Eagle Strategies
VIG icon

Eagle Strategies’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Eagle Strategies’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 		$3.61M Sell
15,488
-138
-0.9% -$33.1K 0.35% 65
2026
Q2 		$3.7M Buy
15,626
+718
+5% +$165K 0.37% 62
2026
Q1 		$3.21M Buy
14,908
+1,102
+8% +$246K 0.38% 63
2025
Q4 		$3.03M Buy
13,806
+1,619
+13% +$354K 0.39% 58
2025
Q3 		$2.63M Buy
12,187
+7,042
+137% +$1.48M 0.35% 64
2025
Q2 		$1.05M Sell
5,145
-23
-0.4% -$4.46K 0.16% 106
2025
Q1 		$1M Buy
5,168
+723
+16% +$144K 0.17% 104
2024
Q4 		$871K Buy
4,445
+78
+2% +$15.6K 0.15% 105
2024
Q3 		$865K Sell
4,367
-45
-1% -$8.57K 0.16% 101
2024
Q2 		$805K Sell
4,412
-39,611
-90% -$7.13M 0.15% 105
2024
Q1 		$8.04M Buy
44,023
+39,872
+961% +$7M 1.79% 9
2023
Q4 		$707K Buy
4,151
+39
+0.9% +$6.28K 0.15% 103
2023
Q3 		$639K Sell
4,112
-124
-3% -$20.1K 0.16% 105
2023
Q2 		$688K Buy
4,236
+18
+0.4% +$2.82K 0.17% 102
2023
Q1 		$650K Buy
4,218
+17
+0.4% +$2.6K 0.16% 97
2022
Q4 		$638K Sell
4,201
-292
-6% -$43.5K 0.19% 95
2022
Q3 		$607K Sell
4,493
-12
-0.3% -$1.79K 0.32% 61
2022
Q2 		$646K Sell
4,505
-560
-11% -$85.2K 0.24% 82
2022
Q1 		$821K Sell
5,065
-39,163
-89% -$6.32M 0.32% 61
2021
Q4 		$7.6M Buy
+44,228
New +$7.29M 2.96% 6

Other funds holding VIG

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $225B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Eagle Strategies's VIG Position: Q3 2026 in Review

Eagle Strategies reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.88% in Q3 2026, selling an estimated $33.1K and leaving 15,488 shares worth $3.61M. The position accounts for 0.35% of the portfolio, ranked #65.

Eagle Strategies first reported a position in VIG in Q4 2021 and has held it in 20 quarters since. The position peaked at $8.04M in Q1 2024. 2,356 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • Eagle Strategies held 15,488 shares of Vanguard Dividend Appreciation ETF worth $3.61M as of Q3 2026.
  • Eagle Strategies sold 138 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $33.1K.
  • Vanguard Dividend Appreciation ETF made up 0.35% of Eagle Strategies's portfolio in Q3 2026, its #65 holding.
  • Eagle Strategies first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 20 quarters since.
  • Eagle Strategies's Vanguard Dividend Appreciation ETF position peaked at $8.04M in Q1 2024.
  • 2,356 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Eagle Strategies's 13F filing for Q3 2026, filed 16 Oct 2026.