BOS Asset Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

BOS Asset 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	$2.39M	Buy	10,237 +123	+1%	+$29.5K	0.56%	38
2026 Q2	$2.39M	Buy	10,114 +87	+0.9%	+$20K	0.56%	38
2026 Q1	$2.16M	Hold	10,027	–	–	0.55%	39
2025 Q4	$2.2M	Buy	10,027 +1,057	+12%	+$231K	0.59%	37
2025 Q3	$1.94M	Buy	8,970 +197	+2%	+$41.4K	0.55%	40
2025 Q2	$1.8M	Buy	8,773 +28	+0.3%	+$5.43K	0.57%	38
2025 Q1	$1.7M	Sell	8,745 -488	-5%	-$97K	0.58%	34
2024 Q4	$1.81M	Hold	9,233	–	–	0.65%	33
2024 Q3	$1.83M	Buy	9,233 +509	+6%	+$96.9K	0.67%	29
2024 Q2	$1.59M	Sell	8,724 -101	-1%	-$18.2K	0.73%	28
2024 Q1	$1.61M	Sell	8,825 -2,641	-23%	-$464K	0.85%	26
2023 Q4	$1.95M	Buy	11,466 +215	+2%	+$34.6K	1.34%	17
2023 Q3	$1.75M	Sell	11,251 -1,822	-14%	-$295K	1.28%	17
2023 Q2	$2.12M	Sell	13,073 -924	-7%	-$145K	1.65%	15
2023 Q1	$2.16M	Sell	13,997 -7,579	-35%	-$1.16M	1.8%	15
2022 Q4	$3.28M	Buy	+21,576	New	+$3.22M	2.92%	6

Other funds holding VIG

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

PCMC

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

FFA

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

EGA

E&G Advisors Houston, Texas $519M AUM 22.41% 1-Year Est. Return

CAWM

Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

WPA

West Paces Advisors Atlanta, Georgia $586M AUM 14.12% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

BOS Asset Management's VIG Position: Q3 2026 in Review

BOS Asset Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 1.2% in Q3 2026, buying an estimated $29.5K and bringing the position to 10,237 shares worth $2.39M. The position accounts for 0.56% of the portfolio, ranked #38.

BOS Asset Management first reported a position in VIG in Q4 2022 and has held it in 16 quarters since. The position peaked at $3.28M in Q4 2022. 266 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

BOS Asset Management held 10,237 shares of Vanguard Dividend Appreciation ETF worth $2.39M as of Q3 2026.
BOS Asset Management bought 123 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $29.5K.
Vanguard Dividend Appreciation ETF made up 0.56% of BOS Asset Management's portfolio in Q3 2026, its #38 holding.
BOS Asset Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 16 quarters since.
BOS Asset Management's Vanguard Dividend Appreciation ETF position peaked at $3.28M in Q4 2022.
266 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on BOS Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.