InvesTrust’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

InvesTrust’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	$474K	Sell	2,033 -130	-6%	-$31.2K	0.19%	81
2026 Q2	$512K	Hold	2,163	–	–	0.2%	83
2026 Q1	$465K	Hold	2,163	–	–	0.2%	80
2025 Q4	$475K	Hold	2,163	–	–	0.18%	81
2025 Q3	$467K	Hold	2,163	–	–	0.17%	80
2025 Q2	$443K	Hold	2,163	–	–	0.17%	80
2025 Q1	$420K	Sell	2,163 -125	-5%	-$24.9K	0.11%	81
2024 Q4	$448K	Buy	+2,288	New	+$457K	0.12%	78

Other funds holding VIG

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

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

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

InvesTrust's VIG Position: Q3 2026 in Review

InvesTrust reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 6% in Q3 2026, selling an estimated $31.2K and leaving 2,033 shares worth $474K. The position accounts for 0.19% of the portfolio, ranked #81.

InvesTrust first reported a position in VIG in Q4 2024 and has held it in 8 quarters since. The position peaked at $512K in Q2 2026. 1,365 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

InvesTrust held 2,033 shares of Vanguard Dividend Appreciation ETF worth $474K as of Q3 2026.
InvesTrust sold 130 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $31.2K.
Vanguard Dividend Appreciation ETF made up 0.19% of InvesTrust's portfolio in Q3 2026, its #81 holding.
InvesTrust first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 8 quarters since.
InvesTrust's Vanguard Dividend Appreciation ETF position peaked at $512K in Q2 2026.
1,365 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on InvesTrust's 13F filing for Q3 2026, filed 14 Oct 2026.