AWE
VIG icon

Avidian Wealth Enterprises’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Avidian Wealth Enterprises’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 		$1.74M Buy
7,476
+2,048
+38% +$492K 0.05% 237
2026
Q2 		$1.28M Buy
5,428
+74
+1% +$17K 0.04% 274
2026
Q1 		$1.15M Buy
5,354
+188
+4% +$41.9K 0.04% 274
2025
Q4 		$1.14M Buy
5,166
+53
+1% +$11.6K 0.04% 212
2025
Q3 		$1.1M Buy
5,113
+1,632
+47% +$343K 0.04% 205
2025
Q2 		$713K Hold
3,481
– – 0.03% 257
2025
Q1 		$675K Hold
3,481
– – 0.03% 252
2024
Q4 		$682K Sell
3,481
-75
-2% -$15K 0.03% 243
2024
Q3 		$704K Sell
3,556
-24
-0.7% -$4.57K 0.03% 239
2024
Q2 		$654K Buy
3,580
+1,672
+88% +$301K 0.03% 246
2024
Q1 		$348K Sell
1,908
-18,384
-91% -$3.23M 0.02% 329
2023
Q4 		$3.46M Buy
20,292
+17,801
+715% +$2.86M 0.21% 75
2023
Q3 		$387K Sell
2,491
-155
-6% -$25.1K 0.03% 289
2023
Q2 		$430K Sell
2,646
-186
-7% -$29.1K 0.03% 287
2023
Q1 		$436K Sell
2,832
-3,847
-58% -$589K 0.02% 320
2022
Q4 		$1.01M Buy
6,679
+4,204
+170% +$627K 0.07% 175
2022
Q3 		$335K Buy
2,475
+54
+2% +$8.04K 0.02% 305
2022
Q2 		$347K Sell
2,421
-18
-0.7% -$2.74K 0.02% 324
2022
Q1 		$396K Buy
2,439
+19
+0.8% +$3.06K 0.02% 345
2021
Q4 		$416K Sell
2,420
-511
-17% -$84.2K 0.03% 336
2021
Q3 		$450K Sell
2,931
-212
-7% -$33.8K 0.03% 229
2021
Q2 		$487K Sell
3,143
-2,061
-40% -$316K 0.04% 228
2021
Q1 		$765K Buy
5,204
+1,642
+46% +$234K 0.07% 152
2020
Q4 		$503K Sell
3,562
-190
-5% -$25.8K 0.05% 185
2020
Q3 		$483K Buy
3,752
+1,251
+50% +$157K 0.05% 161
2020
Q2 		$293K Buy
2,501
+201
+9% +$22.9K 0.04% 201
2020
Q1 		$238K Buy
+2,300
New +$274K 0.04% 172
2019
Q2 		– Sell
-2,988
Closed -$328K – 164
2019
Q1 		$328K Buy
+2,988
New +$315K 0.07% 88
2016
Q2 		– Sell
-9,150
Closed -$743K – 92
2016
Q1 		$743K Hold
9,150
– – 0.4% 20
2015
Q4 		$712K Hold
9,150
– – 0.35% 17
2015
Q3 		$675K Buy
+9,150
New +$709K 0.42% 13

Other funds holding VIG

PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
BWM
Buska Wealth Management Wausau, Wisconsin $291M AUM 12.95% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM
ACA
Adirondack Capital Advisors Syracuse, New York $194M AUM 14.02% 1-Year Est. Return

Avidian Wealth Enterprises's VIG Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Vanguard Dividend Appreciation ETF (VIG) stake by 38% in Q3 2026, buying an estimated $492K and bringing the position to 7,476 shares worth $1.74M. The position accounts for 0.05% of the portfolio, ranked #237.

Avidian Wealth Enterprises first reported a position in VIG in Q3 2015 and has held it in 31 quarters since. The position peaked at $3.46M in Q4 2023. 153 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • Avidian Wealth Enterprises held 7,476 shares of Vanguard Dividend Appreciation ETF worth $1.74M as of Q3 2026.
  • Avidian Wealth Enterprises bought 2,048 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $492K.
  • Vanguard Dividend Appreciation ETF made up 0.05% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #237 holding.
  • Avidian Wealth Enterprises first reported a position in Vanguard Dividend Appreciation ETF in Q3 2015 and has held it in 31 quarters since.
  • Avidian Wealth Enterprises's Vanguard Dividend Appreciation ETF position peaked at $3.46M in Q4 2023.
  • 153 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.