IMPACTfolio
VIG icon

IMPACTfolio’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

IMPACTfolio’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 		$302K Hold
1,293
– – 0.11% 30
2026
Q2 		$306K Sell
1,293
-29
-2% -$6.66K 0.12% 31
2026
Q1 		$284K Buy
1,322
+29
+2% +$6.46K 0.12% 29
2025
Q4 		$284K Hold
1,293
– – 0.12% 27
2025
Q3 		$279K Buy
+1,293
New +$272K 0.12% 31

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

IMPACTfolio's VIG Position: Q3 2026 in Review

IMPACTfolio held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q3 2026 at 1,293 shares worth $302K. The position accounts for 0.11% of the portfolio, ranked #30.

IMPACTfolio first reported a position in VIG in Q3 2025 and has held it in 5 quarters since. The position peaked at $306K in Q2 2026. 1,282 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • IMPACTfolio held 1,293 shares of Vanguard Dividend Appreciation ETF worth $302K as of Q3 2026.
  • IMPACTfolio left its Vanguard Dividend Appreciation ETF share count unchanged in Q3 2026.
  • Vanguard Dividend Appreciation ETF made up 0.11% of IMPACTfolio's portfolio in Q3 2026, its #30 holding.
  • IMPACTfolio first reported a position in Vanguard Dividend Appreciation ETF in Q3 2025 and has held it in 5 quarters since.
  • IMPACTfolio's Vanguard Dividend Appreciation ETF position peaked at $306K in Q2 2026.
  • 1,282 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on IMPACTfolio's 13F filing for Q3 2026, filed 28 Oct 2026.