Markowski Investments
VIG icon

Markowski Investments’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Markowski Investments’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 		$25.2M Buy
108,052
+518
+0.5% +$124K 5.62% 3
2026
Q2 		$25.4M Buy
+107,534
New +$24.7M 5.6% 3

Other funds holding VIG

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $225B AUM
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 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
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Markowski Investments's VIG Position: Q3 2026 in Review

Markowski Investments increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.48% in Q3 2026, buying an estimated $124K and bringing the position to 108,052 shares worth $25.2M. The position accounts for 5.62% of the portfolio, ranked #3.

Markowski Investments first reported a position in VIG in Q2 2026 and has held it in 2 quarters since. The position peaked at $25.4M in Q2 2026. 2,356 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • Markowski Investments held 108,052 shares of Vanguard Dividend Appreciation ETF worth $25.2M as of Q3 2026.
  • Markowski Investments bought 518 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $124K.
  • Vanguard Dividend Appreciation ETF made up 5.62% of Markowski Investments's portfolio in Q3 2026, its #3 holding.
  • Markowski Investments first reported a position in Vanguard Dividend Appreciation ETF in Q2 2026 and has held it in 2 quarters since.
  • Markowski Investments's Vanguard Dividend Appreciation ETF position peaked at $25.4M in Q2 2026.
  • 2,356 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Markowski Investments's 13F filing for Q3 2026, filed 30 Oct 2026.