One Degree Advisors
VIG icon

One Degree Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

One Degree Advisors’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 		$7.12M Sell
29,927
-168
-0.6% -$40.4K 1.53% 17
2026
Q2 		$7.12M Sell
30,095
-22
-0.1% -$5.05K 1.59% 17
2026
Q1 		$6.48M Sell
30,117
-278
-0.9% -$62K 1.7% 15
2025
Q4 		$6.68M Sell
30,395
-181
-0.6% -$39.5K 1.84% 15
2025
Q3 		$6.6M Sell
30,576
-1,671
-5% -$351K 2.02% 14
2025
Q2 		$6.6M Sell
32,247
-99
-0.3% -$19.2K 2.35% 10
2025
Q1 		$6.27M Sell
32,346
-5
-0% -$994 2.58% 10
2024
Q4 		$6.6M Sell
32,351
-2,682
-8% -$535K 2.69% 11
2024
Q3 		$6.91M Sell
35,033
-350
-1% -$66.6K 2.91% 10
2024
Q2 		$6.46M Buy
35,383
+44
+0.1% +$7.92K 3.12% 8
2024
Q1 		$6.45M Sell
35,339
-129
-0.4% -$22.7K 3.21% 8
2023
Q4 		$6.14M Buy
+35,468
New +$5.71M 3.14% 9

Other funds holding VIG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
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

One Degree Advisors's VIG Position: Q3 2026 in Review

One Degree Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.56% in Q3 2026, selling an estimated $40.4K and leaving 29,927 shares worth $7.12M. The position accounts for 1.53% of the portfolio, ranked #17.

One Degree Advisors first reported a position in VIG in Q4 2023 and has held it in 12 quarters since. The position peaked at $7.12M in Q2 2026. 1,705 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • One Degree Advisors held 29,927 shares of Vanguard Dividend Appreciation ETF worth $7.12M as of Q3 2026.
  • One Degree Advisors sold 168 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $40.4K.
  • Vanguard Dividend Appreciation ETF made up 1.53% of One Degree Advisors's portfolio in Q3 2026, its #17 holding.
  • One Degree Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 12 quarters since.
  • One Degree Advisors's Vanguard Dividend Appreciation ETF position peaked at $7.12M in Q2 2026.
  • 1,705 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on One Degree Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.