Mosley Wealth Management
VIG icon

Mosley Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Mosley Wealth Management’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 		$5.92M Buy
24,445
+1,207
+5% +$290K 1.72% 18
2026
Q2 		$5.5M Buy
23,238
+22,170
+2,076% +$5.09M 1.75% 20
2026
Q1 		$230K Sell
1,068
-195
-15% -$43.5K 0.1% 141
2025
Q4 		$275K Buy
+1,263
New +$276K 0.13% 138

Other funds holding VIG

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 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
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Confluence Wealth Services
Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Mosley Wealth Management's VIG Position: Q3 2026 in Review

Mosley Wealth Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 5.2% in Q3 2026, buying an estimated $290K and bringing the position to 24,445 shares worth $5.92M. The position accounts for 1.72% of the portfolio, ranked #18.

Mosley Wealth Management first reported a position in VIG in Q4 2025 and has held it in 4 quarters since. 1,657 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • Mosley Wealth Management held 24,445 shares of Vanguard Dividend Appreciation ETF worth $5.92M as of Q3 2026.
  • Mosley Wealth Management bought 1,207 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $290K.
  • Vanguard Dividend Appreciation ETF made up 1.72% of Mosley Wealth Management's portfolio in Q3 2026, its #18 holding.
  • Mosley Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2025 and has held it in 4 quarters since.
  • 1,657 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.