Barnes Wealth Management Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Barnes Wealth Management 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	$946K	Buy	4,053 +101	+3%	+$24.3K	0.42%	63
2026 Q2	$935K	Buy	3,952 +131	+3%	+$30.1K	0.43%	61
2026 Q1	$822K	Sell	3,821 -1,069	-22%	-$238K	0.42%	64
2025 Q4	$1.07M	Sell	4,890 -616	-11%	-$135K	0.58%	46
2025 Q3	$1.19M	Sell	5,506 -84	-2%	-$17.6K	0.65%	43
2025 Q2	$1.14M	Sell	5,590 -291	-5%	-$56.4K	0.68%	42
2025 Q1	$1.14M	Buy	5,881 +177	+3%	+$35.2K	0.73%	42
2024 Q4	$1.12M	Buy	+5,704	New	+$1.14M	0.75%	39

Other funds holding VIG

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Barnes Wealth Management Group's VIG Position: Q3 2026 in Review

Barnes Wealth Management Group increased its Vanguard Dividend Appreciation ETF (VIG) stake by 2.6% in Q3 2026, buying an estimated $24.3K and bringing the position to 4,053 shares worth $946K. The position accounts for 0.42% of the portfolio, ranked #63.

Barnes Wealth Management Group first reported a position in VIG in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.19M in Q3 2025. 2,167 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

Barnes Wealth Management Group held 4,053 shares of Vanguard Dividend Appreciation ETF worth $946K as of Q3 2026.
Barnes Wealth Management Group bought 101 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $24.3K.
Vanguard Dividend Appreciation ETF made up 0.42% of Barnes Wealth Management Group's portfolio in Q3 2026, its #63 holding.
Barnes Wealth Management Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 8 quarters since.
Barnes Wealth Management Group's Vanguard Dividend Appreciation ETF position peaked at $1.19M in Q3 2025.
2,167 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Barnes Wealth Management Group's 13F filing for Q3 2026, filed 9 Nov 2026.