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Client 1st Advisory Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Client 1st Advisory 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 		$4.69M Sell
20,109
-107
-0.5% -$25.7K 1.2% 23
2026
Q2 		$4.78M Sell
20,216
-240
-1% -$55.1K 1.25% 21
2026
Q1 		$4.4M Buy
20,456
+88
+0.4% +$19.6K 1.34% 20
2025
Q4 		$4.48M Sell
20,368
-3
-0% -$655 1.4% 18
2025
Q3 		$4.4M Sell
20,371
-108
-0.5% -$22.7K 1.46% 16
2025
Q2 		$4.19M Sell
20,479
-24
-0.1% -$4.65K 1.52% 15
2025
Q1 		$3.98M Sell
20,503
-3
-0% -$597 1.55% 14
2024
Q4 		$4.02M Buy
20,506
+2
+0% +$399 1.55% 13
2024
Q3 		$4.06M Sell
20,504
-1,195
-6% -$228K 1.61% 14
2024
Q2 		$3.96M Sell
21,699
-559
-3% -$101K 1.71% 14
2024
Q1 		$4.06M Hold
22,258
– – 1.83% 13
2023
Q4 		$3.79M Sell
22,258
-201
-0.9% -$32.3K 1.84% 13
2023
Q3 		$3.49M Hold
22,459
– – 1.85% 14
2023
Q2 		$3.65M Sell
22,459
-31
-0.1% -$4.86K 1.92% 12
2023
Q1 		$3.46M Sell
22,490
-120
-0.5% -$18.4K 1.88% 11
2022
Q4 		$3.43M Sell
22,610
-161
-0.7% -$24K 2.01% 11
2022
Q3 		$3.08M Sell
22,771
-24
-0.1% -$3.57K 1.91% 16
2022
Q2 		$3.27M Sell
22,795
-527
-2% -$80.2K 1.95% 15
2022
Q1 		$3.78M Buy
23,322
+4
+0% +$645 1.85% 15
2021
Q4 		$4M Sell
23,318
-90
-0.4% -$14.8K 1.96% 14
2021
Q3 		$3.6M Buy
23,408
+66
+0.3% +$10.5K 1.84% 14
2021
Q2 		$3.61M Sell
23,342
-927
-4% -$142K 1.87% 13
2021
Q1 		$3.57M Sell
24,269
-41
-0.2% -$5.83K 2.04% 16
2020
Q4 		$3.42M Buy
24,310
+591
+2% +$80.1K 2.22% 15
2020
Q3 		$3.25M Sell
23,719
-280
-1% -$35.2K 2.28% 14
2020
Q2 		$2.96M Sell
23,999
-3,834
-14% -$436K 2.45% 15
2020
Q1 		$2.88M Buy
27,833
+12,703
+84% +$1.52M 3.04% 8
2019
Q4 		$1.89M Buy
+15,130
New +$1.83M 1.86% 15

Other funds holding VIG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Diversified Enterprises
Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Client 1st Advisory Group's VIG Position: Q3 2026 in Review

Client 1st Advisory Group reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.53% in Q3 2026, selling an estimated $25.7K and leaving 20,109 shares worth $4.69M. The position accounts for 1.2% of the portfolio, ranked #23.

Client 1st Advisory Group first reported a position in VIG in Q4 2019 and has held it in 28 quarters since. The position peaked at $4.78M in Q2 2026. 617 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • Client 1st Advisory Group held 20,109 shares of Vanguard Dividend Appreciation ETF worth $4.69M as of Q3 2026.
  • Client 1st Advisory Group sold 107 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $25.7K.
  • Vanguard Dividend Appreciation ETF made up 1.2% of Client 1st Advisory Group's portfolio in Q3 2026, its #23 holding.
  • Client 1st Advisory Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and has held it in 28 quarters since.
  • Client 1st Advisory Group's Vanguard Dividend Appreciation ETF position peaked at $4.78M in Q2 2026.
  • 617 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Client 1st Advisory Group's 13F filing for Q3 2026, filed 19 Oct 2026.