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

FMA 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	$4.03M	Buy	17,280 +118	+0.7%	+$28.3K	2.54%	13
2026 Q2	$4.06M	Sell	17,162 -323	-2%	-$74.2K	2.6%	15
2026 Q1	$3.76M	Buy	17,485 +68	+0.4%	+$15.2K	2.5%	14
2025 Q4	$3.83M	Sell	17,417 -74	-0.4%	-$16.2K	2.48%	14
2025 Q3	$3.77M	Buy	17,491 +220	+1%	+$46.2K	2.59%	13
2025 Q2	$3.53M	Buy	17,271 +314	+2%	+$60.9K	2.62%	13
2025 Q1	$3.44M	Sell	16,957 -68	-0.4%	-$13.5K	2.65%	12
2024 Q4	$3.33M	Buy	17,025 +132	+0.8%	+$26.4K	2.48%	13
2024 Q3	$3.35M	Buy	16,893 +334	+2%	+$63.6K	2.43%	13
2024 Q2	$3.02M	Sell	16,559 -72	-0.4%	-$13K	2.44%	13
2024 Q1	$3.04M	Buy	16,631 +261	+2%	+$45.9K	2.52%	13
2023 Q4	$2.79M	Buy	+16,370	New	+$2.63M	2.54%	12

Other funds holding VIG

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

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

Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

FMA Wealth Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.69% in Q3 2026, buying an estimated $28.3K and bringing the position to 17,280 shares worth $4.03M. The position accounts for 2.54% of the portfolio, ranked #13.

FMA Wealth Management first reported a position in VIG in Q4 2023 and has held it in 12 quarters since. The position peaked at $4.06M in Q2 2026. 734 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

FMA Wealth Management held 17,280 shares of Vanguard Dividend Appreciation ETF worth $4.03M as of Q3 2026.
FMA Wealth Management bought 118 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $28.3K.
Vanguard Dividend Appreciation ETF made up 2.54% of FMA Wealth Management's portfolio in Q3 2026, its #13 holding.
FMA Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 12 quarters since.
FMA Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $4.06M in Q2 2026.
734 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on FMA Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.