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CX Institutional’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

CX Institutional’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 		$473K Sell
2,028
-303
-13% -$72.8K 0.01% 489
2026
Q2 		$552K Sell
2,331
-77
-3% -$17.7K 0.02% 451
2026
Q1 		$518K Sell
2,408
-426
-15% -$95K 0.02% 453
2025
Q4 		$623K Sell
2,834
-1,179
-29% -$258K 0.02% 364
2025
Q3 		$866K Buy
4,013
+2,919
+267% +$613K 0.03% 324
2025
Q2 		$224K Hold
1,094
– – 0.01% 594
2025
Q1 		$212K Buy
+1,094
New +$218K 0.01% 588
2023
Q3 		– Sell
-1,866
Closed -$303K – 551
2023
Q2 		$303K Sell
1,866
-382
-17% -$59.8K 0.02% 422
2023
Q1 		$348K Buy
2,248
+532
+31% +$81.5K 0.02% 393
2022
Q4 		$261K Hold
1,716
– – 0.02% 456
2022
Q3 		$232K Buy
1,716
+1,176
+218% +$175K 0.02% 425
2022
Q2 		$77K Buy
+540
New +$82.2K 0.01% 595
2021
Q4 		– Sell
-106
Closed -$16K – 874
2021
Q3 		$16K Hold
106
– – ﹤0.01% 778
2021
Q2 		$16K Hold
106
– – ﹤0.01% 773
2021
Q1 		$16K Hold
106
– – ﹤0.01% 711
2020
Q4 		$15K Hold
106
– – ﹤0.01% 675
2020
Q3 		$14K Sell
106
-35
-25% -$4.4K ﹤0.01% 622
2020
Q2 		$17K Buy
+141
New +$16.1K ﹤0.01% 479
2019
Q2 		– Sell
-617
Closed -$68K – 995
2019
Q1 		$68K Buy
+617
New +$65K 0.01% 311
2018
Q4 		– Sell
-68
Closed -$8K – 565
2018
Q3 		$8K Buy
+68
New +$7.31K ﹤0.01% 270

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

CX Institutional's VIG Position: Q3 2026 in Review

CX Institutional reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 13% in Q3 2026, selling an estimated $72.8K and leaving 2,028 shares worth $473K. The position accounts for 0.01% of the portfolio, ranked #489.

CX Institutional first reported a position in VIG in Q3 2018 and has held it in 20 quarters since. The position peaked at $866K in Q3 2025. 153 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • CX Institutional held 2,028 shares of Vanguard Dividend Appreciation ETF worth $473K as of Q3 2026.
  • CX Institutional sold 303 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $72.8K.
  • Vanguard Dividend Appreciation ETF made up 0.01% of CX Institutional's portfolio in Q3 2026, its #489 holding.
  • CX Institutional first reported a position in Vanguard Dividend Appreciation ETF in Q3 2018 and has held it in 20 quarters since.
  • CX Institutional's Vanguard Dividend Appreciation ETF position peaked at $866K in Q3 2025.
  • 153 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.