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McCarley & Cook Financial Planners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

McCarley & Cook Financial Planners’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 		$474K Hold
2,032
– – 0.36% 29
2026
Q2 		$481K Sell
2,032
-91
-4% -$20.9K 0.37% 26
2026
Q1 		$457K Sell
2,123
-169
-7% -$37.7K 0.39% 27
2025
Q4 		$504K Buy
+2,292
New +$501K 0.45% 22

Other funds holding VIG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Diversified Enterprises
Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Paragon Capital Management (Colorado)
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
Berkshire Money Management
Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

McCarley & Cook Financial Planners's VIG Position: Q3 2026 in Review

McCarley & Cook Financial Planners held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q3 2026 at 2,032 shares worth $474K. The position accounts for 0.36% of the portfolio, ranked #29.

McCarley & Cook Financial Planners first reported a position in VIG in Q4 2025 and has held it in 4 quarters since. The position peaked at $504K in Q4 2025. 866 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • McCarley & Cook Financial Planners held 2,032 shares of Vanguard Dividend Appreciation ETF worth $474K as of Q3 2026.
  • McCarley & Cook Financial Planners left its Vanguard Dividend Appreciation ETF share count unchanged in Q3 2026.
  • Vanguard Dividend Appreciation ETF made up 0.36% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #29 holding.
  • McCarley & Cook Financial Planners first reported a position in Vanguard Dividend Appreciation ETF in Q4 2025 and has held it in 4 quarters since.
  • McCarley & Cook Financial Planners's Vanguard Dividend Appreciation ETF position peaked at $504K in Q4 2025.
  • 866 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q3 2026, filed 21 Oct 2026.