Demars Financial Group
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Demars Financial Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Demars Financial 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 		$385K Sell
1,649
-537
-25% -$129K 0.1% 93
2026
Q2 		$517K Buy
2,186
+40
+2% +$9.18K 0.14% 76
2026
Q1 		$461K Sell
2,146
-55
-2% -$12.3K 0.15% 70
2025
Q4 		$484K Buy
2,201
+461
+26% +$101K 0.16% 61
2025
Q3 		$376K Sell
1,740
-72
-4% -$15.1K 0.13% 68
2025
Q2 		$371K Buy
1,812
+32
+2% +$6.2K 0.14% 65
2025
Q1 		$345K Sell
1,780
-21
-1% -$4.18K 0.15% 60
2024
Q4 		$353K Sell
1,801
-73
-4% -$14.6K 0.15% 57
2024
Q3 		$371K Sell
1,874
-8
-0.4% -$1.52K 0.17% 55
2024
Q2 		$344K Sell
1,882
-19
-1% -$3.42K 0.16% 54
2024
Q1 		$347K Buy
1,901
+11
+0.6% +$1.93K 0.17% 54
2023
Q4 		$322K Sell
1,890
-837
-31% -$135K 0.17% 53
2023
Q3 		$424K Hold
2,727
– – 0.24% 56
2023
Q2 		$443K Sell
2,727
-64
-2% -$10K 0.25% 55
2023
Q1 		$430K Sell
2,791
-17
-0.6% -$2.6K 0.24% 56
2022
Q4 		$426K Sell
2,808
-952
-25% -$142K 0.24% 52
2022
Q3 		$508K Hold
3,760
– – 0.3% 48
2022
Q2 		$539K Sell
3,760
-3,488
-48% -$531K 0.31% 53
2022
Q1 		$1.18M Sell
7,248
-60,839
-89% -$9.8M 0.59% 38
2021
Q4 		$11.7M Buy
68,087
+2,667
+4% +$440K 6.19% 2
2021
Q3 		$10M Sell
65,420
-7,507
-10% -$1.2M 5.92% 3
2021
Q2 		$11.3M Buy
72,927
+3,555
+5% +$546K 6.79% 2
2021
Q1 		$10.2M Sell
69,372
-729
-1% -$104K 6.86% 3
2020
Q4 		$9.9M Buy
70,101
+68,175
+3,540% +$9.24M 7% 3
2020
Q3 		$248K Buy
1,926
+113
+6% +$14.2K 0.19% 54
2020
Q2 		$212K Buy
+1,813
New +$206K 0.18% 59

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

Demars Financial Group's VIG Position: Q3 2026 in Review

Demars Financial Group reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 25% in Q3 2026, selling an estimated $129K and leaving 1,649 shares worth $385K. The position accounts for 0.1% of the portfolio, ranked #93.

Demars Financial Group first reported a position in VIG in Q2 2020 and has held it in 26 quarters since. The position peaked at $11.7M in Q4 2021. 1,282 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • Demars Financial Group held 1,649 shares of Vanguard Dividend Appreciation ETF worth $385K as of Q3 2026.
  • Demars Financial Group sold 537 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $129K.
  • Vanguard Dividend Appreciation ETF made up 0.1% of Demars Financial Group's portfolio in Q3 2026, its #93 holding.
  • Demars Financial Group first reported a position in Vanguard Dividend Appreciation ETF in Q2 2020 and has held it in 26 quarters since.
  • Demars Financial Group's Vanguard Dividend Appreciation ETF position peaked at $11.7M in Q4 2021.
  • 1,282 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Demars Financial Group's 13F filing for Q3 2026, filed 22 Oct 2026.