Bestgate Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Bestgate Wealth Advisors’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	$237K	Buy	+1,015	New	+$244K	0.15%	66

Other funds holding VIG

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

PCMC

Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

Bestgate Wealth Advisors's VIG Position: Q3 2026 in Review

Bestgate Wealth Advisors opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q3 2026: 1,015 shares worth $237K. The stake represents 0.15% of the portfolio and ranks #66 among its holdings.

526 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

Bestgate Wealth Advisors held 1,015 shares of Vanguard Dividend Appreciation ETF worth $237K as of Q3 2026.
Vanguard Dividend Appreciation ETF was a new Bestgate Wealth Advisors position in Q3 2026.
Vanguard Dividend Appreciation ETF made up 0.15% of Bestgate Wealth Advisors's portfolio in Q3 2026, its #66 holding.
526 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Bestgate Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.