Goldstein Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Goldstein Advisors’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	$231K	Buy	+989	New	+$238K	0.02%	225
2023 Q4	–	Sell	-1,400	Closed	-$218K	–	182
2023 Q3	$218K	Buy	1,400 +18	+1%	+$2.92K	0.05%	132
2023 Q2	$224K	Sell	1,382 -170	-11%	-$26.6K	0.05%	132
2023 Q1	$239K	Buy	+1,552	New	+$238K	0.05%	118

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

PCMC

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

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

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

EGA

E&G Advisors Houston, Texas $519M AUM 22.41% 1-Year Est. Return

CAWM

Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

WPA

West Paces Advisors Atlanta, Georgia $586M AUM 14.12% 1-Year Est. Return

Goldstein Advisors's VIG Position: Q3 2026 in Review

Goldstein Advisors opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q3 2026: 989 shares worth $231K. The stake represents 0.02% of the portfolio and ranks #225 among its holdings. This is a return to the name: Goldstein Advisors previously reported a position in VIG as recently as Q3 2023.

Goldstein Advisors first reported a position in VIG in Q1 2023 and has held it in 4 quarters since. The position peaked at $239K in Q1 2023. 452 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

Goldstein Advisors held 989 shares of Vanguard Dividend Appreciation ETF worth $231K as of Q3 2026.
Vanguard Dividend Appreciation ETF was a new Goldstein Advisors position in Q3 2026.
Vanguard Dividend Appreciation ETF made up 0.02% of Goldstein Advisors's portfolio in Q3 2026, its #225 holding.
Goldstein Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q1 2023 and has held it in 4 quarters since.
Goldstein Advisors's Vanguard Dividend Appreciation ETF position peaked at $239K in Q1 2023.
452 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Goldstein Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.