Discipline Wealth Solutions’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Discipline Wealth Solutions’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	$2.2M	Buy	9,437 +44	+0.5%	+$10.6K	0.19%	64
2026 Q2	$2.22M	Sell	9,393 -102	-1%	-$23.4K	0.19%	61
2026 Q1	$2.04M	Buy	9,495 +16	+0.2%	+$3.57K	0.22%	62
2025 Q4	$2.08M	Buy	9,479 +4,622	+95%	+$1.01M	0.39%	48
2025 Q3	$1.05M	Buy	+4,857	New	+$1.02M	0.28%	56

Other funds holding VIG

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

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

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

PCMC

Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

Discipline Wealth Solutions's VIG Position: Q3 2026 in Review

Discipline Wealth Solutions increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.47% in Q3 2026, buying an estimated $10.6K and bringing the position to 9,437 shares worth $2.2M. The position accounts for 0.19% of the portfolio, ranked #64.

Discipline Wealth Solutions first reported a position in VIG in Q3 2025 and has held it in 5 quarters since. The position peaked at $2.22M in Q2 2026. 521 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

Discipline Wealth Solutions held 9,437 shares of Vanguard Dividend Appreciation ETF worth $2.2M as of Q3 2026.
Discipline Wealth Solutions bought 44 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $10.6K.
Vanguard Dividend Appreciation ETF made up 0.19% of Discipline Wealth Solutions's portfolio in Q3 2026, its #64 holding.
Discipline Wealth Solutions first reported a position in Vanguard Dividend Appreciation ETF in Q3 2025 and has held it in 5 quarters since.
Discipline Wealth Solutions's Vanguard Dividend Appreciation ETF position peaked at $2.22M in Q2 2026.
521 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Discipline Wealth Solutions's 13F filing for Q3 2026, filed 14 Oct 2026.