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

Koa 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	$729K	Sell	3,124 -238	-7%	-$57.2K	0.47%	40
2026 Q2	$796K	Sell	3,362 -29	-0.9%	-$6.66K	0.54%	39
2026 Q1	$729K	Sell	3,391 -513	-13%	-$114K	0.53%	40
2025 Q4	$858K	Sell	3,904 -161	-4%	-$35.2K	0.59%	41
2025 Q3	$877K	Buy	4,065 +394	+11%	+$82.7K	0.65%	37
2025 Q2	$751K	Sell	3,671 -12	-0.3%	-$2.33K	0.6%	40
2025 Q1	$714K	Sell	3,683 -121	-3%	-$24.1K	0.58%	37
2024 Q4	$745K	Sell	3,804 -68	-2%	-$13.6K	0.61%	37
2024 Q3	$767K	Sell	3,872 -143	-4%	-$27.2K	0.59%	37
2024 Q2	$733K	Buy	4,015 +195	+5%	+$35.1K	0.62%	35
2024 Q1	$698K	Buy	3,820 +88	+2%	+$15.5K	0.63%	36
2023 Q4	$636K	Buy	+3,732	New	+$600K	0.63%	35

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

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

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

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

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

Koa Wealth Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 7.1% in Q3 2026, selling an estimated $57.2K and leaving 3,124 shares worth $729K. The position accounts for 0.47% of the portfolio, ranked #40.

Koa Wealth Management first reported a position in VIG in Q4 2023 and has held it in 12 quarters since. The position peaked at $877K in Q3 2025. 1,282 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

Koa Wealth Management held 3,124 shares of Vanguard Dividend Appreciation ETF worth $729K as of Q3 2026.
Koa Wealth Management sold 238 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $57.2K.
Vanguard Dividend Appreciation ETF made up 0.47% of Koa Wealth Management's portfolio in Q3 2026, its #40 holding.
Koa Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 12 quarters since.
Koa Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $877K in Q3 2025.
1,282 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Koa Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.