Blake Schutter Theil Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Blake Schutter Theil 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	$1.14M	Buy	4,884 +3	+0.1%	+$721	0.78%	25
2026 Q2	$1.16M	Buy	4,881 +2	+0%	+$459	0.78%	26
2026 Q1	$1.05M	Buy	4,879 +3	+0.1%	+$669	0.86%	27
2025 Q4	$1.07M	Buy	4,876 +5	+0.1%	+$1.09K	0.88%	23
2025 Q3	$1.05M	Buy	4,871 +3	+0.1%	+$630	1.04%	22
2025 Q2	$996K	Hold	4,868	–	–	1.13%	20
2025 Q1	$944K	Sell	4,868 -2	-0%	-$398	1.07%	18
2024 Q4	$954K	Buy	4,870 +72	+2%	+$14.4K	1.01%	19
2024 Q3	$950K	Buy	+4,798	New	+$914K	0.68%	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

Blake Schutter Theil Wealth Advisors's VIG Position: Q3 2026 in Review

Blake Schutter Theil Wealth Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.06% in Q3 2026, buying an estimated $721 and bringing the position to 4,884 shares worth $1.14M. The position accounts for 0.78% of the portfolio, ranked #25.

Blake Schutter Theil Wealth Advisors first reported a position in VIG in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.16M in Q2 2026. 2,141 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

Blake Schutter Theil Wealth Advisors held 4,884 shares of Vanguard Dividend Appreciation ETF worth $1.14M as of Q3 2026.
Blake Schutter Theil Wealth Advisors bought 3 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $721.
Vanguard Dividend Appreciation ETF made up 0.78% of Blake Schutter Theil Wealth Advisors's portfolio in Q3 2026, its #25 holding.
Blake Schutter Theil Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q3 2024 and has held it in 9 quarters since.
Blake Schutter Theil Wealth Advisors's Vanguard Dividend Appreciation ETF position peaked at $1.16M in Q2 2026.
2,141 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Blake Schutter Theil Wealth Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.