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Colton Groome Financial Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Colton Groome Financial 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 		$429K Sell
1,840
-129
-7% -$31K 0.1% 101
2026
Q2 		$466K Buy
1,969
+129
+7% +$29.6K 0.11% 106
2026
Q1 		$396K Hold
1,840
– – 0.11% 96
2025
Q4 		$404K Hold
1,840
– – 0.12% 93
2025
Q3 		$397K Hold
1,840
– – 0.12% 94
2025
Q2 		$377K Hold
1,840
– – 0.13% 93
2025
Q1 		$351K Sell
1,840
-345
-16% -$68.6K 0.14% 91
2024
Q4 		$428K Hold
2,185
– – 0.16% 74
2024
Q3 		$433K Sell
2,185
-68
-3% -$12.9K 0.16% 83
2024
Q2 		$411K Buy
+2,253
New +$406K 0.16% 76

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

Colton Groome Financial Advisors's VIG Position: Q3 2026 in Review

Colton Groome Financial Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 6.6% in Q3 2026, selling an estimated $31K and leaving 1,840 shares worth $429K. The position accounts for 0.1% of the portfolio, ranked #101.

Colton Groome Financial Advisors first reported a position in VIG in Q2 2024 and has held it in 10 quarters since. The position peaked at $466K in Q2 2026. 153 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • Colton Groome Financial Advisors held 1,840 shares of Vanguard Dividend Appreciation ETF worth $429K as of Q3 2026.
  • Colton Groome Financial Advisors sold 129 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $31K.
  • Vanguard Dividend Appreciation ETF made up 0.1% of Colton Groome Financial Advisors's portfolio in Q3 2026, its #101 holding.
  • Colton Groome Financial Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q2 2024 and has held it in 10 quarters since.
  • Colton Groome Financial Advisors's Vanguard Dividend Appreciation ETF position peaked at $466K in Q2 2026.
  • 153 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q3 2026, filed 6 Oct 2026.