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Aurora Private Wealth’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Aurora Private Wealth’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 		$352K Buy
1,508
+1
+0.1% +$240 0.22% 112
2026
Q2 		$356K Sell
1,507
-418
-22% -$96K 0.23% 105
2026
Q1 		$418K Sell
1,925
-140
-7% -$31.2K 0.3% 83
2025
Q4 		$454K Buy
+2,065
New +$451K 0.3% 81
2025
Q2 		$467K Buy
2,279
+702
+45% +$136K 0.35% 71
2025
Q1 		$306K Sell
1,577
-89
-5% -$17.7K 0.24% 101
2024
Q4 		$326K Sell
1,666
-102
-6% -$20.4K 0.24% 104
2024
Q3 		$350K Buy
1,768
+6
+0.3% +$1.14K 0.27% 93
2024
Q2 		$322K Sell
1,762
-40
-2% -$7.2K 0.28% 93
2024
Q1 		$328K Sell
1,802
-73
-4% -$12.8K 0.28% 91
2023
Q4 		$320K Buy
1,875
+12
+0.6% +$1.93K 0.3% 90
2023
Q3 		$289K Buy
1,863
+466
+33% +$75.5K 0.32% 89
2023
Q2 		$227K Sell
1,397
-471
-25% -$73.8K 0.26% 110
2023
Q1 		$288K Sell
1,868
-35
-2% -$5.36K 0.31% 100
2022
Q4 		$289K Sell
1,903
-599
-24% -$89.3K 0.33% 94
2022
Q3 		$338K Buy
2,502
+253
+11% +$37.6K 0.16% 102
2022
Q2 		$323K Sell
2,249
-21
-0.9% -$3.2K 0.15% 110
2022
Q1 		$368K Sell
2,270
-45
-2% -$7.26K 0.15% 114
2021
Q4 		$398K Sell
2,315
-23
-1% -$3.79K 0.17% 105
2021
Q3 		$359K Buy
+2,338
New +$373K 0.15% 135
2021
Q2 		– Sell
-2,361
Closed -$347K – 226
2021
Q1 		$347K Sell
2,361
-2,270
-49% -$323K 0.14% 134
2020
Q4 		$654K Sell
4,631
-151
-3% -$20.5K 0.28% 80
2020
Q3 		$615K Sell
4,782
-48
-1% -$6.04K 0.26% 71
2020
Q2 		$566K Sell
4,830
-2,085
-30% -$237K 0.26% 70
2020
Q1 		$715K Buy
6,915
+3,050
+79% +$364K 0.25% 90
2019
Q4 		$482K Buy
+3,865
New +$468K 0.17% 104

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
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
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
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

Aurora Private Wealth's VIG Position: Q3 2026 in Review

Aurora Private Wealth increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.07% in Q3 2026, buying an estimated $240 and bringing the position to 1,508 shares worth $352K. The position accounts for 0.22% of the portfolio, ranked #112.

Aurora Private Wealth first reported a position in VIG in Q4 2019 and has held it in 26 quarters since. The position peaked at $715K in Q1 2020. 1,282 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • Aurora Private Wealth held 1,508 shares of Vanguard Dividend Appreciation ETF worth $352K as of Q3 2026.
  • Aurora Private Wealth bought 1 Vanguard Dividend Appreciation ETF share in Q3 2026, an estimated $240.
  • Vanguard Dividend Appreciation ETF made up 0.22% of Aurora Private Wealth's portfolio in Q3 2026, its #112 holding.
  • Aurora Private Wealth first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and has held it in 26 quarters since.
  • Aurora Private Wealth's Vanguard Dividend Appreciation ETF position peaked at $715K in Q1 2020.
  • 1,282 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

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