Excalibur Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Excalibur 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	$2.93M	Buy	12,553 +2,600	+26%	+$625K	0.95%	27
2026 Q2	$2.36M	Buy	9,953 +1,348	+16%	+$310K	0.78%	33
2026 Q1	$1.85M	Buy	8,605 +3,040	+55%	+$678K	0.66%	42
2025 Q4	$1.22M	Buy	5,565 +1,572	+39%	+$343K	0.44%	65
2025 Q3	$862K	Buy	3,993 +419	+12%	+$88K	0.31%	83
2025 Q2	$731K	Buy	3,574 +718	+25%	+$139K	0.27%	89
2025 Q1	$554K	Buy	2,856 +671	+31%	+$133K	0.22%	95
2024 Q4	$428K	Buy	2,185 +244	+13%	+$48.7K	0.17%	106
2024 Q3	$385K	Buy	1,941 +329	+20%	+$62.6K	0.15%	122
2024 Q2	$294K	Buy	+1,612	New	+$290K	0.12%	132
2016 Q1	–	Sell	-3,983	Closed	-$310K	–	74
2015 Q4	$310K	Buy	+3,983	New	+$311K	0.29%	52

Other funds holding VIG

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Excalibur Management's VIG Position: Q3 2026 in Review

Excalibur Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 26% in Q3 2026, buying an estimated $625K and bringing the position to 12,553 shares worth $2.93M. The position accounts for 0.95% of the portfolio, ranked #27.

Excalibur Management first reported a position in VIG in Q4 2015 and has held it in 11 quarters since. 1,311 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

Excalibur Management held 12,553 shares of Vanguard Dividend Appreciation ETF worth $2.93M as of Q3 2026.
Excalibur Management bought 2,600 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $625K.
Vanguard Dividend Appreciation ETF made up 0.95% of Excalibur Management's portfolio in Q3 2026, its #27 holding.
Excalibur Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2015 and has held it in 11 quarters since.
1,311 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Excalibur Management's 13F filing for Q3 2026, filed 2 Nov 2026.