Affiance Financial’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $3.27M | Buy |
14,027
+55
| +0.4% | +$13.2K | 0.47% | 28 |
|
|
2026
Q2 | $3.31M | Buy |
13,972
+57
| +0.4% | +$13.1K | 0.48% | 27 |
|
|
2026
Q1 | $2.99M | Sell |
13,915
-23
| -0.2% | -$5.13K | 0.48% | 26 |
|
|
2025
Q4 | $3.06M | Hold |
13,938
| – | – | 0.49% | 24 |
|
|
2025
Q3 | $3.01M | Buy |
13,938
+323
| +2% | +$67.8K | 0.55% | 24 |
|
|
2025
Q2 | $2.79M | Hold |
13,615
| – | – | 0.57% | 24 |
|
|
2025
Q1 | $2.64M | Hold |
13,615
| – | – | 0.61% | 25 |
|
|
2024
Q4 | $2.67M | Buy |
13,615
+17
| +0.1% | +$3.39K | 0.64% | 26 |
|
|
2024
Q3 | $2.69M | Hold |
13,598
| – | – | 0.65% | 25 |
|
|
2024
Q2 | $2.48M | Sell |
13,598
-303
| -2% | -$54.5K | 0.65% | 26 |
|
|
2024
Q1 | $2.54M | Sell |
13,901
-147
| -1% | -$25.8K | 0.69% | 25 |
|
|
2023
Q4 | $2.39M | Hold |
14,048
| – | – | 0.7% | 23 |
|
|
2023
Q3 | $2.18M | Hold |
14,048
| – | – | 1.11% | 17 |
|
|
2023
Q2 | $2.28M | Hold |
14,048
| – | – | 1.11% | 17 |
|
|
2023
Q1 | $2.16M | Sell |
14,048
-164
| -1% | -$25.1K | 1.14% | 17 |
|
|
2022
Q4 | $2.16M | Hold |
14,212
| – | – | 0.87% | 21 |
|
|
2022
Q3 | $1.92M | Hold |
14,212
| – | – | 1.08% | 13 |
|
|
2022
Q2 | $2.04M | Hold |
14,212
| – | – | 1.1% | 16 |
|
|
2022
Q1 | $2.3M | Sell |
14,212
-286
| -2% | -$46.1K | 1.12% | 16 |
|
|
2021
Q4 | $2.49M | Hold |
14,498
| – | – | 1.04% | 19 |
|
|
2021
Q3 | $2.23M | Sell |
14,498
-303
| -2% | -$48.3K | 0.97% | 21 |
|
|
2021
Q2 | $2.29M | Hold |
14,801
| – | – | 0.97% | 21 |
|
|
2021
Q1 | $2.18M | Sell |
14,801
-211
| -1% | -$30K | 0.97% | 20 |
|
|
2020
Q4 | $2.12M | Sell |
15,012
-415
| -3% | -$56.2K | 1.1% | 17 |
|
|
2020
Q3 | $1.98M | Sell |
15,427
-206
| -1% | -$25.9K | 1.15% | 18 |
|
|
2020
Q2 | $1.83M | Sell |
15,633
-111
| -0.7% | -$12.6K | 1% | 19 |
|
|
2020
Q1 | $1.63M | Buy |
15,744
+12
| +0.1% | +$1.43K | 1.12% | 17 |
|
|
2019
Q4 | $1.96M | Hold |
15,732
| – | – | 1.08% | 14 |
|
|
2019
Q3 | $1.88M | Sell |
15,732
-2,835
| -15% | -$334K | 1.14% | 14 |
|
|
2019
Q2 | $2.14M | Hold |
18,567
| – | – | 1.31% | 13 |
|
|
2019
Q1 | $2.04M | Sell |
18,567
-572
| -3% | -$60.3K | 1.28% | 15 |
|
|
2018
Q4 | $1.88M | Buy |
19,139
+10,733
| +128% | +$1.12M | 1.24% | 18 |
|
|
2018
Q3 | $931K | Hold |
8,406
| – | – | 0.61% | 34 |
|
|
2018
Q2 | $854K | Buy |
8,406
+902
| +12% | +$91.9K | 0.65% | 31 |
|
|
2018
Q1 | $758K | Sell |
7,504
-403
| -5% | -$41.8K | 0.67% | 29 |
|
|
2017
Q4 | $807K | Sell |
7,907
-1,388
| -15% | -$137K | 0.6% | 30 |
|
|
2017
Q3 | $881K | Sell |
9,295
-783
| -8% | -$73.1K | 0.71% | 26 |
|
|
2017
Q2 | $934K | Sell |
10,078
-3,226
| -24% | -$296K | 0.74% | 26 |
|
|
2017
Q1 | $1.2M | Sell |
13,304
-952
| -7% | -$84.4K | 0.93% | 23 |
|
|
2016
Q4 | $1.21M | Sell |
14,256
-666
| -4% | -$56K | 0.97% | 21 |
|
|
2016
Q3 | $1.25M | Sell |
14,922
-1,233
| -8% | -$105K | 1.02% | 19 |
|
|
2016
Q2 | $1.34M | Sell |
16,155
-733
| -4% | -$59.9K | 1.14% | 17 |
|
|
2016
Q1 | $1.37M | Sell |
16,888
-370
| -2% | -$28.4K | 1.31% | 16 |
|
|
2015
Q4 | $1.34M | Sell |
17,258
-197
| -1% | -$15.4K | 1.38% | 15 |
|
|
2015
Q3 | $1.29M | Buy |
17,455
+1,747
| +11% | +$135K | 1.61% | 12 |
|
|
2015
Q2 | $1.23M | Sell |
15,708
-3,075
| -16% | -$249K | 1.57% | 13 |
|
|
2015
Q1 | $1.51M | Buy |
18,783
+185
| +1% | +$15K | 2.3% | 7 |
|
|
2014
Q4 | $1.51M | Buy |
+18,598
| New | +$1.47M | 2.65% | 7 |
|
Other funds holding VIG
Affiance Financial's VIG Position: Q3 2026 in Review
Affiance Financial increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.39% in Q3 2026, buying an estimated $13.2K and bringing the position to 14,027 shares worth $3.27M. The position accounts for 0.47% of the portfolio, ranked #28.
Affiance Financial first reported a position in VIG in Q4 2014 and has held it in 48 quarters since. The position peaked at $3.31M in Q2 2026. 1,230 funds tracked by Wall St. Rank hold VIG as of Q3 2026.
- Affiance Financial held 14,027 shares of Vanguard Dividend Appreciation ETF worth $3.27M as of Q3 2026.
- Affiance Financial bought 55 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $13.2K.
- Vanguard Dividend Appreciation ETF made up 0.47% of Affiance Financial's portfolio in Q3 2026, its #28 holding.
- Affiance Financial first reported a position in Vanguard Dividend Appreciation ETF in Q4 2014 and has held it in 48 quarters since.
- Affiance Financial's Vanguard Dividend Appreciation ETF position peaked at $3.31M in Q2 2026.
- 1,230 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.
Based on Affiance Financial's 13F filing for Q3 2026, filed 15 Oct 2026.