Emerald Advisors
VIG icon

Emerald Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Emerald Advisors’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 		$3.74M Buy
16,025
+2,366
+17% +$568K 0.48% 13
2026
Q2 		$3.23M Buy
13,659
+1,210
+10% +$278K 0.41% 16
2026
Q1 		$2.68M Buy
12,449
+1,002
+9% +$223K 0.33% 17
2025
Q4 		$2.52M Buy
11,447
+833
+8% +$182K 0.34% 19
2025
Q3 		$2.29M Buy
10,614
+201
+2% +$42.2K 0.3% 19
2025
Q2 		$2.13M Buy
10,413
+491
+5% +$95.2K 0.27% 18
2025
Q1 		$1.92M Buy
9,922
+903
+10% +$180K 0.26% 17
2024
Q4 		$1.77M Sell
9,019
-1
-0% -$200 0.24% 21
2024
Q3 		$1.82M Sell
9,020
-124
-1% -$23.6K 0.26% 19
2024
Q2 		$1.67M Buy
9,144
+411
+5% +$74K 0.25% 18
2024
Q1 		$1.59M Buy
8,733
+311
+4% +$54.6K 0.28% 19
2023
Q4 		$1.44M Buy
8,422
+235
+3% +$37.8K 0.27% 18
2023
Q3 		$1.27M Buy
8,187
+154
+2% +$25K 0.3% 17
2023
Q2 		$1.3M Buy
8,033
+699
+10% +$109K 0.31% 18
2023
Q1 		$1.13M Buy
7,334
+585
+9% +$89.6K 0.29% 19
2022
Q4 		$1.02M Sell
6,749
-186
-3% -$27.7K 0.28% 19
2022
Q3 		$937K Buy
6,935
+123
+2% +$18.3K 0.27% 21
2022
Q2 		$977K Buy
6,812
+544
+9% +$82.8K 0.27% 26
2022
Q1 		$1.02M Buy
6,268
+615
+11% +$99.2K 0.24% 26
2021
Q4 		$971K Buy
+5,653
New +$932K 0.23% 27

Other funds holding VIG

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
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Emerald Advisors's VIG Position: Q3 2026 in Review

Emerald Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 17% in Q3 2026, buying an estimated $568K and bringing the position to 16,025 shares worth $3.74M. The position accounts for 0.48% of the portfolio, ranked #13.

Emerald Advisors first reported a position in VIG in Q4 2021 and has held it in 20 quarters since. 617 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • Emerald Advisors held 16,025 shares of Vanguard Dividend Appreciation ETF worth $3.74M as of Q3 2026.
  • Emerald Advisors bought 2,366 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $568K.
  • Vanguard Dividend Appreciation ETF made up 0.48% of Emerald Advisors's portfolio in Q3 2026, its #13 holding.
  • Emerald Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 20 quarters since.
  • 617 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Emerald Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.