BostonPremier Wealth’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

BostonPremier Wealth’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	$573K	Buy	2,458 +2	+0.1%	+$480	0.23%	39
2026 Q2	$581K	Buy	2,456 +550	+29%	+$126K	0.25%	36
2026 Q1	$410K	Hold	1,906	–	–	0.21%	41
2025 Q4	$419K	Hold	1,906	–	–	0.21%	40
2025 Q3	$411K	Hold	1,906	–	–	0.2%	38
2025 Q2	$390K	Hold	1,906	–	–	0.22%	33
2025 Q1	$370K	Sell	1,906 -97	-5%	-$19.3K	0.23%	33
2024 Q4	$392K	Buy	+2,003	New	+$400K	0.24%	32

Other funds holding VIG

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

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

Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

BostonPremier Wealth's VIG Position: Q3 2026 in Review

BostonPremier Wealth increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.08% in Q3 2026, buying an estimated $480 and bringing the position to 2,458 shares worth $573K. The position accounts for 0.23% of the portfolio, ranked #39.

BostonPremier Wealth first reported a position in VIG in Q4 2024 and has held it in 8 quarters since. The position peaked at $581K in Q2 2026. 1,016 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

BostonPremier Wealth held 2,458 shares of Vanguard Dividend Appreciation ETF worth $573K as of Q3 2026.
BostonPremier Wealth bought 2 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $480.
Vanguard Dividend Appreciation ETF made up 0.23% of BostonPremier Wealth's portfolio in Q3 2026, its #39 holding.
BostonPremier Wealth first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 8 quarters since.
BostonPremier Wealth's Vanguard Dividend Appreciation ETF position peaked at $581K in Q2 2026.
1,016 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on BostonPremier Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.