Meriwether Wealth & Planning’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Meriwether Wealth & Planning’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	$111K	Buy	+477	New	+$115K	0.05%	170

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

Meriwether Wealth & Planning's VIG Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q3 2026: 477 shares worth $111K. The stake represents 0.05% of the portfolio and ranks #170 among its holdings.

936 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

Meriwether Wealth & Planning held 477 shares of Vanguard Dividend Appreciation ETF worth $111K as of Q3 2026.
Vanguard Dividend Appreciation ETF was a new Meriwether Wealth & Planning position in Q3 2026.
Vanguard Dividend Appreciation ETF made up 0.05% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #170 holding.
936 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.