Members Wealth’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Members Wealth’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	$2.05M	Sell	8,638 -271	-3%	-$65.1K	1.02%	21
2026 Q2	$2.11M	Sell	8,909 -351	-4%	-$80.6K	1.16%	22
2026 Q1	$2.1M	Buy	9,260 +6	+0.1%	+$1.34K	1.26%	22
2025 Q4	$2.08M	Sell	9,254 -402	-4%	-$87.8K	1.3%	20
2025 Q3	$2.09M	Buy	+9,656	New	+$2.03M	1.33%	23
2025 Q1	$1.98M	Buy	10,184 +712	+8%	+$142K	1.49%	17
2024 Q4	$1.93M	Buy	+9,472	New	+$1.89M	1.44%	17
2024 Q2	$2.09M	Buy	+10,127	New	+$1.82M	1.4%	18

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

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

Members Wealth's VIG Position: Q3 2026 in Review

Members Wealth reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 3% in Q3 2026, selling an estimated $65.1K and leaving 8,638 shares worth $2.05M. The position accounts for 1.02% of the portfolio, ranked #21.

Members Wealth first reported a position in VIG in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.11M in Q2 2026. 1,282 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

Members Wealth held 8,638 shares of Vanguard Dividend Appreciation ETF worth $2.05M as of Q3 2026.
Members Wealth sold 271 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $65.1K.
Vanguard Dividend Appreciation ETF made up 1.02% of Members Wealth's portfolio in Q3 2026, its #21 holding.
Members Wealth first reported a position in Vanguard Dividend Appreciation ETF in Q2 2024 and has held it in 8 quarters since.
Members Wealth's Vanguard Dividend Appreciation ETF position peaked at $2.11M in Q2 2026.
1,282 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Members Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.