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Anson Capital’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Anson Capital’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 		$994K Sell
4,260
-25
-0.6% -$6K 0.65% 38
2026
Q2 		$1.01M Buy
4,285
+93
+2% +$21.4K 0.66% 37
2026
Q1 		$902K Sell
4,192
-62
-1% -$13.8K 0.62% 38
2025
Q4 		$935K Sell
4,254
-14
-0.3% -$3.06K 0.68% 35
2025
Q3 		$921K Hold
4,268
– – 0.69% 32
2025
Q2 		$874K Sell
4,268
-100
-2% -$19.4K 0.7% 32
2025
Q1 		$847K Sell
4,368
-149
-3% -$29.6K 0.73% 31
2024
Q4 		$885K Buy
4,517
+131
+3% +$26.2K 0.77% 30
2024
Q3 		$869K Sell
4,386
-510
-10% -$97.1K 0.78% 31
2024
Q2 		$894K Sell
4,896
-4,809
-50% -$866K 0.88% 32
2024
Q1 		$1.77M Buy
9,705
+89
+0.9% +$15.6K 2.55% 11
2023
Q4 		$1.64M Buy
9,616
+4,767
+98% +$767K 2.7% 10
2023
Q3 		$753K Buy
4,849
+869
+22% +$141K 1.43% 24
2023
Q2 		$646K Sell
3,980
-1,123
-22% -$176K 1.2% 29
2023
Q1 		$786K Buy
5,103
+2,047
+67% +$314K 1.27% 27
2022
Q4 		$464K Buy
3,056
+655
+27% +$97.6K 0.61% 35
2022
Q3 		$325K Buy
2,401
+127
+6% +$18.9K 0.44% 39
2022
Q2 		$326K Buy
2,274
+42
+2% +$6.39K 0.35% 45
2022
Q1 		$362K Buy
2,232
+90
+4% +$14.5K 0.34% 43
2021
Q4 		$329K Buy
+2,142
New +$353K 0.32% 44

Other funds holding VIG

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 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
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Paragon Capital Management (Colorado)
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
Berkshire Money Management
Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return

Anson Capital's VIG Position: Q3 2026 in Review

Anson Capital reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.58% in Q3 2026, selling an estimated $6K and leaving 4,260 shares worth $994K. The position accounts for 0.65% of the portfolio, ranked #38.

Anson Capital first reported a position in VIG in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.77M in Q1 2024. 914 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • Anson Capital held 4,260 shares of Vanguard Dividend Appreciation ETF worth $994K as of Q3 2026.
  • Anson Capital sold 25 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $6K.
  • Vanguard Dividend Appreciation ETF made up 0.65% of Anson Capital's portfolio in Q3 2026, its #38 holding.
  • Anson Capital first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 20 quarters since.
  • Anson Capital's Vanguard Dividend Appreciation ETF position peaked at $1.77M in Q1 2024.
  • 914 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Anson Capital's 13F filing for Q3 2026, filed 23 Oct 2026.