Prospera Capital Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Prospera Capital 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	$1.79M	Buy	7,657 +4,101	+115%	+$985K	0.44%	18
2026 Q2	$850K	Hold	3,556	–	–	0.27%	24
2026 Q1	$765K	Buy	3,556 +12	+0.3%	+$2.68K	0.38%	21
2025 Q4	$779K	Sell	3,544 -722	-17%	-$158K	0.39%	19
2025 Q3	$920K	Hold	4,266	–	–	0.45%	19
2025 Q2	$877K	Hold	4,266	–	–	0.49%	18
2025 Q1	$827K	Buy	+4,266	New	+$848K	0.53%	16

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

Prospera Capital Management's VIG Position: Q3 2026 in Review

Prospera Capital Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 115% in Q3 2026, buying an estimated $985K and bringing the position to 7,657 shares worth $1.79M. The position accounts for 0.44% of the portfolio, ranked #18.

Prospera Capital Management first reported a position in VIG in Q1 2025 and has held it in 7 quarters since. 1,365 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

Prospera Capital Management held 7,657 shares of Vanguard Dividend Appreciation ETF worth $1.79M as of Q3 2026.
Prospera Capital Management bought 4,101 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $985K.
Vanguard Dividend Appreciation ETF made up 0.44% of Prospera Capital Management's portfolio in Q3 2026, its #18 holding.
Prospera Capital Management first reported a position in Vanguard Dividend Appreciation ETF in Q1 2025 and has held it in 7 quarters since.
1,365 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Prospera Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.