McCarter Private Wealth Services’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

McCarter Private Wealth 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	$340K	Hold	1,459	–	–	0.12%	136
2026 Q2	$345K	Hold	1,459	–	–	0.12%	132
2026 Q1	$314K	Hold	1,459	–	–	0.14%	131
2025 Q4	$321K	Hold	1,459	–	–	0.14%	125
2025 Q3	$315K	Hold	1,459	–	–	0.16%	104
2025 Q2	$299K	Hold	1,459	–	–	0.17%	97
2025 Q1	$283K	Buy	+1,459	New	+$290K	0.19%	84

Other funds holding VIG

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

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

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

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

McCarter Private Wealth Services's VIG Position: Q3 2026 in Review

McCarter Private Wealth Services held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q3 2026 at 1,459 shares worth $340K. The position accounts for 0.12% of the portfolio, ranked #136.

McCarter Private Wealth Services first reported a position in VIG in Q1 2025 and has held it in 7 quarters since. The position peaked at $345K in Q2 2026. 936 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

McCarter Private Wealth Services held 1,459 shares of Vanguard Dividend Appreciation ETF worth $340K as of Q3 2026.
McCarter Private Wealth Services left its Vanguard Dividend Appreciation ETF share count unchanged in Q3 2026.
Vanguard Dividend Appreciation ETF made up 0.12% of McCarter Private Wealth Services's portfolio in Q3 2026, its #136 holding.
McCarter Private Wealth Services first reported a position in Vanguard Dividend Appreciation ETF in Q1 2025 and has held it in 7 quarters since.
McCarter Private Wealth Services's Vanguard Dividend Appreciation ETF position peaked at $345K in Q2 2026.
936 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on McCarter Private Wealth Services's 13F filing for Q3 2026, filed 22 Oct 2026.