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Summit Wealth Group, LLC/OK’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Summit Wealth Group, LLC/OK’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 		$856K Sell
3,670
-102
-3% -$24.5K 1.45% 22
2026
Q2 		$893K Hold
3,772
– – 1.16% 24
2026
Q1 		$811K Hold
3,772
– – 1.13% 24
2025
Q4 		$829K Buy
+3,772
New +$824K 0.85% 30

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Summit Wealth Group, LLC/OK's VIG Position: Q3 2026 in Review

Summit Wealth Group, LLC/OK reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 2.7% in Q3 2026, selling an estimated $24.5K and leaving 3,670 shares worth $856K. The position accounts for 1.45% of the portfolio, ranked #22.

Summit Wealth Group, LLC/OK first reported a position in VIG in Q4 2025 and has held it in 4 quarters since. The position peaked at $893K in Q2 2026. 1,801 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • Summit Wealth Group, LLC/OK held 3,670 shares of Vanguard Dividend Appreciation ETF worth $856K as of Q3 2026.
  • Summit Wealth Group, LLC/OK sold 102 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $24.5K.
  • Vanguard Dividend Appreciation ETF made up 1.45% of Summit Wealth Group, LLC/OK's portfolio in Q3 2026, its #22 holding.
  • Summit Wealth Group, LLC/OK first reported a position in Vanguard Dividend Appreciation ETF in Q4 2025 and has held it in 4 quarters since.
  • Summit Wealth Group, LLC/OK's Vanguard Dividend Appreciation ETF position peaked at $893K in Q2 2026.
  • 1,801 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Summit Wealth Group, LLC/OK's 13F filing for Q3 2026, filed 10 Nov 2026.