Jeppson Wealth Management
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Jeppson Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Jeppson Wealth Management’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 		$433K Hold
1,857
– – 0.12% 156
2026
Q2 		$439K Sell
1,857
-140
-7% -$32.1K 0.13% 154
2026
Q1 		$429K Sell
1,997
-110
-5% -$24.5K 0.13% 141
2025
Q4 		$463K Hold
2,107
– – 0.15% 126
2025
Q3 		$455K Hold
2,107
– – 0.15% 133
2025
Q2 		$431K Sell
2,107
-30
-1% -$5.82K 0.15% 130
2025
Q1 		$415K Sell
2,137
-40
-2% -$7.95K 0.15% 132
2024
Q4 		$426K Hold
2,177
– – 0.15% 128
2024
Q3 		$431K Hold
2,177
– – 0.15% 129
2024
Q2 		$397K Sell
2,177
-25
-1% -$4.5K 0.15% 131
2024
Q1 		$402K Sell
2,202
-65
-3% -$11.4K 0.16% 135
2023
Q4 		$386K Buy
2,267
+50
+2% +$8.04K 0.16% 132
2023
Q3 		$344K Sell
2,217
-5
-0.2% -$811 0.16% 133
2023
Q2 		$361K Sell
2,222
-60
-3% -$9.4K 0.16% 130
2023
Q1 		$351K Sell
2,282
-92
-4% -$14.1K 0.15% 130
2022
Q4 		$360K Buy
2,374
+346
+17% +$51.6K 0.15% 127
2022
Q3 		$274K Sell
2,028
-123
-6% -$18.3K 0.12% 152
2022
Q2 		$309K Buy
+2,151
New +$327K 0.13% 138

Other funds holding VIG

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 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
Joel Isaacson & Co
Joel Isaacson & Co New York $3.5B AUM 17.42% 1-Year Est. Return

Jeppson Wealth Management's VIG Position: Q3 2026 in Review

Jeppson Wealth Management held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q3 2026 at 1,857 shares worth $433K. The position accounts for 0.12% of the portfolio, ranked #156.

Jeppson Wealth Management first reported a position in VIG in Q2 2022 and has held it in 18 quarters since. The position peaked at $463K in Q4 2025. 1,933 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • Jeppson Wealth Management held 1,857 shares of Vanguard Dividend Appreciation ETF worth $433K as of Q3 2026.
  • Jeppson Wealth Management left its Vanguard Dividend Appreciation ETF share count unchanged in Q3 2026.
  • Vanguard Dividend Appreciation ETF made up 0.12% of Jeppson Wealth Management's portfolio in Q3 2026, its #156 holding.
  • Jeppson Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q2 2022 and has held it in 18 quarters since.
  • Jeppson Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $463K in Q4 2025.
  • 1,933 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Jeppson Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.