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Elm3 Financial Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Elm3 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
Q2 		$410K Buy
1,735
+691
+66% +$159K 0.28% 81
2026
Q1 		$224K Hold
1,044
– – 0.19% 106
2025
Q4 		$229K Buy
+1,044
New +$228K 0.19% 106

Other funds holding VIG

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Elm3 Financial Group's VIG Position: Q2 2026 in Review

Elm3 Financial Group increased its Vanguard Dividend Appreciation ETF (VIG) stake by 66% in Q2 2026, buying an estimated $159K and bringing the position to 1,735 shares worth $410K. The position accounts for 0.28% of the portfolio, ranked #81.

Elm3 Financial Group first reported a position in VIG in Q4 2025 and has held it in 3 quarters since. 1,270 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Elm3 Financial Group held 1,735 shares of Vanguard Dividend Appreciation ETF worth $410K as of Q2 2026.
  • Elm3 Financial Group bought 691 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $159K.
  • Vanguard Dividend Appreciation ETF made up 0.28% of Elm3 Financial Group's portfolio in Q2 2026, its #81 holding.
  • Elm3 Financial Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,270 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Elm3 Financial Group's 13F filing for Q2 2026, filed 29 Jul 2026.