Councilmark Asset Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Councilmark Asset Management’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	$19.5M	Sell	83,732 -8	-0%	-$1.92K	10.05%	2
2026 Q2	$19.8M	Buy	83,740 +431	+0.5%	+$99K	10.49%	1
2026 Q1	$17.9M	Buy	83,309 +5,269	+7%	+$1.17M	10.28%	1
2025 Q4	$17.2M	Buy	78,040 +19,346	+33%	+$4.23M	9.59%	2
2025 Q3	$12.7M	Buy	58,694 +27,009	+85%	+$5.67M	7.26%	3
2025 Q2	$6.48M	Buy	31,685 +865	+3%	+$168K	4.11%	5
2025 Q1	$5.98M	Hold	30,820	–	–	4.04%	6
2024 Q4	$6.04M	Hold	30,820	–	–	4.05%	5
2024 Q3	$6.1M	Hold	30,820	–	–	4.1%	5
2024 Q2	$5.63M	Hold	30,820	–	–	3.99%	6
2024 Q1	$5.63M	Buy	+30,820	New	+$5.41M	4.05%	5

Other funds holding VIG

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $225B AUM

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Councilmark Asset Management's VIG Position: Q3 2026 in Review

Councilmark Asset Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.01% in Q3 2026, selling an estimated $1.92K and leaving 83,732 shares worth $19.5M. The position accounts for 10.05% of the portfolio, ranked #2.

Councilmark Asset Management first reported a position in VIG in Q1 2024 and has held it in 11 quarters since. The position peaked at $19.8M in Q2 2026. 2,356 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

Councilmark Asset Management held 83,732 shares of Vanguard Dividend Appreciation ETF worth $19.5M as of Q3 2026.
Councilmark Asset Management sold 8 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $1.92K.
Vanguard Dividend Appreciation ETF made up 10.05% of Councilmark Asset Management's portfolio in Q3 2026, its #2 holding.
Councilmark Asset Management first reported a position in Vanguard Dividend Appreciation ETF in Q1 2024 and has held it in 11 quarters since.
Councilmark Asset Management's Vanguard Dividend Appreciation ETF position peaked at $19.8M in Q2 2026.
2,356 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Councilmark Asset Management's 13F filing for Q3 2026, filed 20 Oct 2026.