% 1
2022
Q1 		$7.26M Buy
44,793
+1,604
+4% +$259K 4.56% 2
2021
Q4 		$7.42M Buy
43,189
+1,876
+5% +$309K 4.72% 2
2021
Q3 		$6.35M Buy
41,313
+660
+2% +$105K 4.48% 2
2021
Q2 		$6.29M Buy
40,653
+7,806
+24% +$1.2M 4.54% 2
2021
Q1 		$4.83M Buy
32,847
+3,021
+10% +$430K 4.35% 2
2020
Q4 		$4.21M Buy
+29,826
New +$4.04M 4.16% 3

Other funds holding VIG

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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Joel Isaacson & Co
Joel Isaacson & Co New York $3.5B AUM 17.42% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Accretive Wealth Partners's VIG Position: Q3 2026 in Review

Accretive Wealth Partners increased its Vanguard Dividend Appreciation ETF (VIG) stake by 19% in Q3 2026, buying an estimated $4.32M and bringing the position to 112,426 shares worth $26.2M. The position accounts for 5.59% of the portfolio, ranked #2.

Accretive Wealth Partners first reported a position in VIG in Q4 2020 and has held it in 24 quarters since. 1,743 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • Accretive Wealth Partners held 112,426 shares of Vanguard Dividend Appreciation ETF worth $26.2M as of Q3 2026.
  • Accretive Wealth Partners bought 17,983 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $4.32M.
  • Vanguard Dividend Appreciation ETF made up 5.59% of Accretive Wealth Partners's portfolio in Q3 2026, its #2 holding.
  • Accretive Wealth Partners first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 24 quarters since.
  • 1,743 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Accretive Wealth Partners's 13F filing for Q3 2026, filed 6 Nov 2026.