EPG Wealth Management
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EPG Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

EPG Wealth Management’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 		$286K Sell
1,224
-101
-8% -$24.3K 0.07% 167
2026
Q2 		$313K Sell
1,325
-28
-2% -$6.43K 0.08% 159
2026
Q1 		$291K Buy
1,353
+5
+0.4% +$1.12K 0.08% 164
2025
Q4 		$296K Buy
1,348
+9
+0.7% +$1.97K 0.08% 161
2025
Q3 		$289K Sell
1,339
-45
-3% -$9.45K 0.08% 165
2025
Q2 		$283K Hold
1,384
– – 0.09% 164
2025
Q1 		$269K Sell
1,384
-44
-3% -$8.75K 0.07% 202
2024
Q4 		$280K Sell
1,428
-678
-32% -$135K 0.07% 201
2024
Q3 		$417K Buy
+2,106
New +$401K 0.11% 175
2024
Q2 		– Sell
-2,734
Closed -$492K – 174
2024
Q1 		$499K Sell
2,734
-35
-1% -$6.15K 0.12% 168
2023
Q4 		$481K Buy
2,769
+296
+12% +$47.6K 0.13% 163
2023
Q3 		$384K Buy
2,473
+4
+0.2% +$648 0.12% 172
2023
Q2 		$401K Buy
2,469
+200
+9% +$31.3K 0.12% 164
2023
Q1 		$349K Buy
2,269
+41
+2% +$6.28K 0.11% 172
2022
Q4 		$338K Buy
2,228
+107
+5% +$15.9K 0.13% 143
2022
Q3 		$287K Buy
2,121
+4
+0.2% +$595 0.12% 160
2022
Q2 		$304K Sell
2,117
-201
-9% -$30.6K 0.13% 157
2022
Q1 		$376K Buy
2,318
+527
+29% +$85K 0.13% 146
2021
Q4 		$308K Buy
1,791
+4
+0.2% +$659 0.11% 168
2021
Q3 		$274K Buy
1,787
+4
+0.2% +$637 0.11% 167
2021
Q2 		$276K Sell
1,783
-95
-5% -$14.6K 0.12% 161
2021
Q1 		$276K Buy
1,878
+153
+9% +$21.8K 0.13% 146
2020
Q4 		$244K Buy
1,725
+57
+3% +$7.72K 0.15% 128
2020
Q3 		$215K Buy
+1,668
New +$210K 0.16% 118
2020
Q2 		– Sell
-1,836
Closed -$190K – 744
2020
Q1 		$190K Sell
1,836
-370
-17% -$44.2K 0.14% 127
2019
Q4 		$275K Buy
+2,206
New +$267K 0.2% 83

Other funds holding VIG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Joel Isaacson & Co
Joel Isaacson & Co New York $3.5B AUM 17.42% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Confluence Wealth Services
Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return

EPG Wealth Management's VIG Position: Q3 2026 in Review

EPG Wealth Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 7.6% in Q3 2026, selling an estimated $24.3K and leaving 1,224 shares worth $286K. The position accounts for 0.07% of the portfolio, ranked #167.

EPG Wealth Management first reported a position in VIG in Q4 2019 and has held it in 26 quarters since. The position peaked at $499K in Q1 2024. 1,705 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • EPG Wealth Management held 1,224 shares of Vanguard Dividend Appreciation ETF worth $286K as of Q3 2026.
  • EPG Wealth Management sold 101 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $24.3K.
  • Vanguard Dividend Appreciation ETF made up 0.07% of EPG Wealth Management's portfolio in Q3 2026, its #167 holding.
  • EPG Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and has held it in 26 quarters since.
  • EPG Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $499K in Q1 2024.
  • 1,705 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on EPG Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.