Bernardo Wealth Planning
VIG icon

Bernardo Wealth Planning’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Bernardo Wealth Planning’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 		$716K Buy
3,068
+1,535
+100% +$369K 0.06% 97
2026
Q2 		$363K Buy
1,533
+2
+0.1% +$459 0.06% 99
2026
Q1 		$329K Buy
1,531
+2
+0.1% +$446 0.06% 93
2025
Q4 		$336K Buy
1,529
+3
+0.2% +$655 0.06% 97
2025
Q3 		$329K Sell
1,526
-428
-22% -$89.9K 0.06% 96
2025
Q2 		$400K Buy
1,954
+412
+27% +$79.9K 0.09% 78
2025
Q1 		$299K Buy
1,542
+2
+0.1% +$398 0.07% 90
2024
Q4 		$297K Buy
1,540
+1
+0.1% +$200 0.07% 89
2024
Q3 		$309K Buy
1,539
+4
+0.3% +$762 0.07% 88
2024
Q2 		$280K Buy
1,535
+353
+30% +$63.5K 0.08% 82
2024
Q1 		$216K Buy
1,182
+2
+0.2% +$351 0.06% 96
2023
Q4 		$201K Buy
+1,180
New +$190K 0.06% 85

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
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
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Paragon Capital Management (Colorado)
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return

Bernardo Wealth Planning's VIG Position: Q3 2026 in Review

Bernardo Wealth Planning increased its Vanguard Dividend Appreciation ETF (VIG) stake by 100% in Q3 2026, buying an estimated $369K and bringing the position to 3,068 shares worth $716K. The position accounts for 0.06% of the portfolio, ranked #97.

Bernardo Wealth Planning first reported a position in VIG in Q4 2023 and has held it in 12 quarters since. 936 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • Bernardo Wealth Planning held 3,068 shares of Vanguard Dividend Appreciation ETF worth $716K as of Q3 2026.
  • Bernardo Wealth Planning bought 1,535 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $369K.
  • Vanguard Dividend Appreciation ETF made up 0.06% of Bernardo Wealth Planning's portfolio in Q3 2026, its #97 holding.
  • Bernardo Wealth Planning first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 12 quarters since.
  • 936 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Bernardo Wealth Planning's 13F filing for Q3 2026, filed 23 Oct 2026.