BNC Wealth Management
VIG icon

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

BNC Wealth Management’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 		$1.8M Sell
7,736
-91
-1% -$21.9K 0.41% 52
2026
Q2 		$1.85M Buy
7,827
+24
+0.3% +$5.51K 0.45% 52
2026
Q1 		$1.68M Sell
7,803
-371
-5% -$82.7K 0.47% 53
2025
Q4 		$1.8M Sell
8,174
-1,120
-12% -$245K 0.46% 48
2025
Q3 		$2.01M Buy
9,294
+248
+3% +$52.1K 0.51% 49
2025
Q2 		$1.85M Buy
9,046
+1,485
+20% +$288K 0.55% 47
2025
Q1 		$1.47M Sell
7,561
-157
-2% -$31.2K 0.53% 48
2024
Q4 		$1.51M Sell
7,718
-258
-3% -$51.5K 0.5% 46
2024
Q3 		$1.58M Sell
7,976
-4
-0.1% -$762 0.58% 45
2024
Q2 		$1.46M Sell
7,980
-60
-0.7% -$10.8K 0.54% 44
2024
Q1 		$1.47M Hold
8,040
– – 0.63% 43
2023
Q4 		$1.37M Sell
8,040
-9
-0.1% -$1.45K 0.65% 44
2023
Q3 		$1.25M Buy
8,049
+240
+3% +$38.9K 0.67% 46
2023
Q2 		$1.27M Sell
7,809
-1,475
-16% -$231K 0.67% 47
2023
Q1 		$1.43M Hold
9,284
– – 0.8% 42
2022
Q4 		$1.41M Buy
9,284
+799
+9% +$119K 0.83% 43
2022
Q3 		$1.15M Buy
8,485
+3,416
+67% +$508K 0.69% 46
2022
Q2 		$727K Buy
5,069
+187
+4% +$28.5K 0.38% 71
2022
Q1 		$792K Sell
4,882
-3
-0.1% -$484 0.39% 60
2021
Q4 		$839K Buy
4,885
+388
+9% +$64K 0.4% 61
2021
Q3 		$691K Sell
4,497
-1
-0% -$159 0.41% 56
2021
Q2 		$696K Sell
4,498
-12
-0.3% -$1.84K 0.42% 53
2021
Q1 		$663K Sell
4,510
-32,777
-88% -$4.66M 0.47% 53
2020
Q4 		$5.26M Buy
37,287
+2,402
+7% +$326K 3.33% 7
2020
Q3 		$4.49M Buy
+34,885
New +$4.39M 3.16% 7

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
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
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
Trust Point Inc
Trust Point Inc La Crosse, Wisconsin $1.33B AUM 20.56% 1-Year Est. Return

BNC Wealth Management's VIG Position: Q3 2026 in Review

BNC Wealth Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 1.2% in Q3 2026, selling an estimated $21.9K and leaving 7,736 shares worth $1.8M. The position accounts for 0.41% of the portfolio, ranked #52.

BNC Wealth Management first reported a position in VIG in Q3 2020 and has held it in 25 quarters since. The position peaked at $5.26M in Q4 2020. 1,178 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • BNC Wealth Management held 7,736 shares of Vanguard Dividend Appreciation ETF worth $1.8M as of Q3 2026.
  • BNC Wealth Management sold 91 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $21.9K.
  • Vanguard Dividend Appreciation ETF made up 0.41% of BNC Wealth Management's portfolio in Q3 2026, its #52 holding.
  • BNC Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q3 2020 and has held it in 25 quarters since.
  • BNC Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $5.26M in Q4 2020.
  • 1,178 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on BNC Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.