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Latitude Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Latitude Advisors’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 		$2.77M Buy
11,864
+403
+4% +$96.8K 0.86% 22
2026
Q2 		$2.71M Buy
11,461
+251
+2% +$57.6K 1.08% 16
2026
Q1 		$2.41M Sell
11,210
-314
-3% -$70K 1.1% 17
2025
Q4 		$2.53M Sell
11,524
-75
-0.6% -$16.4K 1.11% 17
2025
Q3 		$2.5M Buy
11,599
+107
+0.9% +$22.5K 1.14% 16
2025
Q2 		$2.35M Buy
11,492
+71
+0.6% +$13.8K 1.18% 14
2025
Q1 		$2.22M Sell
11,421
-463
-4% -$92.1K 1.29% 14
2024
Q4 		$2.33M Buy
11,884
+878
+8% +$175K 1.31% 15
2024
Q3 		$2.18M Buy
11,006
+113
+1% +$21.5K 1.23% 15
2024
Q2 		$1.99M Sell
10,893
-171
-2% -$30.8K 1.21% 16
2024
Q1 		$2.02M Buy
11,064
+337
+3% +$59.2K 1.26% 15
2023
Q4 		$1.83M Sell
10,727
-158
-1% -$25.4K 1.28% 14
2023
Q3 		$1.69M Buy
10,885
+6
+0.1% +$973 1.21% 15
2023
Q2 		$1.77M Buy
10,879
+729
+7% +$114K 1.23% 15
2023
Q1 		$1.56M Buy
10,150
+542
+6% +$83K 1.13% 21
2022
Q4 		$1.46M Sell
9,608
-1,774
-16% -$264K 1.09% 21
2022
Q3 		$1.54M Buy
11,382
+616
+6% +$91.7K 1.27% 20
2022
Q2 		$1.54M Sell
10,766
-19,463
-64% -$2.96M 1.42% 17
2022
Q1 		$4.9M Buy
30,229
+10,454
+53% +$1.69M 1.1% 15
2021
Q4 		$3.4M Buy
19,775
+310
+2% +$51.1K 0.95% 15
2021
Q3 		$2.99M Buy
19,465
+9,743
+100% +$1.55M 0.95% 16
2021
Q2 		$1.5M Buy
9,722
+1,097
+13% +$168K 1.12% 14
2021
Q1 		$1.27M Buy
8,625
+611
+8% +$86.9K 1.04% 19
2020
Q4 		$1.13M Buy
+8,014
New +$1.09M 1% 21

Other funds holding VIG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
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
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
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Confluence Wealth Services
Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return

Latitude Advisors's VIG Position: Q3 2026 in Review

Latitude Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 3.5% in Q3 2026, buying an estimated $96.8K and bringing the position to 11,864 shares worth $2.77M. The position accounts for 0.86% of the portfolio, ranked #22.

Latitude Advisors first reported a position in VIG in Q4 2020 and has held it in 24 quarters since. The position peaked at $4.9M in Q1 2022. 1,680 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • Latitude Advisors held 11,864 shares of Vanguard Dividend Appreciation ETF worth $2.77M as of Q3 2026.
  • Latitude Advisors bought 403 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $96.8K.
  • Vanguard Dividend Appreciation ETF made up 0.86% of Latitude Advisors's portfolio in Q3 2026, its #22 holding.
  • Latitude Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 24 quarters since.
  • Latitude Advisors's Vanguard Dividend Appreciation ETF position peaked at $4.9M in Q1 2022.
  • 1,680 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Latitude Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.