Carr Financial Group
VIG icon

Carr Financial Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Carr Financial Group’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 		$31.1M Buy
133,296
+5,549
+4% +$1.33M 6.92% 1
2026
Q2 		$30.2M Buy
127,747
+13,932
+12% +$3.2M 6.96% 2
2026
Q1 		$24.5M Sell
113,815
-6,138
-5% -$1.37M 6.46% 4
2025
Q4 		$26.4M Buy
119,953
+672
+0.6% +$147K 7.01% 2
2025
Q3 		$25.7M Buy
119,281
+37,143
+45% +$7.8M 7.07% 2
2025
Q2 		$16.8M Buy
82,138
+2,832
+4% +$549K 4.96% 4
2025
Q1 		$15.4M Buy
79,306
+3,128
+4% +$622K 5.04% 4
2024
Q4 		$14.9M Sell
76,178
-11,020
-13% -$2.2M 4.63% 5
2024
Q3 		$17.3M Buy
87,198
+14,852
+21% +$2.83M 5.06% 3
2024
Q2 		$13.2M Sell
72,346
-1,557
-2% -$280K 4.2% 3
2024
Q1 		$13.5M Buy
73,903
+16,496
+29% +$2.9M 4.49% 3
2023
Q4 		$9.8M Buy
57,407
+32,090
+127% +$5.16M 3.62% 9
2023
Q3 		$3.99M Buy
25,317
+21,775
+615% +$3.53M 1.58% 15
2023
Q2 		$578K Buy
3,542
+265
+8% +$41.5K 0.23% 79
2023
Q1 		$505K Sell
3,277
-121
-4% -$18.5K 0.22% 88
2022
Q4 		$516K Buy
+3,398
New +$506K 0.27% 81

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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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

Carr Financial Group's VIG Position: Q3 2026 in Review

Carr Financial Group increased its Vanguard Dividend Appreciation ETF (VIG) stake by 4.3% in Q3 2026, buying an estimated $1.33M and bringing the position to 133,296 shares worth $31.1M. The position accounts for 6.92% of the portfolio, ranked #1.

Carr Financial Group first reported a position in VIG in Q4 2022 and has held it in 16 quarters since. 1,909 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • Carr Financial Group held 133,296 shares of Vanguard Dividend Appreciation ETF worth $31.1M as of Q3 2026.
  • Carr Financial Group bought 5,549 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $1.33M.
  • Vanguard Dividend Appreciation ETF made up 6.92% of Carr Financial Group's portfolio in Q3 2026, its #1 holding.
  • Carr Financial Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 16 quarters since.
  • 1,909 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Carr Financial Group's 13F filing for Q3 2026, filed 10 Nov 2026.