Bulwark Capital’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Bulwark Capital’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	$1.51M	Hold	6,485	–	–	0.8%	30
2026 Q2	$1.53M	Sell	6,485 -5,392	-45%	-$1.24M	0.86%	25
2026 Q1	$2.55M	Sell	11,877 -335	-3%	-$74.7K	1.57%	18
2025 Q4	$2.68M	Sell	12,212 -406	-3%	-$88.7K	1.91%	15
2025 Q3	$2.72M	Sell	12,618 -9	-0.1%	-$1.89K	2.12%	15
2025 Q2	$2.58M	Buy	+12,627	New	+$2.45M	2.18%	16

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 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

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Bulwark Capital's VIG Position: Q3 2026 in Review

Bulwark Capital held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q3 2026 at 6,485 shares worth $1.51M. The position accounts for 0.8% of the portfolio, ranked #30.

Bulwark Capital first reported a position in VIG in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.72M in Q3 2025. 1,416 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

Bulwark Capital held 6,485 shares of Vanguard Dividend Appreciation ETF worth $1.51M as of Q3 2026.
Bulwark Capital left its Vanguard Dividend Appreciation ETF share count unchanged in Q3 2026.
Vanguard Dividend Appreciation ETF made up 0.8% of Bulwark Capital's portfolio in Q3 2026, its #30 holding.
Bulwark Capital first reported a position in Vanguard Dividend Appreciation ETF in Q2 2025 and has held it in 6 quarters since.
Bulwark Capital's Vanguard Dividend Appreciation ETF position peaked at $2.72M in Q3 2025.
1,416 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Bulwark Capital's 13F filing for Q3 2026, filed 13 Oct 2026.