Diversified Enterprises’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Diversified Enterprises’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	$174M	Buy	745,115 +25,548	+4%	+$6.14M	8.05%	2
2026 Q2	$170M	Buy	719,567 +29,261	+4%	+$6.72M	8.24%	2
2026 Q1	$148M	Buy	690,306 +25,254	+4%	+$5.63M	8.13%	2
2025 Q4	$146M	Buy	665,052 +24,761	+4%	+$5.41M	8.69%	2
2025 Q3	$138M	Buy	640,291 +638,467	+35,004%	+$134M	9.3%	2
2025 Q2	$373K	Buy	1,824 +200	+12%	+$38.8K	0.03%	199
2025 Q1	$315K	Buy	1,624 +2	+0.1%	+$398	0.03%	220
2024 Q4	$318K	Buy	+1,622	New	+$324K	0.03%	176

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

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

Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 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

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

Diversified Enterprises's VIG Position: Q3 2026 in Review

Diversified Enterprises increased its Vanguard Dividend Appreciation ETF (VIG) stake by 3.6% in Q3 2026, buying an estimated $6.14M and bringing the position to 745,115 shares worth $174M. The position accounts for 8.05% of the portfolio, ranked #2.

Diversified Enterprises first reported a position in VIG in Q4 2024 and has held it in 8 quarters since. 767 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

Diversified Enterprises held 745,115 shares of Vanguard Dividend Appreciation ETF worth $174M as of Q3 2026.
Diversified Enterprises bought 25,548 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $6.14M.
Vanguard Dividend Appreciation ETF made up 8.05% of Diversified Enterprises's portfolio in Q3 2026, its #2 holding.
Diversified Enterprises first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 8 quarters since.
767 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Diversified Enterprises's 13F filing for Q3 2026, filed 19 Oct 2026.