Granite FO LLC
VIG icon

Granite FO LLC’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Granite FO LLC’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 		$28.4M Buy
121,697
+362
+0.3% +$87K 15.25% 2
2026
Q2 		$28.7M Buy
121,335
+8
+0% +$1.84K 15.18% 2
2026
Q1 		$26.1M Sell
121,327
-1,808
-1% -$403K 15.44% 2
2025
Q4 		$27.1M Sell
123,135
-527
-0.4% -$115K 14.44% 2
2025
Q3 		$26.7M Sell
123,662
-487
-0.4% -$102K 14.49% 2
2025
Q2 		$25.4M Sell
124,149
-6,493
-5% -$1.26M 14.39% 3
2025
Q1 		$25.3M Sell
130,642
-1,188
-0.9% -$236K 14.4% 3
2024
Q4 		$25.8M Sell
131,830
-482
-0.4% -$96.2K 14.75% 2
2024
Q3 		$26.2M Buy
132,312
+116
+0.1% +$22.1K 14.83% 2
2024
Q2 		$24.1M Sell
132,196
-116
-0.1% -$20.9K 15.42% 2
2024
Q1 		$25.6M Sell
132,312
-5,560
-4% -$977K 15.05% 2
2023
Q4 		$23.5M Buy
137,872
+10,213
+8% +$1.64M 15.72% 2
2023
Q3 		$19.8M Buy
127,659
+13,040
+11% +$2.11M 13.95% 2
2023
Q2 		$18.6M Buy
114,619
+4,450
+4% +$697K 12.73% 2
2023
Q1 		$17.4M Buy
110,169
+1,202
+1% +$184K 10.71% 3
2022
Q4 		$17.3M Buy
+108,967
New +$16.2M 13.32% 1

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
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
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
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

Granite FO LLC's VIG Position: Q3 2026 in Review

Granite FO LLC increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.3% in Q3 2026, buying an estimated $87K and bringing the position to 121,697 shares worth $28.4M. The position accounts for 15.25% of the portfolio, ranked #2.

Granite FO LLC first reported a position in VIG in Q4 2022 and has held it in 16 quarters since. The position peaked at $28.7M in Q2 2026. 1,282 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • Granite FO LLC held 121,697 shares of Vanguard Dividend Appreciation ETF worth $28.4M as of Q3 2026.
  • Granite FO LLC bought 362 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $87K.
  • Vanguard Dividend Appreciation ETF made up 15.25% of Granite FO LLC's portfolio in Q3 2026, its #2 holding.
  • Granite FO LLC first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 16 quarters since.
  • Granite FO LLC's Vanguard Dividend Appreciation ETF position peaked at $28.7M in Q2 2026.
  • 1,282 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Granite FO LLC's 13F filing for Q3 2026, filed 14 Oct 2026.