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Objective Capital Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Objective Capital 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 		$1.37M Buy
5,888
+98
+2% +$23.5K 1.23% 21
2026
Q2 		$1.37M Buy
5,790
+2
+0% +$459 1.22% 19
2026
Q1 		$1.24M Sell
5,788
-96
-2% -$21.4K 1.26% 20
2025
Q4 		$1.29M Buy
5,884
+9
+0.2% +$1.97K 1.32% 19
2025
Q3 		$1.27M Sell
5,875
-24
-0.4% -$5.04K 1.31% 20
2025
Q2 		$1.21M Sell
5,899
-195
-3% -$37.8K 1.36% 21
2025
Q1 		$1.18M Sell
6,094
-1,545
-20% -$307K 1.51% 19
2024
Q4 		$1.5M Sell
7,639
-99
-1% -$19.8K 1% 28
2024
Q3 		$1.53M Buy
+7,738
New +$1.47M 0.9% 31
2024
Q1 		$1.31M Buy
7,169
+171
+2% +$30K 0.88% 33
2023
Q4 		$1.19M Buy
6,998
+967
+16% +$156K 0.91% 32
2023
Q3 		$937K Sell
6,031
-14
-0.2% -$2.27K 0.83% 37
2023
Q2 		$982K Sell
6,045
-801
-12% -$125K 0.86% 35
2023
Q1 		$1.05M Buy
6,846
+11
+0.2% +$1.68K 0.96% 31
2022
Q4 		$1.04M Buy
6,835
+31
+0.5% +$4.62K 1.03% 29
2022
Q3 		$920K Buy
6,804
+9
+0.1% +$1.34K 0.98% 30
2022
Q2 		$975K Buy
6,795
+7
+0.1% +$1.06K 0.98% 32
2022
Q1 		$1.1M Buy
6,788
+267
+4% +$43.1K 0.85% 30
2021
Q4 		$1.12M Buy
+6,521
New +$1.07M 0.79% 31

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
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Objective Capital Management's VIG Position: Q3 2026 in Review

Objective Capital Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 1.7% in Q3 2026, buying an estimated $23.5K and bringing the position to 5,888 shares worth $1.37M. The position accounts for 1.23% of the portfolio, ranked #21.

Objective Capital Management first reported a position in VIG in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.53M in Q3 2024. 617 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • Objective Capital Management held 5,888 shares of Vanguard Dividend Appreciation ETF worth $1.37M as of Q3 2026.
  • Objective Capital Management bought 98 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $23.5K.
  • Vanguard Dividend Appreciation ETF made up 1.23% of Objective Capital Management's portfolio in Q3 2026, its #21 holding.
  • Objective Capital Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 19 quarters since.
  • Objective Capital Management's Vanguard Dividend Appreciation ETF position peaked at $1.53M in Q3 2024.
  • 617 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Objective Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.