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

Paulson 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 		$549K Hold
2,354
– – 0.11% 76
2026
Q2 		$557K Sell
2,354
-45
-2% -$10.3K 0.12% 72
2026
Q1 		$516K Hold
2,399
– – 0.12% 76
2025
Q4 		$527K Buy
2,399
+778
+48% +$170K 0.12% 77
2025
Q3 		$350K Hold
1,621
– – 0.08% 103
2025
Q2 		$332K Hold
1,621
– – 0.09% 108
2025
Q1 		$315K Sell
1,621
-71
-4% -$14.1K 0.09% 103
2024
Q4 		$331K Sell
1,692
-26
-2% -$5.19K 0.09% 101
2024
Q3 		$340K Sell
1,718
-304
-15% -$57.9K 0.09% 108
2024
Q2 		$369K Sell
2,022
-47
-2% -$8.46K 0.11% 99
2024
Q1 		$378K Hold
2,069
– – 0.11% 99
2023
Q4 		$352K Sell
2,069
-59
-3% -$9.49K 0.11% 95
2023
Q3 		$331K Sell
2,128
-123
-5% -$19.9K 0.12% 94
2023
Q2 		$366K Buy
+2,251
New +$353K 0.12% 87
2020
Q4 		– Sell
-4,000
Closed -$515K – 96
2020
Q3 		$515K Sell
4,000
-45
-1% -$5.66K 0.33% 43
2020
Q2 		$474K Sell
4,045
-7
-0.2% -$797 0.33% 42
2020
Q1 		$448K Buy
+4,052
New +$484K 0.34% 46
2018
Q1 		– Sell
-211
Closed -$22K – 513
2017
Q4 		$22K Buy
+211
New +$20.8K 0.02% 278

Other funds holding VIG

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

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

Paulson Wealth Management held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q3 2026 at 2,354 shares worth $549K. The position accounts for 0.11% of the portfolio, ranked #76.

Paulson Wealth Management first reported a position in VIG in Q4 2017 and has held it in 18 quarters since. The position peaked at $557K in Q2 2026. 2,127 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • Paulson Wealth Management held 2,354 shares of Vanguard Dividend Appreciation ETF worth $549K as of Q3 2026.
  • Paulson Wealth Management left its Vanguard Dividend Appreciation ETF share count unchanged in Q3 2026.
  • Vanguard Dividend Appreciation ETF made up 0.11% of Paulson Wealth Management's portfolio in Q3 2026, its #76 holding.
  • Paulson Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2017 and has held it in 18 quarters since.
  • Paulson Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $557K in Q2 2026.
  • 2,127 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Paulson Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.