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

DDFG 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	$13.3M	Sell	57,056 -280	-0.5%	-$67.3K	2.62%	14
2026 Q2	$13.6M	Sell	57,336 -657	-1%	-$151K	2.69%	14
2026 Q1	$12.5M	Sell	57,993 -2,566	-4%	-$572K	2.69%	12
2025 Q4	$13.3M	Sell	60,559 -1,652	-3%	-$361K	2.91%	11
2025 Q3	$13.4M	Sell	62,211 -30,663	-33%	-$6.44M	3.1%	11
2025 Q2	$19M	Buy	92,874 +4,147	+5%	+$804K	4.78%	7
2025 Q1	$17.2M	Sell	88,727 -1,665	-2%	-$331K	4.77%	8
2024 Q4	$17.7M	Sell	90,392 -854	-0.9%	-$171K	5.11%	7
2024 Q3	$18.1M	Sell	91,246 -1,368	-1%	-$260K	5.16%	7
2024 Q2	$16.9M	Sell	92,614 -2,771	-3%	-$499K	5.22%	7
2024 Q1	$17.4M	Sell	95,385 -903	-0.9%	-$159K	5.53%	7
2023 Q4	$16.4M	Sell	96,288 -1,050	-1%	-$169K	5.55%	7
2023 Q3	$15.1M	Sell	97,338 -1,868	-2%	-$303K	5.58%	7
2023 Q2	$16.1M	Sell	99,206 -549	-0.6%	-$86K	5.93%	6
2023 Q1	$15.4M	Sell	99,755 -683	-0.7%	-$105K	5.97%	6
2022 Q4	$15.3M	Buy	+100,438	New	+$15M	6.31%	4

Other funds holding VIG

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

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

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

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

DDFG Inc's VIG Position: Q3 2026 in Review

DDFG Inc reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.49% in Q3 2026, selling an estimated $67.3K and leaving 57,056 shares worth $13.3M. The position accounts for 2.62% of the portfolio, ranked #14.

DDFG Inc first reported a position in VIG in Q4 2022 and has held it in 16 quarters since. The position peaked at $19M in Q2 2025. 1,365 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

DDFG Inc held 57,056 shares of Vanguard Dividend Appreciation ETF worth $13.3M as of Q3 2026.
DDFG Inc sold 280 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $67.3K.
Vanguard Dividend Appreciation ETF made up 2.62% of DDFG Inc's portfolio in Q3 2026, its #14 holding.
DDFG Inc first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 16 quarters since.
DDFG Inc's Vanguard Dividend Appreciation ETF position peaked at $19M in Q2 2025.
1,365 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on DDFG Inc's 13F filing for Q3 2026, filed 15 Oct 2026.