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

Finer 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	$467K	Hold	2,000	–	–	0.18%	61
2026 Q2	$473K	Hold	2,000	–	–	0.21%	60
2026 Q1	$430K	Hold	2,000	–	–	0.22%	64
2025 Q4	$440K	Hold	2,000	–	–	0.21%	62
2025 Q3	$432K	Hold	2,000	–	–	0.22%	59
2025 Q2	$409K	Hold	2,000	–	–	0.22%	59
2025 Q1	$388K	Hold	2,000	–	–	0.23%	63
2024 Q4	$392K	Hold	2,000	–	–	0.22%	67
2024 Q3	$396K	Hold	2,000	–	–	0.24%	62
2024 Q2	$365K	Sell	2,000 -83	-4%	-$14.9K	0.24%	64
2024 Q1	$380K	Hold	2,083	–	–	0.25%	62
2023 Q4	$355K	Hold	2,083	–	–	0.26%	63
2023 Q3	$324K	Hold	2,083	–	–	0.26%	61
2023 Q2	$338K	Hold	2,083	–	–	0.26%	62
2023 Q1	$321K	Hold	2,083	–	–	0.27%	67
2022 Q4	$316K	Hold	2,083	–	–	0.3%	65
2022 Q3	$282K	Hold	2,083	–	–	0.28%	66
2022 Q2	$299K	Sell	2,083 -250	-11%	-$38K	0.27%	69
2022 Q1	$378K	Hold	2,333	–	–	0.31%	64
2021 Q4	$401K	Buy	+2,333	New	+$385K	0.33%	62

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

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

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

Finer Wealth Management held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q3 2026 at 2,000 shares worth $467K. The position accounts for 0.18% of the portfolio, ranked #61.

Finer Wealth Management first reported a position in VIG in Q4 2021 and has held it in 20 quarters since. The position peaked at $473K in Q2 2026. 1,383 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

Finer Wealth Management held 2,000 shares of Vanguard Dividend Appreciation ETF worth $467K as of Q3 2026.
Finer Wealth Management left its Vanguard Dividend Appreciation ETF share count unchanged in Q3 2026.
Vanguard Dividend Appreciation ETF made up 0.18% of Finer Wealth Management's portfolio in Q3 2026, its #61 holding.
Finer Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 20 quarters since.
Finer Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $473K in Q2 2026.
1,383 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Finer Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.