Gilbert Capital Group
VIG icon

Gilbert Capital Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Gilbert Capital Group’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 		$262K Buy
1,124
+264
+31% +$63.4K 0.18% 54
2026
Q2 		$203K Sell
860
-74
-8% -$17K 0.14% 56
2026
Q1 		$201K Hold
934
– – 0.16% 50
2025
Q4 		$205K Buy
+934
New +$204K 0.15% 51

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 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
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Gilbert Capital Group's VIG Position: Q3 2026 in Review

Gilbert Capital Group increased its Vanguard Dividend Appreciation ETF (VIG) stake by 31% in Q3 2026, buying an estimated $63.4K and bringing the position to 1,124 shares worth $262K. The position accounts for 0.18% of the portfolio, ranked #54.

Gilbert Capital Group first reported a position in VIG in Q4 2025 and has held it in 4 quarters since. 1,518 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • Gilbert Capital Group held 1,124 shares of Vanguard Dividend Appreciation ETF worth $262K as of Q3 2026.
  • Gilbert Capital Group bought 264 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $63.4K.
  • Vanguard Dividend Appreciation ETF made up 0.18% of Gilbert Capital Group's portfolio in Q3 2026, its #54 holding.
  • Gilbert Capital Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2025 and has held it in 4 quarters since.
  • 1,518 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Gilbert Capital Group's 13F filing for Q3 2026, filed 28 Oct 2026.