CFO
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Collective Family Office’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Collective Family Office’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 		$1.98M Buy
8,467
+9
+0.1% +$2.16K 0.41% 54
2026
Q2 		$2M Buy
8,458
+117
+1% +$26.9K 0.41% 54
2026
Q1 		$1.79M Sell
8,341
-2,794
-25% -$623K 0.4% 55
2025
Q4 		$2.45M Buy
11,135
+31
+0.3% +$6.77K 0.56% 47
2025
Q3 		$2.4M Buy
11,104
+431
+4% +$90.5K 0.58% 46
2025
Q2 		$2.18M Buy
10,673
+1
+0% +$194 0.56% 48
2025
Q1 		$2.07M Buy
10,672
+99
+0.9% +$19.7K 0.56% 47
2024
Q4 		$2.07M Buy
10,573
+146
+1% +$29.1K 0.57% 46
2024
Q3 		$2.07M Sell
10,427
-94
-0.9% -$17.9K 0.56% 46
2024
Q2 		$1.92M Sell
10,521
-10
-0.1% -$1.8K 0.56% 46
2024
Q1 		$1.92M Buy
10,531
+7
+0.1% +$1.23K 0.62% 42
2023
Q4 		$1.79M Buy
10,524
+118
+1% +$19K 0.63% 43
2023
Q3 		$1.62M Sell
10,406
-92
-0.9% -$14.9K 0.63% 45
2023
Q2 		$1.71M Hold
10,498
– – 0.67% 43
2023
Q1 		$1.62M Sell
10,498
-242
-2% -$37.1K 0.67% 43
2022
Q4 		$1.63M Sell
10,740
-209
-2% -$31.1K 0.73% 40
2022
Q3 		$1.48M Buy
10,949
+591
+6% +$87.9K 0.74% 40
2022
Q2 		$1.49M Buy
10,358
+703
+7% +$107K 0.64% 49
2022
Q1 		$1.57M Buy
9,655
+1,399
+17% +$226K 0.6% 50
2021
Q4 		$1.42M Buy
8,256
+15
+0.2% +$2.47K 0.56% 51
2021
Q3 		$1.27M Buy
8,241
+139
+2% +$22.2K 0.54% 47
2021
Q2 		$1.25M Buy
8,102
+16
+0.2% +$2.46K 0.54% 48
2021
Q1 		$1.19M Buy
8,086
+359
+5% +$51.1K 0.58% 46
2020
Q4 		$1.09M Buy
+7,727
New +$1.05M 0.61% 49

Other funds holding VIG

PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
BWM
Buska Wealth Management Wausau, Wisconsin $291M AUM 12.95% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM
ACA
Adirondack Capital Advisors Syracuse, New York $194M AUM 14.02% 1-Year Est. Return

Collective Family Office's VIG Position: Q3 2026 in Review

Collective Family Office increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.11% in Q3 2026, buying an estimated $2.16K and bringing the position to 8,467 shares worth $1.98M. The position accounts for 0.41% of the portfolio, ranked #54.

Collective Family Office first reported a position in VIG in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.45M in Q4 2025. 153 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • Collective Family Office held 8,467 shares of Vanguard Dividend Appreciation ETF worth $1.98M as of Q3 2026.
  • Collective Family Office bought 9 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $2.16K.
  • Vanguard Dividend Appreciation ETF made up 0.41% of Collective Family Office's portfolio in Q3 2026, its #54 holding.
  • Collective Family Office first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 24 quarters since.
  • Collective Family Office's Vanguard Dividend Appreciation ETF position peaked at $2.45M in Q4 2025.
  • 153 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Collective Family Office's 13F filing for Q3 2026, filed 5 Oct 2026.