Central Valley Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Central Valley Advisors’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	$642K	Sell	2,752 -86	-3%	-$20.7K	0.17%	90
2026 Q2	$671K	Buy	2,838 +1	+0%	+$230	0.17%	95
2026 Q1	$610K	Buy	2,837 +85	+3%	+$18.9K	0.17%	97
2025 Q4	$605K	Hold	2,752	–	–	0.18%	92
2025 Q3	$594K	Hold	2,752	–	–	0.18%	90
2025 Q2	$563K	Hold	2,752	–	–	0.19%	82
2025 Q1	$534K	Hold	2,752	–	–	0.2%	78
2024 Q4	$539K	Sell	2,752 -50	-2%	-$10K	0.24%	74
2024 Q3	$555K	Hold	2,802	–	–	0.31%	67
2024 Q2	$358K	Hold	2,802	–	–	0.15%	82
2024 Q1	$512K	Hold	2,802	–	–	0.26%	77
2023 Q4	$477K	Buy	+2,802	New	+$451K	0.28%	82

Other funds holding VIG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Joel Isaacson & Co New York $3.5B AUM 17.42% 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

Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return

Central Valley Advisors's VIG Position: Q3 2026 in Review

Central Valley Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 3% in Q3 2026, selling an estimated $20.7K and leaving 2,752 shares worth $642K. The position accounts for 0.17% of the portfolio, ranked #90.

Central Valley Advisors first reported a position in VIG in Q4 2023 and has held it in 12 quarters since. The position peaked at $671K in Q2 2026. 1,705 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

Central Valley Advisors held 2,752 shares of Vanguard Dividend Appreciation ETF worth $642K as of Q3 2026.
Central Valley Advisors sold 86 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $20.7K.
Vanguard Dividend Appreciation ETF made up 0.17% of Central Valley Advisors's portfolio in Q3 2026, its #90 holding.
Central Valley Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 12 quarters since.
Central Valley Advisors's Vanguard Dividend Appreciation ETF position peaked at $671K in Q2 2026.
1,705 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Central Valley Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.