Certior Financial Group
VIG icon

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

Certior 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 		$386K Sell
1,654
-293
-15% -$70.4K 0.21% 92
2026
Q2 		$461K Buy
1,947
+1
+0.1% +$230 0.25% 81
2026
Q1 		$419K Buy
1,946
+26
+1% +$5.8K 0.27% 74
2025
Q4 		$422K Sell
1,920
-116
-6% -$25.3K 0.29% 71
2025
Q3 		$439K Buy
2,036
+391
+24% +$82.1K 0.29% 74
2025
Q2 		$337K Hold
1,645
– – 0.25% 94
2025
Q1 		$319K Sell
1,645
-11,793
-88% -$2.34M 0.26% 88
2024
Q4 		$2.63M Buy
+13,438
New +$2.68M 2.28% 10

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LPL Financial
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HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 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
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Confluence Wealth Services
Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return

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

Certior Financial Group reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 15% in Q3 2026, selling an estimated $70.4K and leaving 1,654 shares worth $386K. The position accounts for 0.21% of the portfolio, ranked #92.

Certior Financial Group first reported a position in VIG in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.63M in Q4 2024. 1,705 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • Certior Financial Group held 1,654 shares of Vanguard Dividend Appreciation ETF worth $386K as of Q3 2026.
  • Certior Financial Group sold 293 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $70.4K.
  • Vanguard Dividend Appreciation ETF made up 0.21% of Certior Financial Group's portfolio in Q3 2026, its #92 holding.
  • Certior Financial Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 8 quarters since.
  • Certior Financial Group's Vanguard Dividend Appreciation ETF position peaked at $2.63M in Q4 2024.
  • 1,705 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Certior Financial Group's 13F filing for Q3 2026, filed 19 Oct 2026.