Amplius Wealth Advisors
VIG icon

Amplius Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Amplius Wealth Advisors’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 		$2.44M Sell
10,448
-315
-3% -$75.7K 0.17% 52
2026
Q2 		$2.55M Sell
10,763
-476
-4% -$109K 0.19% 47
2026
Q1 		$2.42M Sell
11,239
-110
-1% -$24.5K 0.2% 48
2025
Q4 		$2.49M Sell
11,349
-437
-4% -$95.5K 0.21% 48
2025
Q3 		$2.54M Sell
11,786
-15,772
-57% -$3.31M 0.22% 46
2025
Q2 		$5.64M Buy
27,558
+22
+0.1% +$4.26K 0.52% 34
2025
Q1 		$5.34M Sell
27,536
-168
-0.6% -$33.4K 0.56% 34
2024
Q4 		$5.43M Sell
27,704
-231
-0.8% -$46.1K 0.56% 33
2024
Q3 		$5.53M Sell
27,935
-655
-2% -$125K 0.6% 32
2024
Q2 		$5.22M Buy
28,590
+315
+1% +$56.7K 0.58% 35
2024
Q1 		$5.16M Sell
28,275
-4,394
-13% -$772K 0.58% 34
2023
Q4 		$5.57M Sell
32,669
-526
-2% -$84.6K 0.67% 35
2023
Q3 		$5.16M Sell
33,195
-1,365
-4% -$221K 0.69% 31
2023
Q2 		$5.61M Sell
34,560
-718
-2% -$112K 0.76% 28
2023
Q1 		$5.43M Sell
35,278
-2,845
-7% -$436K 0.78% 26
2022
Q4 		$5.79M Buy
38,123
+312
+0.8% +$46.5K 0.92% 26
2022
Q3 		$5.11M Sell
37,811
-437
-1% -$65K 0.91% 26
2022
Q2 		$5.49M Sell
38,248
-15,548
-29% -$2.37M 0.89% 26
2022
Q1 		$8.72M Sell
53,796
-1,092
-2% -$176K 1.34% 22
2021
Q4 		$9.43M Buy
+54,888
New +$9.05M 1.3% 19

Other funds holding VIG

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
Confluence Wealth Services
Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return

Amplius Wealth Advisors's VIG Position: Q3 2026 in Review

Amplius Wealth Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 2.9% in Q3 2026, selling an estimated $75.7K and leaving 10,448 shares worth $2.44M. The position accounts for 0.17% of the portfolio, ranked #52.

Amplius Wealth Advisors first reported a position in VIG in Q4 2021 and has held it in 20 quarters since. The position peaked at $9.43M in Q4 2021. 1,711 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • Amplius Wealth Advisors held 10,448 shares of Vanguard Dividend Appreciation ETF worth $2.44M as of Q3 2026.
  • Amplius Wealth Advisors sold 315 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $75.7K.
  • Vanguard Dividend Appreciation ETF made up 0.17% of Amplius Wealth Advisors's portfolio in Q3 2026, its #52 holding.
  • Amplius Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 20 quarters since.
  • Amplius Wealth Advisors's Vanguard Dividend Appreciation ETF position peaked at $9.43M in Q4 2021.
  • 1,711 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Amplius Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.