Clean Yield Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Clean Yield 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	$78.3K	Buy	+336	New	+$80.7K	0.02%	218
2025 Q2	–	Sell	-111	Closed	-$21.5K	–	448
2025 Q1	$21.5K	Hold	111	–	–	0.01%	280
2024 Q4	$21.7K	Sell	111 -225	-67%	-$44.9K	0.01%	291
2024 Q3	$66.5K	Sell	336 -150	-31%	-$28.6K	0.02%	211
2024 Q2	$88.7K	Buy	+486	New	+$87.5K	0.03%	177
2015 Q2	–	Sell	-435	Closed	-$35K	–	288
2015 Q1	$35K	Buy	+435	New	+$35.3K	0.02%	203

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

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

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

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

Clean Yield Group's VIG Position: Q3 2026 in Review

Clean Yield Group opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q3 2026: 336 shares worth $78.3K. The stake represents 0.02% of the portfolio and ranks #218 among its holdings. This is a return to the name: Clean Yield Group previously reported a position in VIG as recently as Q1 2025.

Clean Yield Group first reported a position in VIG in Q1 2015 and has held it in 6 quarters since. The position peaked at $88.7K in Q2 2024. 1,282 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

Clean Yield Group held 336 shares of Vanguard Dividend Appreciation ETF worth $78.3K as of Q3 2026.
Vanguard Dividend Appreciation ETF was a new Clean Yield Group position in Q3 2026.
Vanguard Dividend Appreciation ETF made up 0.02% of Clean Yield Group's portfolio in Q3 2026, its #218 holding.
Clean Yield Group first reported a position in Vanguard Dividend Appreciation ETF in Q1 2015 and has held it in 6 quarters since.
Clean Yield Group's Vanguard Dividend Appreciation ETF position peaked at $88.7K in Q2 2024.
1,282 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Clean Yield Group's 13F filing for Q3 2026, filed 28 Oct 2026.