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

Global 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	$10.3M	Sell	44,160 -7,075	-14%	-$1.7M	5.61%	6
2026 Q2	$12.1M	Buy	51,235 +60	+0.1%	+$13.8K	6.17%	6
2026 Q1	$11M	Sell	51,175 -1,927	-4%	-$430K	6%	6
2025 Q4	$11.7M	Sell	53,102 -1,953	-4%	-$427K	6.28%	6
2025 Q3	$11.9M	Sell	55,055 -550	-1%	-$115K	6.24%	6
2025 Q2	$11.5M	Buy	55,605 +851	+2%	+$165K	6.29%	6
2025 Q1	$10.6M	Buy	54,754 +268	+0.5%	+$53.3K	6.13%	6
2024 Q4	$10.7M	Buy	54,486 +182	+0.3%	+$36.3K	6.81%	7
2024 Q3	$10.8M	Buy	+54,304	New	+$10.3M	7.28%	7

Other funds holding VIG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Joel Isaacson & Co New York $3.5B AUM 17.42% 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

Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return

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

Global Wealth Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 14% in Q3 2026, selling an estimated $1.7M and leaving 44,160 shares worth $10.3M. The position accounts for 5.61% of the portfolio, ranked #6.

Global Wealth Management first reported a position in VIG in Q3 2024 and has held it in 9 quarters since. The position peaked at $12.1M in Q2 2026. 1,705 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

Global Wealth Management held 44,160 shares of Vanguard Dividend Appreciation ETF worth $10.3M as of Q3 2026.
Global Wealth Management sold 7,075 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $1.7M.
Vanguard Dividend Appreciation ETF made up 5.61% of Global Wealth Management's portfolio in Q3 2026, its #6 holding.
Global Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q3 2024 and has held it in 9 quarters since.
Global Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $12.1M in Q2 2026.
1,705 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Global Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.