ARS Wealth Advisors Group
VIG icon

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

ARS Wealth Advisors Group’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 		$705K Buy
3,022
+5
+0.2% +$1.2K 0.05% 112
2026
Q2 		$714K Buy
3,017
+87
+3% +$20K 0.06% 114
2026
Q1 		$630K Buy
2,930
+5
+0.2% +$1.12K 0.05% 115
2025
Q4 		$643K Buy
2,925
+10
+0.3% +$2.18K 0.06% 97
2025
Q3 		$629K Sell
2,915
-1,164
-29% -$244K 0.06% 97
2025
Q2 		$835K Hold
4,079
– – 0.1% 81
2025
Q1 		$791K Buy
4,079
+1,262
+45% +$251K 0.11% 70
2024
Q4 		$552K Buy
2,817
+98
+4% +$19.6K 0.08% 88
2024
Q3 		$538K Buy
2,719
+86
+3% +$16.4K 0.07% 98
2024
Q2 		$481K Buy
2,633
+61
+2% +$11K 0.06% 100
2024
Q1 		$470K Sell
2,572
-38
-1% -$6.68K 0.06% 99
2023
Q4 		$445K Buy
2,610
+197
+8% +$31.7K 0.07% 98
2023
Q3 		$375K Buy
2,413
+944
+64% +$153K 0.06% 106
2023
Q2 		$239K Hold
1,469
– – 0.04% 130
2023
Q1 		$226K Sell
1,469
-24
-2% -$3.68K 0.04% 112
2022
Q4 		$227K Buy
+1,493
New +$223K 0.04% 124

Other funds holding VIG

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
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
Trust Point Inc
Trust Point Inc La Crosse, Wisconsin $1.33B AUM 20.56% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

ARS Wealth Advisors Group's VIG Position: Q3 2026 in Review

ARS Wealth Advisors Group increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.17% in Q3 2026, buying an estimated $1.2K and bringing the position to 3,022 shares worth $705K. The position accounts for 0.05% of the portfolio, ranked #112.

ARS Wealth Advisors Group first reported a position in VIG in Q4 2022 and has held it in 16 quarters since. The position peaked at $835K in Q2 2025. 1,091 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • ARS Wealth Advisors Group held 3,022 shares of Vanguard Dividend Appreciation ETF worth $705K as of Q3 2026.
  • ARS Wealth Advisors Group bought 5 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $1.2K.
  • Vanguard Dividend Appreciation ETF made up 0.05% of ARS Wealth Advisors Group's portfolio in Q3 2026, its #112 holding.
  • ARS Wealth Advisors Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 16 quarters since.
  • ARS Wealth Advisors Group's Vanguard Dividend Appreciation ETF position peaked at $835K in Q2 2025.
  • 1,091 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q3 2026, filed 16 Oct 2026.