Madrona Financial Services
VIG icon

Madrona Financial Services’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Madrona Financial Services’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 		$445K Hold
1,907
– – 0.07% 100
2026
Q2 		$451K Hold
1,907
– – 0.08% 81
2026
Q1 		$410K Hold
1,907
– – 0.09% 73
2025
Q4 		$419K Sell
1,907
-239
-11% -$52.2K 0.09% 78
2025
Q3 		$463K Hold
2,146
– – 0.1% 67
2025
Q2 		$439K Hold
2,146
– – 0.11% 64
2025
Q1 		$416K Hold
2,146
– – 0.11% 64
2024
Q4 		$420K Hold
2,146
– – 0.11% 65
2024
Q3 		$425K Sell
2,146
-75
-3% -$14.3K 0.12% 64
2024
Q2 		$405K Sell
2,221
-763
-26% -$137K 0.12% 58
2024
Q1 		$545K Buy
2,984
+718
+32% +$126K 0.19% 49
2023
Q4 		$386K Sell
2,266
-39
-2% -$6.28K 0.15% 55
2023
Q3 		$358K Buy
2,305
+278
+14% +$45.1K 0.16% 69
2023
Q2 		$329K Buy
2,027
+575
+40% +$90K 0.16% 70
2023
Q1 		$224K Hold
1,452
– – 0.12% 80
2022
Q4 		$220K Sell
1,452
-44
-3% -$6.56K 0.13% 70
2022
Q3 		$202K Buy
1,496
+44
+3% +$6.55K 0.12% 71
2022
Q2 		$208K Hold
1,452
– – 0.12% 76
2022
Q1 		$236K Hold
1,452
– – 0.12% 73
2021
Q4 		$249K Hold
1,452
– – 0.11% 66
2021
Q3 		$223K Hold
1,452
– – 0.11% 60
2021
Q2 		$225K Hold
1,452
– – 0.12% 53
2021
Q1 		$214K Hold
1,452
– – 0.11% 58
2020
Q4 		$205K Buy
+1,452
New +$197K 0.11% 54

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

Madrona Financial Services's VIG Position: Q3 2026 in Review

Madrona Financial Services held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q3 2026 at 1,907 shares worth $445K. The position accounts for 0.07% of the portfolio, ranked #100.

Madrona Financial Services first reported a position in VIG in Q4 2020 and has held it in 24 quarters since. The position peaked at $545K in Q1 2024. 1,909 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • Madrona Financial Services held 1,907 shares of Vanguard Dividend Appreciation ETF worth $445K as of Q3 2026.
  • Madrona Financial Services left its Vanguard Dividend Appreciation ETF share count unchanged in Q3 2026.
  • Vanguard Dividend Appreciation ETF made up 0.07% of Madrona Financial Services's portfolio in Q3 2026, its #100 holding.
  • Madrona Financial Services first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 24 quarters since.
  • Madrona Financial Services's Vanguard Dividend Appreciation ETF position peaked at $545K in Q1 2024.
  • 1,909 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Madrona Financial Services's 13F filing for Q3 2026, filed 23 Oct 2026.