Precedent Wealth Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Precedent Wealth Partners’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	$266K	Hold	1,142	–	–	0.04%	177
2026 Q2	$270K	Hold	1,142	–	–	0.04%	181
2026 Q1	$246K	Hold	1,142	–	–	0.05%	157
2025 Q4	$251K	Hold	1,142	–	–	0.05%	160
2025 Q3	$246K	Sell	1,142 -60	-5%	-$12.6K	0.05%	158
2025 Q2	$246K	Sell	1,202 -338	-22%	-$65.5K	0.06%	158
2025 Q1	$299K	Buy	1,540 +330	+27%	+$65.6K	0.08%	138
2024 Q4	$237K	Sell	1,210 -497	-29%	-$99.2K	0.08%	140
2024 Q3	$338K	Sell	1,707 -17	-1%	-$3.24K	0.11%	125
2024 Q2	$315K	Buy	1,724 +10	+0.6%	+$1.8K	0.13%	121
2024 Q1	$313K	Hold	1,714	–	–	0.13%	117
2023 Q4	$292K	Buy	+1,714	New	+$276K	0.15%	113

Other funds holding VIG

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 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

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Precedent Wealth Partners's VIG Position: Q3 2026 in Review

Precedent Wealth Partners held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q3 2026 at 1,142 shares worth $266K. The position accounts for 0.04% of the portfolio, ranked #177.

Precedent Wealth Partners first reported a position in VIG in Q4 2023 and has held it in 12 quarters since. The position peaked at $338K in Q3 2024. 1,350 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

Precedent Wealth Partners held 1,142 shares of Vanguard Dividend Appreciation ETF worth $266K as of Q3 2026.
Precedent Wealth Partners left its Vanguard Dividend Appreciation ETF share count unchanged in Q3 2026.
Vanguard Dividend Appreciation ETF made up 0.04% of Precedent Wealth Partners's portfolio in Q3 2026, its #177 holding.
Precedent Wealth Partners first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 12 quarters since.
Precedent Wealth Partners's Vanguard Dividend Appreciation ETF position peaked at $338K in Q3 2024.
1,350 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Precedent Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.