Fairman Group
VIG icon

Fairman Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Fairman 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
Q3 		$404K Sell
1,731
-6
-0.3% -$1.44K 0.29% 46
2026
Q2 		$411K Sell
1,737
-6
-0.3% -$1.38K 0.32% 42
2026
Q1 		$375K Sell
1,743
-27
-2% -$6.02K 0.32% 40
2025
Q4 		$389K Buy
1,770
+14
+0.8% +$3.06K 0.31% 39
2025
Q3 		$381K Buy
1,756
+7
+0.4% +$1.47K 0.31% 38
2025
Q2 		$360K Hold
1,749
– – 0.3% 36
2025
Q1 		$341K Buy
1,749
+8
+0.5% +$1.59K 0.31% 37
2024
Q4 		$341K Buy
1,741
+14
+0.8% +$2.8K 0.28% 37
2024
Q3 		$344K Buy
1,727
+8
+0.5% +$1.52K 0.31% 36
2024
Q2 		$315K Hold
1,719
– – 0.32% 35
2024
Q1 		$314K Buy
1,719
+7
+0.4% +$1.23K 0.3% 35
2023
Q4 		$292K Buy
+1,712
New +$275K 0.28% 35

Other funds holding VIG

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
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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Fairman Group's VIG Position: Q3 2026 in Review

Fairman Group reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.35% in Q3 2026, selling an estimated $1.44K and leaving 1,731 shares worth $404K. The position accounts for 0.29% of the portfolio, ranked #46.

Fairman Group first reported a position in VIG in Q4 2023 and has held it in 12 quarters since. The position peaked at $411K in Q2 2026. 1,533 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • Fairman Group held 1,731 shares of Vanguard Dividend Appreciation ETF worth $404K as of Q3 2026.
  • Fairman Group sold 6 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $1.44K.
  • Vanguard Dividend Appreciation ETF made up 0.29% of Fairman Group's portfolio in Q3 2026, its #46 holding.
  • Fairman Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 12 quarters since.
  • Fairman Group's Vanguard Dividend Appreciation ETF position peaked at $411K in Q2 2026.
  • 1,533 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Fairman Group's 13F filing for Q3 2026, filed 26 Oct 2026.