Flagstar Advisors
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Flagstar Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Flagstar Advisors’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 		$5.42M Sell
23,232
-1,673
-7% -$402K 1.64% 11
2026
Q2 		$5.89M Sell
24,905
-563
-2% -$129K 1.78% 9
2026
Q1 		$5.48M Sell
25,468
-2,752
-10% -$614K 1.98% 6
2025
Q4 		$6.2M Sell
28,220
-157
-0.6% -$34.3K 2.08% 6
2025
Q3 		$6.15M Sell
28,377
-581
-2% -$122K 1.88% 10
2025
Q2 		$5.95M Sell
28,958
-78
-0.3% -$15.1K 1.65% 13
2025
Q1 		$5.63M Sell
29,036
-335
-1% -$66.6K 1.44% 18
2024
Q4 		$5.75M Sell
29,371
-288
-1% -$57.5K 1.43% 16
2024
Q3 		$5.9M Sell
29,659
-10
-0% -$1.9K 1.5% 15
2024
Q2 		$5.44M Sell
29,669
-236
-0.8% -$42.5K 1.49% 16
2024
Q1 		$5.46M Buy
29,905
+480
+2% +$84.3K 1.52% 15
2023
Q4 		$5.01M Sell
29,425
-1,936
-6% -$312K 1.59% 14
2023
Q3 		$4.9M Sell
31,361
-29
-0.1% -$4.7K 1.86% 10
2023
Q2 		$5.11M Buy
31,390
+1,158
+4% +$181K 1.92% 8
2023
Q1 		$4.66M Sell
30,232
-738
-2% -$113K 1.69% 13
2022
Q4 		$4.7M Buy
30,970
+421
+1% +$62.7K 1.65% 14
2022
Q3 		$4.13M Buy
30,549
+1,422
+5% +$212K 1.55% 15
2022
Q2 		$4.18M Buy
29,127
+294
+1% +$44.7K 1.55% 16
2022
Q1 		$4.68M Buy
28,833
+2,060
+8% +$332K 1.47% 18
2021
Q4 		$4.6M Sell
26,773
-555
-2% -$91.5K 1.41% 19
2021
Q3 		$4.2M Buy
+27,328
New +$4.35M 1.4% 21

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
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
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
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Diversified Enterprises
Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return
Trust Point Inc
Trust Point Inc La Crosse, Wisconsin $1.33B AUM 20.56% 1-Year Est. Return

Flagstar Advisors's VIG Position: Q3 2026 in Review

Flagstar Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 6.7% in Q3 2026, selling an estimated $402K and leaving 23,232 shares worth $5.42M. The position accounts for 1.64% of the portfolio, ranked #11.

Flagstar Advisors first reported a position in VIG in Q3 2021 and has held it in 21 quarters since. The position peaked at $6.2M in Q4 2025. 1,226 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • Flagstar Advisors held 23,232 shares of Vanguard Dividend Appreciation ETF worth $5.42M as of Q3 2026.
  • Flagstar Advisors sold 1,673 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $402K.
  • Vanguard Dividend Appreciation ETF made up 1.64% of Flagstar Advisors's portfolio in Q3 2026, its #11 holding.
  • Flagstar Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q3 2021 and has held it in 21 quarters since.
  • Flagstar Advisors's Vanguard Dividend Appreciation ETF position peaked at $6.2M in Q4 2025.
  • 1,226 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Flagstar Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.