Commonwealth Financial Services
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Commonwealth Financial Services’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Commonwealth Financial Services’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 		– Sell
-1,583
Closed -$374K – 357
2026
Q2 		$374K Buy
1,583
+33
+2% +$7.58K 0.05% 184
2026
Q1 		$333K Buy
1,550
+100
+7% +$22.3K 0.05% 166
2025
Q4 		$319K Sell
1,450
-75
-5% -$16.4K 0.05% 161
2025
Q3 		$329K Buy
1,525
+62
+4% +$13K 0.06% 158
2025
Q2 		$299K Buy
1,463
+261
+22% +$50.6K 0.06% 158
2025
Q1 		$233K Hold
1,202
– – 0.05% 177
2024
Q4 		$235K Sell
1,202
-108
-8% -$21.6K 0.05% 173
2024
Q3 		$258K Buy
1,310
+1
+0.1% +$190 0.05% 168
2024
Q2 		$241K Buy
1,309
+1
+0.1% +$180 0.05% 166
2024
Q1 		$223K Hold
1,308
– – 0.05% 167
2023
Q4 		$223K Sell
1,308
-159
-11% -$25.6K 0.05% 167
2023
Q3 		$228K Buy
+1,467
New +$238K 0.07% 164

Other funds holding VIG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
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

Commonwealth Financial Services's VIG Position: Q3 2026 in Review

Commonwealth Financial Services sold out of Vanguard Dividend Appreciation ETF (VIG) in Q3 2026, closing a stake of 1,583 shares — an estimated $374K sold.

Commonwealth Financial Services first reported a position in VIG in Q3 2023 and held it in 12 quarters. The position peaked at $374K in Q2 2026. 1,705 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • Commonwealth Financial Services reported no remaining Vanguard Dividend Appreciation ETF position as of Q3 2026 after selling out during the quarter.
  • Commonwealth Financial Services sold 1,583 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $374K.
  • Commonwealth Financial Services first reported a position in Vanguard Dividend Appreciation ETF in Q3 2023 and held it in 12 quarters.
  • Commonwealth Financial Services's Vanguard Dividend Appreciation ETF position peaked at $374K in Q2 2026.
  • 1,705 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Commonwealth Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.