Evermay Wealth Management
VIG icon

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

Evermay 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 		$66.5K Buy
285
+75
+36% +$18K 0.01% 332
2026
Q2 		$49.7K Buy
210
+7
+3% +$1.61K 0.01% 357
2026
Q1 		$43.7K Hold
203
– – ﹤0.01% 330
2025
Q4 		$44.6K Sell
203
-308
-60% -$67.3K 0.01% 331
2025
Q3 		$110K Hold
511
– – 0.01% 255
2025
Q2 		$105K Sell
511
-23
-4% -$4.46K 0.01% 263
2025
Q1 		$104K Hold
534
– – 0.01% 256
2024
Q4 		$105K Hold
534
– – 0.02% 255
2024
Q3 		$106K Hold
534
– – 0.02% 264
2024
Q2 		$97.6K Hold
534
– – 0.02% 272
2024
Q1 		$97.5K Hold
534
– – 0.01% 279
2023
Q4 		$91K Hold
534
– – 0.02% 266
2023
Q3 		$83.1K Buy
534
+308
+136% +$49.9K 0.02% 253
2023
Q2 		$36.8K Buy
226
+29
+15% +$4.54K 0.01% 335
2023
Q1 		$30.3K Sell
197
-215
-52% -$32.9K 0.01% 341
2022
Q4 		$62.6K Sell
412
-145
-26% -$21.6K 0.01% 276
2022
Q3 		$75K Buy
557
+66
+13% +$9.8K 0.01% 245
2022
Q2 		$70K Buy
491
+309
+170% +$47K 0.01% 249
2022
Q1 		$30K Buy
+182
New +$29.4K 0.01% 340
2021
Q4 		– Sell
-43
Closed -$7K – 535
2021
Q3 		$7K Buy
43
+11
+34% +$1.75K ﹤0.01% 403
2021
Q2 		$5K Buy
+32
New +$4.91K ﹤0.01% 453
2014
Q1 		– Sell
-6,805
Closed -$512K – 69
2013
Q4 		$512K Buy
+6,805
New +$495K 0.71% 21

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

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

Evermay Wealth Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 36% in Q3 2026, buying an estimated $18K and bringing the position to 285 shares worth $66.5K. The position accounts for 0.01% of the portfolio, ranked #332.

Evermay Wealth Management first reported a position in VIG in Q4 2013 and has held it in 22 quarters since. The position peaked at $512K in Q4 2013. 1,712 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • Evermay Wealth Management held 285 shares of Vanguard Dividend Appreciation ETF worth $66.5K as of Q3 2026.
  • Evermay Wealth Management bought 75 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $18K.
  • Vanguard Dividend Appreciation ETF made up 0.01% of Evermay Wealth Management's portfolio in Q3 2026, its #332 holding.
  • Evermay Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2013 and has held it in 22 quarters since.
  • Evermay Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $512K in Q4 2013.
  • 1,712 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Evermay Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.