Courier Capital
VIG icon

Courier Capital’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Courier Capital’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 		$923K Buy
3,956
+247
+7% +$59.3K 0.05% 231
2026
Q2 		$878K Buy
3,709
+2
+0.1% +$459 0.04% 227
2026
Q1 		$797K Buy
3,707
+2
+0.1% +$446 0.04% 229
2025
Q4 		$814K Buy
3,705
+5
+0.1% +$1.09K 0.05% 228
2025
Q3 		$798K Buy
3,700
+50
+1% +$10.5K 0.05% 232
2025
Q2 		$747K Hold
3,650
– – 0.05% 235
2025
Q1 		$708K Buy
3,650
+1,865
+104% +$371K 0.05% 232
2024
Q4 		$350K Buy
1,785
+240
+16% +$47.9K 0.02% 295
2024
Q3 		$306K Hold
1,545
– – 0.02% 295
2024
Q2 		$282K Hold
1,545
– – 0.02% 288
2024
Q1 		$282K Hold
1,545
– – 0.02% 302
2023
Q4 		$263K Buy
1,545
+42
+3% +$6.76K 0.02% 311
2023
Q3 		$234K Hold
1,503
– – 0.02% 315
2023
Q2 		$244K Hold
1,503
– – 0.02% 327
2023
Q1 		$231K Hold
1,503
– – 0.03% 262
2022
Q4 		$228K Hold
1,503
– – 0.03% 265
2022
Q3 		$203K Hold
1,503
– – 0.03% 274
2022
Q2 		$216K Sell
1,503
-26
-2% -$3.96K 0.03% 262
2022
Q1 		$248K Sell
1,529
-166
-10% -$26.8K 0.02% 263
2021
Q4 		$291K Hold
1,695
– – 0.03% 251
2021
Q3 		$260K Sell
1,695
-208
-11% -$33.1K 0.02% 271
2021
Q2 		$295K Hold
1,903
– – 0.03% 255
2021
Q1 		$280K Sell
1,903
-200
-10% -$28.5K 0.03% 254
2020
Q4 		$297K Buy
2,103
+498
+31% +$67.5K 0.03% 233
2020
Q3 		$215K Buy
+1,605
New +$202K 0.03% 265

Other funds holding VIG

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
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Courier Capital's VIG Position: Q3 2026 in Review

Courier Capital increased its Vanguard Dividend Appreciation ETF (VIG) stake by 6.7% in Q3 2026, buying an estimated $59.3K and bringing the position to 3,956 shares worth $923K. The position accounts for 0.05% of the portfolio, ranked #231.

Courier Capital first reported a position in VIG in Q3 2020 and has held it in 25 quarters since. 1,619 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • Courier Capital held 3,956 shares of Vanguard Dividend Appreciation ETF worth $923K as of Q3 2026.
  • Courier Capital bought 247 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $59.3K.
  • Vanguard Dividend Appreciation ETF made up 0.05% of Courier Capital's portfolio in Q3 2026, its #231 holding.
  • Courier Capital first reported a position in Vanguard Dividend Appreciation ETF in Q3 2020 and has held it in 25 quarters since.
  • 1,619 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Courier Capital's 13F filing for Q3 2026, filed 13 Oct 2026.