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Global Wealth Strategies & Associates’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Global Wealth Strategies & Associates’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 		$25.5M Buy
109,418
+2,862
+3% +$687K 4.68% 6
2026
Q2 		$25.2M Buy
106,556
+10,428
+11% +$2.39M 4.78% 6
2026
Q1 		$20.7M Buy
96,128
+34,520
+56% +$7.7M 5.08% 6
2025
Q4 		$13.5M Buy
61,608
+2,321
+4% +$507K 3.38% 6
2025
Q3 		$12.8M Buy
59,287
+2,985
+5% +$627K 3.29% 6
2025
Q2 		$11.5M Buy
56,302
+4,598
+9% +$891K 3.3% 6
2025
Q1 		$10M Buy
51,704
+2,032
+4% +$404K 3.04% 8
2024
Q4 		$9.73M Buy
49,672
+1,552
+3% +$310K 3.04% 8
2024
Q3 		$9.53M Buy
48,120
+2,206
+5% +$420K 3.13% 8
2024
Q2 		$8.38M Sell
45,914
-6,594
-13% -$1.19M 3.01% 7
2024
Q1 		$9.59M Sell
52,508
-33,678
-39% -$5.92M 3.61% 5
2023
Q4 		$14.7M Buy
86,186
+30,308
+54% +$4.88M 6.12% 5
2023
Q3 		$8.68M Sell
55,878
-9,565
-15% -$1.55M 4.05% 6
2023
Q2 		$10.6M Buy
65,443
+3,056
+5% +$479K 4.99% 3
2023
Q1 		$9.61M Buy
62,387
+3,381
+6% +$518K 4.96% 6
2022
Q4 		$8.96M Buy
+59,006
New +$8.79M 5.2% 3

Other funds holding VIG

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
BWM
Buska Wealth Management Wausau, Wisconsin $291M AUM 12.95% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return

Global Wealth Strategies & Associates's VIG Position: Q3 2026 in Review

Global Wealth Strategies & Associates increased its Vanguard Dividend Appreciation ETF (VIG) stake by 2.7% in Q3 2026, buying an estimated $687K and bringing the position to 109,418 shares worth $25.5M. The position accounts for 4.68% of the portfolio, ranked #6.

Global Wealth Strategies & Associates first reported a position in VIG in Q4 2022 and has held it in 16 quarters since. 89 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • Global Wealth Strategies & Associates held 109,418 shares of Vanguard Dividend Appreciation ETF worth $25.5M as of Q3 2026.
  • Global Wealth Strategies & Associates bought 2,862 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $687K.
  • Vanguard Dividend Appreciation ETF made up 4.68% of Global Wealth Strategies & Associates's portfolio in Q3 2026, its #6 holding.
  • Global Wealth Strategies & Associates first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 16 quarters since.
  • 89 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q3 2026, filed 2 Oct 2026.