Brady Martz Wealth Solutions
VIG icon

Brady Martz Wealth Solutions’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Brady Martz Wealth Solutions’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 		$5.11M Sell
21,882
-471
-2% -$113K 0.75% 29
2026
Q2 		$5.29M Buy
22,353
+188
+0.8% +$43.2K 0.8% 29
2026
Q1 		$4.77M Buy
22,165
+68
+0.3% +$15.2K 0.81% 30
2025
Q4 		$4.86M Sell
22,097
-2,735
-11% -$598K 0.86% 29
2025
Q3 		$5.36M Sell
24,832
-126
-0.5% -$26.5K 0.97% 30
2025
Q2 		$5.11M Buy
24,958
+344
+1% +$66.7K 0.99% 30
2025
Q1 		$4.77M Buy
24,614
+509
+2% +$101K 1.08% 26
2024
Q4 		$4.7M Buy
+24,105
New +$4.81M 1.13% 20

Other funds holding VIG

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 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
Joel Isaacson & Co
Joel Isaacson & Co New York $3.5B AUM 17.42% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Brady Martz Wealth Solutions's VIG Position: Q3 2026 in Review

Brady Martz Wealth Solutions reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 2.1% in Q3 2026, selling an estimated $113K and leaving 21,882 shares worth $5.11M. The position accounts for 0.75% of the portfolio, ranked #29.

Brady Martz Wealth Solutions first reported a position in VIG in Q4 2024 and has held it in 8 quarters since. The position peaked at $5.36M in Q3 2025. 1,837 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • Brady Martz Wealth Solutions held 21,882 shares of Vanguard Dividend Appreciation ETF worth $5.11M as of Q3 2026.
  • Brady Martz Wealth Solutions sold 471 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $113K.
  • Vanguard Dividend Appreciation ETF made up 0.75% of Brady Martz Wealth Solutions's portfolio in Q3 2026, its #29 holding.
  • Brady Martz Wealth Solutions first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 8 quarters since.
  • Brady Martz Wealth Solutions's Vanguard Dividend Appreciation ETF position peaked at $5.36M in Q3 2025.
  • 1,837 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q3 2026, filed 5 Nov 2026.