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

Power 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	$2.46M	Buy	10,548 +3,481	+49%	+$836K	0.83%	22
2026 Q2	$1.67M	Sell	7,067 -487	-6%	-$112K	0.57%	25
2026 Q1	$1.62M	Sell	7,554 -244	-3%	-$54.4K	0.6%	32
2025 Q4	$1.71M	Sell	7,798 -1,021	-12%	-$223K	0.6%	32
2025 Q3	$1.9M	Sell	8,819 -391	-4%	-$82.1K	0.69%	31
2025 Q2	$1.89M	Sell	9,210 -1,065	-10%	-$206K	0.72%	33
2025 Q1	$1.99M	Sell	10,275 -4,168	-29%	-$829K	0.81%	28
2024 Q4	$2.83M	Sell	14,443 -998	-6%	-$199K	1.18%	20
2024 Q3	$3.06M	Sell	15,441 -1,064	-6%	-$203K	1.31%	18
2024 Q2	$3.01M	Sell	16,505 -2,679	-14%	-$482K	1.44%	19
2024 Q1	$3.5M	Sell	19,184 -3,029	-14%	-$532K	2.2%	13
2023 Q4	$3.79M	Buy	+22,213	New	+$3.57M	2.63%	12

Other funds holding VIG

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Joel Isaacson & Co New York $3.5B AUM 17.42% 1-Year Est. Return

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

Power Wealth Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 49% in Q3 2026, buying an estimated $836K and bringing the position to 10,548 shares worth $2.46M. The position accounts for 0.83% of the portfolio, ranked #22.

Power Wealth Management first reported a position in VIG in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.79M in Q4 2023. 1,909 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

Power Wealth Management held 10,548 shares of Vanguard Dividend Appreciation ETF worth $2.46M as of Q3 2026.
Power Wealth Management bought 3,481 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $836K.
Vanguard Dividend Appreciation ETF made up 0.83% of Power Wealth Management's portfolio in Q3 2026, its #22 holding.
Power Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 12 quarters since.
Power Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $3.79M in Q4 2023.
1,909 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Power Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.