Prospect Financial Group
VIG icon

Prospect Financial Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Prospect Financial Group’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 		$556K Sell
2,382
-1,273
-35% -$306K 0.47% 38
2026
Q2 		$865K Hold
3,655
– – 0.7% 32
2026
Q1 		$786K Sell
3,655
-50
-1% -$11.1K 0.73% 31
2025
Q4 		$814K Sell
3,705
-63
-2% -$13.8K 0.76% 33
2025
Q3 		$813K Hold
3,768
– – 0.79% 30
2025
Q2 		$771K Sell
3,768
-4,310
-53% -$835K 0.81% 30
2025
Q1 		$1.57M Sell
8,078
-295
-4% -$58.7K 2% 17
2024
Q4 		$1.64M Buy
+8,373
New +$1.67M 2.02% 15

Other funds holding VIG

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

Prospect Financial Group's VIG Position: Q3 2026 in Review

Prospect Financial Group reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 35% in Q3 2026, selling an estimated $306K and leaving 2,382 shares worth $556K. The position accounts for 0.47% of the portfolio, ranked #38.

Prospect Financial Group first reported a position in VIG in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.64M in Q4 2024. 1,852 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • Prospect Financial Group held 2,382 shares of Vanguard Dividend Appreciation ETF worth $556K as of Q3 2026.
  • Prospect Financial Group sold 1,273 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $306K.
  • Vanguard Dividend Appreciation ETF made up 0.47% of Prospect Financial Group's portfolio in Q3 2026, its #38 holding.
  • Prospect Financial Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 8 quarters since.
  • Prospect Financial Group's Vanguard Dividend Appreciation ETF position peaked at $1.64M in Q4 2024.
  • 1,852 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Prospect Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.