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

LifeGoal 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 		$7.42M Buy
31,804
+28,946
+1,013% +$6.95M 2.26% 10
2026
Q2 		$676K Buy
2,858
+43
+2% +$9.87K 0.31% 46
2026
Q1 		$607K Buy
2,815
+11
+0.4% +$2.45K 0.35% 45
2025
Q4 		$616K Sell
2,804
-125
-4% -$27.3K 0.41% 44
2025
Q3 		$632K Buy
2,929
+221
+8% +$46.4K 0.53% 36
2025
Q2 		$554K Sell
2,708
-33
-1% -$6.4K 0.53% 39
2025
Q1 		$532K Buy
2,741
+20
+0.7% +$3.98K 0.57% 37
2024
Q4 		$533K Buy
+2,721
New +$543K 0.58% 36

Other funds holding VIG

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
BWM
Buska Wealth Management Wausau, Wisconsin $291M AUM 12.95% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

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

LifeGoal Wealth Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 1,013% in Q3 2026, buying an estimated $6.95M and bringing the position to 31,804 shares worth $7.42M. The position accounts for 2.26% of the portfolio, ranked #10.

LifeGoal Wealth Advisors first reported a position in VIG in Q4 2024 and has held it in 8 quarters since. 111 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • LifeGoal Wealth Advisors held 31,804 shares of Vanguard Dividend Appreciation ETF worth $7.42M as of Q3 2026.
  • LifeGoal Wealth Advisors bought 28,946 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $6.95M.
  • Vanguard Dividend Appreciation ETF made up 2.26% of LifeGoal Wealth Advisors's portfolio in Q3 2026, its #10 holding.
  • LifeGoal Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 8 quarters since.
  • 111 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

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