GER Loftin Wealth Advisors LLC’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

GER Loftin Wealth Advisors LLC’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	$16M	Buy	+68,738	New	+$16.5M	5.1%	7

Other funds holding VIG

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 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

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

GER Loftin Wealth Advisors LLC's VIG Position: Q3 2026 in Review

GER Loftin Wealth Advisors LLC opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q3 2026: 68,738 shares worth $16M. The stake represents 5.1% of the portfolio and ranks #7 among its holdings.

2,091 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

GER Loftin Wealth Advisors LLC held 68,738 shares of Vanguard Dividend Appreciation ETF worth $16M as of Q3 2026.
Vanguard Dividend Appreciation ETF was a new GER Loftin Wealth Advisors LLC position in Q3 2026.
Vanguard Dividend Appreciation ETF made up 5.1% of GER Loftin Wealth Advisors LLC's portfolio in Q3 2026, its #7 holding.
2,091 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on GER Loftin Wealth Advisors LLC's 13F filing for Q3 2026, filed 12 Nov 2026.