AWM Capital
VIG icon

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

AWM 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 		$3.36M Buy
14,415
+53
+0.4% +$12.7K 0.24% 32
2026
Q2 		$3.4M Buy
14,362
+90
+0.6% +$20.7K 0.27% 30
2026
Q1 		$3.07M Buy
+14,272
New +$3.18M 0.28% 31

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
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

AWM Capital's VIG Position: Q3 2026 in Review

AWM Capital increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.37% in Q3 2026, buying an estimated $12.7K and bringing the position to 14,415 shares worth $3.36M. The position accounts for 0.24% of the portfolio, ranked #32.

AWM Capital first reported a position in VIG in Q1 2026 and has held it in 3 quarters since. The position peaked at $3.4M in Q2 2026. 1,165 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • AWM Capital held 14,415 shares of Vanguard Dividend Appreciation ETF worth $3.36M as of Q3 2026.
  • AWM Capital bought 53 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $12.7K.
  • Vanguard Dividend Appreciation ETF made up 0.24% of AWM Capital's portfolio in Q3 2026, its #32 holding.
  • AWM Capital first reported a position in Vanguard Dividend Appreciation ETF in Q1 2026 and has held it in 3 quarters since.
  • AWM Capital's Vanguard Dividend Appreciation ETF position peaked at $3.4M in Q2 2026.
  • 1,165 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on AWM Capital's 13F filing for Q3 2026, filed 16 Oct 2026.