Foundry Financial’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Foundry Financial’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	$219K	Buy	+937	New	+$225K	0.07%	89

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

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

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

Foundry Financial's VIG Position: Q3 2026 in Review

Foundry Financial opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q3 2026: 937 shares worth $219K. The stake represents 0.07% of the portfolio and ranks #89 among its holdings.

866 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

Foundry Financial held 937 shares of Vanguard Dividend Appreciation ETF worth $219K as of Q3 2026.
Vanguard Dividend Appreciation ETF was a new Foundry Financial position in Q3 2026.
Vanguard Dividend Appreciation ETF made up 0.07% of Foundry Financial's portfolio in Q3 2026, its #89 holding.
866 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Foundry Financial's 13F filing for Q3 2026, filed 16 Oct 2026.