Cornerstone Financial Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$203K Buy
868
+3
+0.3% +$721 0.12% 74
2026
Q2
$205K Buy
+865
New +$199K 0.13% 75

Other funds holding VIG

Cornerstone Financial Group's VIG Position: Q3 2026 in Review

Cornerstone Financial Group increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.35% in Q3 2026, buying an estimated $721 and bringing the position to 868 shares worth $203K. The position accounts for 0.12% of the portfolio, ranked #74.

Cornerstone Financial Group first reported a position in VIG in Q2 2026 and has held it in 2 quarters since. The position peaked at $205K in Q2 2026. 2,173 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • Cornerstone Financial Group held 868 shares of Vanguard Dividend Appreciation ETF worth $203K as of Q3 2026.
  • Cornerstone Financial Group bought 3 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $721.
  • Vanguard Dividend Appreciation ETF made up 0.12% of Cornerstone Financial Group's portfolio in Q3 2026, its #74 holding.
  • Cornerstone Financial Group first reported a position in Vanguard Dividend Appreciation ETF in Q2 2026 and has held it in 2 quarters since.
  • Cornerstone Financial Group's Vanguard Dividend Appreciation ETF position peaked at $205K in Q2 2026.
  • 2,173 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Cornerstone Financial Group's 13F filing for Q3 2026, filed 12 Nov 2026.