Baring Financial’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Baring Financial’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	$5.44M	Buy	23,320 +449	+2%	+$108K	2.91%	10
2026 Q2	$5.41M	Buy	22,871 +443	+2%	+$102K	2.98%	10
2026 Q1	$4.82M	Buy	22,428 +406	+2%	+$90.5K	2.95%	13
2025 Q4	$4.84M	Buy	22,022 +13,823	+169%	+$3.02M	2.95%	10
2025 Q3	$1.77M	Sell	8,199 -357	-4%	-$75K	1.21%	26
2025 Q2	$1.75M	Buy	8,556 +112	+1%	+$21.7K	1.31%	26
2025 Q1	$1.64M	Sell	8,444 -853	-9%	-$170K	1.38%	25
2024 Q4	$1.82M	Buy	+9,297	New	+$1.86M	1.62%	24

Other funds holding VIG

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

Baring Financial's VIG Position: Q3 2026 in Review

Baring Financial increased its Vanguard Dividend Appreciation ETF (VIG) stake by 2% in Q3 2026, buying an estimated $108K and bringing the position to 23,320 shares worth $5.44M. The position accounts for 2.91% of the portfolio, ranked #10.

Baring Financial first reported a position in VIG in Q4 2024 and has held it in 8 quarters since. 1,282 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

Baring Financial held 23,320 shares of Vanguard Dividend Appreciation ETF worth $5.44M as of Q3 2026.
Baring Financial bought 449 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $108K.
Vanguard Dividend Appreciation ETF made up 2.91% of Baring Financial's portfolio in Q3 2026, its #10 holding.
Baring Financial first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 8 quarters since.
1,282 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Baring Financial's 13F filing for Q3 2026, filed 7 Oct 2026.