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DAGCO Inc’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

DAGCO Inc’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 		$14M Buy
60,001
+1,863
+3% +$448K 2.43% 12
2026
Q2 		$13.8M Buy
58,138
+2,496
+4% +$573K 2.54% 12
2026
Q1 		$12M Buy
55,642
+2,832
+5% +$631K 2.59% 11
2025
Q4 		$11.6M Buy
52,810
+881
+2% +$192K 2.68% 10
2025
Q3 		$11.2M Buy
51,929
+1,119
+2% +$235K 2.82% 10
2025
Q2 		$10.4M Buy
50,810
+4,046
+9% +$784K 2.9% 9
2025
Q1 		$9.07M Buy
46,764
+2,962
+7% +$589K 2.93% 10
2024
Q4 		$8.58M Buy
43,802
+7,597
+21% +$1.52M 2.84% 10
2024
Q3 		$7.17M Buy
36,205
+1,281
+4% +$244K 2.94% 10
2024
Q2 		$6.38M Buy
34,924
+663
+2% +$119K 2.83% 8
2024
Q1 		$6.26M Buy
+34,261
New +$6.02M 2.85% 8
2023
Q4 		– Sell
-1,580
Closed -$201K – 280
2023
Q3 		$201K Sell
1,580
-34,494
-96% -$5.59M 0.1% 78
2023
Q2 		$5.86M Buy
36,074
+330
+0.9% +$51.7K 2.91% 9
2023
Q1 		$5.5M Sell
35,744
-1,519
-4% -$233K 2.96% 8
2022
Q4 		$5.66M Sell
37,263
-2,323
-6% -$346K 3.31% 7
2022
Q3 		$5.35M Buy
39,586
+318
+0.8% +$47.3K 3.36% 8
2022
Q2 		$5.63M Buy
39,268
+1,610
+4% +$245K 2.91% 10
2022
Q1 		$6.1M Buy
37,658
+1,674
+5% +$270K 2.77% 12
2021
Q4 		$6.18M Buy
35,984
+1,742
+5% +$287K 2.43% 13
2021
Q3 		$5.26M Buy
34,242
+1,772
+5% +$282K 2.26% 16
2021
Q2 		$5.03M Buy
32,470
+4,120
+15% +$632K 2.23% 16
2021
Q1 		$4.17M Buy
28,350
+2,054
+8% +$292K 2.07% 16
2020
Q4 		$3.71M Buy
26,296
+1,384
+6% +$188K 2.06% 14
2020
Q3 		$3.2M Buy
24,912
+4,528
+22% +$570K 2.16% 12
2020
Q2 		$2.39M Buy
20,384
+9,858
+94% +$1.12M 2.4% 10
2020
Q1 		$1.09M Buy
10,526
+3,470
+49% +$414K 1.18% 31
2019
Q4 		$880K Buy
7,056
+4,823
+216% +$583K 0.78% 50
2019
Q3 		$267K Buy
+2,233
New +$263K 0.27% 87

Other funds holding VIG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Diversified Enterprises
Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Paragon Capital Management (Colorado)
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
Berkshire Money Management
Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

DAGCO Inc's VIG Position: Q3 2026 in Review

DAGCO Inc increased its Vanguard Dividend Appreciation ETF (VIG) stake by 3.2% in Q3 2026, buying an estimated $448K and bringing the position to 60,001 shares worth $14M. The position accounts for 2.43% of the portfolio, ranked #12.

DAGCO Inc first reported a position in VIG in Q3 2019 and has held it in 28 quarters since. 866 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • DAGCO Inc held 60,001 shares of Vanguard Dividend Appreciation ETF worth $14M as of Q3 2026.
  • DAGCO Inc bought 1,863 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $448K.
  • Vanguard Dividend Appreciation ETF made up 2.43% of DAGCO Inc's portfolio in Q3 2026, its #12 holding.
  • DAGCO Inc first reported a position in Vanguard Dividend Appreciation ETF in Q3 2019 and has held it in 28 quarters since.
  • 866 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on DAGCO Inc's 13F filing for Q3 2026, filed 20 Oct 2026.