Ledgewood Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Ledgewood Wealth 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	$1.14M	Sell	4,900 -85	-2%	-$20.4K	0.63%	27
2026 Q2	$1.18M	Sell	4,985 -441	-8%	-$101K	0.63%	26
2026 Q1	$1.17M	Sell	5,426 -294	-5%	-$65.5K	0.66%	27
2025 Q4	$1.26M	Hold	5,720	–	–	0.72%	27
2025 Q3	$1.23M	Sell	5,720 -286	-5%	-$60.1K	0.73%	29
2025 Q2	$1.23M	Sell	6,006 -109	-2%	-$21.1K	0.77%	26
2025 Q1	$1.19M	Hold	6,115	–	–	0.77%	26
2024 Q4	$1.2M	Hold	6,115	–	–	0.77%	27
2024 Q3	$1.21M	Sell	6,115 -173	-3%	-$32.9K	0.82%	23
2024 Q2	$1.15M	Sell	6,288 -251	-4%	-$45.2K	0.99%	23
2024 Q1	$1.19M	Sell	6,539 -321	-5%	-$56.4K	1.11%	21
2023 Q4	$1.17M	Buy	+6,860	New	+$1.1M	1.08%	21

Other funds holding VIG

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

PCMC

Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

EGA

E&G Advisors Houston, Texas $519M AUM 22.41% 1-Year Est. Return

CAWM

Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

Ledgewood Wealth Advisors's VIG Position: Q3 2026 in Review

Ledgewood Wealth Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 1.7% in Q3 2026, selling an estimated $20.4K and leaving 4,900 shares worth $1.14M. The position accounts for 0.63% of the portfolio, ranked #27.

Ledgewood Wealth Advisors first reported a position in VIG in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.26M in Q4 2025. 460 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

Ledgewood Wealth Advisors held 4,900 shares of Vanguard Dividend Appreciation ETF worth $1.14M as of Q3 2026.
Ledgewood Wealth Advisors sold 85 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $20.4K.
Vanguard Dividend Appreciation ETF made up 0.63% of Ledgewood Wealth Advisors's portfolio in Q3 2026, its #27 holding.
Ledgewood Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 12 quarters since.
Ledgewood Wealth Advisors's Vanguard Dividend Appreciation ETF position peaked at $1.26M in Q4 2025.
460 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Ledgewood Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.