Ehrlich Financial Group
VIG icon

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

Ehrlich 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 		$5.15M Buy
22,057
+899
+4% +$216K 2.66% 6
2026
Q2 		$5.01M Buy
21,158
+511
+2% +$117K 2.57% 7
2026
Q1 		$4.44M Buy
20,647
+3,320
+19% +$740K 2.55% 9
2025
Q4 		$3.81M Buy
17,327
+6,397
+59% +$1.4M 2.17% 11
2025
Q3 		$2.36M Sell
10,930
-265
-2% -$55.6K 1.4% 21
2025
Q2 		$2.29M Sell
11,195
-6,727
-38% -$1.3M 1.48% 21
2025
Q1 		$3.48M Sell
17,922
-265
-1% -$52.7K 2.53% 7
2024
Q4 		$3.56M Buy
18,187
+25
+0.1% +$4.99K 2.53% 9
2024
Q3 		$3.6M Sell
18,162
-417
-2% -$79.4K 2.57% 11
2024
Q2 		$3.39M Buy
18,579
+571
+3% +$103K 2.68% 11
2024
Q1 		$3.29M Sell
18,008
-1,133
-6% -$199K 2.77% 10
2023
Q4 		$3.26M Buy
+19,141
New +$3.08M 3.27% 6

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
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
Diversified Enterprises
Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Paragon Capital Management (Colorado)
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return

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

Ehrlich Financial Group increased its Vanguard Dividend Appreciation ETF (VIG) stake by 4.2% in Q3 2026, buying an estimated $216K and bringing the position to 22,057 shares worth $5.15M. The position accounts for 2.66% of the portfolio, ranked #6.

Ehrlich Financial Group first reported a position in VIG in Q4 2023 and has held it in 12 quarters since. 936 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • Ehrlich Financial Group held 22,057 shares of Vanguard Dividend Appreciation ETF worth $5.15M as of Q3 2026.
  • Ehrlich Financial Group bought 899 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $216K.
  • Vanguard Dividend Appreciation ETF made up 2.66% of Ehrlich Financial Group's portfolio in Q3 2026, its #6 holding.
  • Ehrlich Financial Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 12 quarters since.
  • 936 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Ehrlich Financial Group's 13F filing for Q3 2026, filed 20 Oct 2026.