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

Activest 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	$21.2K	Hold	91	–	–	﹤0.01%	436
2026 Q2	$21.5K	Hold	91	–	–	﹤0.01%	435
2026 Q1	$19.5K	Sell	91 -293	-76%	-$65.3K	﹤0.01%	526
2025 Q4	$84.4K	Buy	384 +369	+2,460%	+$80.6K	0.02%	238
2025 Q3	$3.17K	Hold	15	–	–	﹤0.01%	720
2025 Q2	$2.99K	Hold	15	–	–	﹤0.01%	629
2025 Q1	$2.84K	Hold	15	–	–	﹤0.01%	595
2024 Q4	$2.85K	Sell	15 -74	-83%	-$14.8K	﹤0.01%	410
2024 Q3	$17.7K	Buy	89 +75	+536%	+$14.3K	0.01%	260
2024 Q2	$2.62K	Hold	14	–	–	﹤0.01%	383
2024 Q1	$2.62K	Hold	14	–	–	﹤0.01%	294
2023 Q4	$2.43K	Hold	14	–	–	﹤0.01%	262
2023 Q3	$2.2K	Hold	14	–	–	﹤0.01%	266
2023 Q2	$2.14K	Hold	14	–	–	﹤0.01%	258
2023 Q1	$2.14K	Buy	+14	New	+$2.14K	﹤0.01%	251

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

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

Activest Wealth Management held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q3 2026 at 91 shares worth $21.2K. The position accounts for ﹤0.01% of the portfolio, ranked #436.

Activest Wealth Management first reported a position in VIG in Q1 2023 and has held it in 15 quarters since. The position peaked at $84.4K in Q4 2025. 1,712 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

Activest Wealth Management held 91 shares of Vanguard Dividend Appreciation ETF worth $21.2K as of Q3 2026.
Activest Wealth Management left its Vanguard Dividend Appreciation ETF share count unchanged in Q3 2026.
Vanguard Dividend Appreciation ETF made up ﹤0.01% of Activest Wealth Management's portfolio in Q3 2026, its #436 holding.
Activest Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q1 2023 and has held it in 15 quarters since.
Activest Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $84.4K in Q4 2025.
1,712 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.