Dala Group
VIG icon

Dala Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Dala Group’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 		$14.3M Buy
61,324
+5,433
+10% +$1.31M 10.6% 3
2026
Q2 		$13.2M Buy
55,891
+1,014
+2% +$233K 10.9% 3
2026
Q1 		$11.8M Buy
54,877
+8,158
+17% +$1.82M 9.87% 3
2025
Q4 		$10.3M Buy
+46,719
New +$10.2M 8.89% 2

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
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
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
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

Dala Group's VIG Position: Q3 2026 in Review

Dala Group increased its Vanguard Dividend Appreciation ETF (VIG) stake by 9.7% in Q3 2026, buying an estimated $1.31M and bringing the position to 61,324 shares worth $14.3M. The position accounts for 10.6% of the portfolio, ranked #3.

Dala Group first reported a position in VIG in Q4 2025 and has held it in 4 quarters since. 1,282 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • Dala Group held 61,324 shares of Vanguard Dividend Appreciation ETF worth $14.3M as of Q3 2026.
  • Dala Group bought 5,433 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $1.31M.
  • Vanguard Dividend Appreciation ETF made up 10.6% of Dala Group's portfolio in Q3 2026, its #3 holding.
  • Dala Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2025 and has held it in 4 quarters since.
  • 1,282 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Dala Group's 13F filing for Q3 2026, filed 29 Oct 2026.