Benchmark Financial
VIG icon

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

Benchmark 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 		$264K Hold
1,130
– – 0.2% 51
2026
Q2 		$267K Buy
1,130
+1
+0.1% +$230 0.22% 49
2026
Q1 		$243K Hold
1,129
– – 0.22% 46
2025
Q4 		$248K Buy
+1,129
New +$247K 0.25% 43

Other funds holding VIG

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 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
Joel Isaacson & Co
Joel Isaacson & Co New York $3.5B AUM 17.42% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Benchmark Financial's VIG Position: Q3 2026 in Review

Benchmark Financial held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q3 2026 at 1,130 shares worth $264K. The position accounts for 0.2% of the portfolio, ranked #51.

Benchmark Financial first reported a position in VIG in Q4 2025 and has held it in 4 quarters since. The position peaked at $267K in Q2 2026. 1,730 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • Benchmark Financial held 1,130 shares of Vanguard Dividend Appreciation ETF worth $264K as of Q3 2026.
  • Benchmark Financial left its Vanguard Dividend Appreciation ETF share count unchanged in Q3 2026.
  • Vanguard Dividend Appreciation ETF made up 0.2% of Benchmark Financial's portfolio in Q3 2026, its #51 holding.
  • Benchmark Financial first reported a position in Vanguard Dividend Appreciation ETF in Q4 2025 and has held it in 4 quarters since.
  • Benchmark Financial's Vanguard Dividend Appreciation ETF position peaked at $267K in Q2 2026.
  • 1,730 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Benchmark Financial's 13F filing for Q3 2026, filed 16 Oct 2026.