Financial Management Network’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Financial Management Network’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	$4.01M	Sell	17,081 -292	-2%	-$70.1K	0.58%	39
2026 Q2	$4.13M	Sell	17,373 -36	-0.2%	-$8.27K	0.59%	40
2026 Q1	$3.88M	Sell	17,409 -1,049	-6%	-$234K	0.59%	40
2025 Q4	$4.07M	Buy	18,458 +19	+0.1%	+$4.15K	0.64%	39
2025 Q3	$4.02M	Buy	18,439 +89	+0.5%	+$18.7K	0.66%	39
2025 Q2	$3.81M	Buy	18,350 +20	+0.1%	+$3.88K	0.68%	39
2025 Q1	$3.22M	Buy	18,330 +88	+0.5%	+$17.5K	0.72%	35
2024 Q4	$3.58M	Sell	18,242 -68	-0.4%	-$13.6K	0.74%	33
2024 Q3	$3.61M	Sell	18,310 -23	-0.1%	-$4.38K	0.76%	31
2024 Q2	$3.37M	Sell	18,333 -145	-0.8%	-$26.1K	0.81%	27
2024 Q1	$3.29M	Sell	18,478 -221	-1%	-$38.8K	0.83%	28
2023 Q4	$3.15M	Sell	18,699 -1,697	-8%	-$273K	0.92%	25
2023 Q3	$3.14M	Sell	20,396 -858	-4%	-$139K	1.04%	21
2023 Q2	$3.45M	Sell	21,254 -639	-3%	-$100K	1.2%	20
2023 Q1	$3.37M	Sell	21,893 -900	-4%	-$138K	1.35%	19
2022 Q4	$3.48M	Sell	22,793 -221	-1%	-$32.9K	1.55%	13
2022 Q3	$3.27M	Sell	23,014 -428	-2%	-$63.7K	1.62%	12
2022 Q2	$3.4M	Buy	23,442 +217	+0.9%	+$33K	1.81%	13
2022 Q1	$3.78M	Buy	23,225 +129	+0.6%	+$20.8K	1.92%	12
2021 Q4	$3.98M	Buy	23,096 +245	+1%	+$40.4K	1.82%	13
2021 Q3	$3.51M	Buy	22,851 +422	+2%	+$67.2K	1.78%	12
2021 Q2	$3.52M	Sell	22,429 -647	-3%	-$99.3K	1.79%	14
2021 Q1	$3.56M	Buy	23,076 +711	+3%	+$101K	1.84%	13
2020 Q4	$3.18M	Buy	+22,365	New	+$3.03M	1.95%	13

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

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

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

Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return

Financial Management Network's VIG Position: Q3 2026 in Review

Financial Management Network reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 1.7% in Q3 2026, selling an estimated $70.1K and leaving 17,081 shares worth $4.01M. The position accounts for 0.58% of the portfolio, ranked #39.

Financial Management Network first reported a position in VIG in Q4 2020 and has held it in 24 quarters since. The position peaked at $4.13M in Q2 2026. 936 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

Financial Management Network held 17,081 shares of Vanguard Dividend Appreciation ETF worth $4.01M as of Q3 2026.
Financial Management Network sold 292 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $70.1K.
Vanguard Dividend Appreciation ETF made up 0.58% of Financial Management Network's portfolio in Q3 2026, its #39 holding.
Financial Management Network first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 24 quarters since.
Financial Management Network's Vanguard Dividend Appreciation ETF position peaked at $4.13M in Q2 2026.
936 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Financial Management Network's 13F filing for Q3 2026, filed 9 Oct 2026.