Quaker Wealth Management
VIG icon

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

Quaker 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 		$1.18M Buy
5,047
+15
+0.3% +$3.6K 0.34% 27
2026
Q2 		$1.19M Sell
5,032
-590
-10% -$135K 0.35% 27
2026
Q1 		$1.21M Sell
5,622
-275
-5% -$61.3K 0.38% 26
2025
Q4 		$1.3M Buy
5,897
+37
+0.6% +$8.08K 0.41% 25
2025
Q3 		$1.26M Buy
5,860
+29
+0.5% +$6.09K 0.41% 25
2025
Q2 		$1.19M Buy
+5,831
New +$1.13M 0.4% 27
2024
Q3 		$1.19M Buy
+6,001
New +$1.14M 0.44% 25
2024
Q1 		$1.13M Sell
6,206
-175
-3% -$30.7K 0.46% 24
2023
Q4 		$1.09M Buy
6,381
+53
+0.8% +$8.53K 0.49% 21
2023
Q3 		$983K Buy
6,328
+24
+0.4% +$3.89K 0.48% 21
2023
Q2 		$1.02M Buy
6,304
+650
+11% +$102K 0.46% 21
2023
Q1 		$871K Sell
5,654
-197
-3% -$30.2K 0.41% 22
2022
Q4 		$888K Sell
5,851
-48
-0.8% -$7.15K 0.45% 20
2022
Q3 		$797K Sell
5,899
-478
-7% -$71.1K 0.42% 22
2022
Q2 		$915K Buy
6,377
+25
+0.4% +$3.8K 0.46% 17
2022
Q1 		$1.03M Buy
6,352
+22
+0.3% +$3.55K 0.45% 20
2021
Q4 		$1.09M Buy
+6,330
New +$1.04M 0.46% 22
2021
Q1 		$1.03M Buy
6,991
+9
+0.1% +$1.28K 0.48% 26
2020
Q4 		$986K Buy
6,982
+55
+0.8% +$7.45K 0.52% 23
2020
Q3 		$891K Buy
6,927
+25
+0.4% +$3.14K 0.48% 23
2020
Q2 		$809K Buy
6,902
+28
+0.4% +$3.19K 0.48% 28
2020
Q1 		$711K Sell
6,874
-474
-6% -$56.6K 0.51% 25
2019
Q4 		$916K Buy
+7,348
New +$889K 0.54% 27

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
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 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
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

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

Quaker Wealth Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.3% in Q3 2026, buying an estimated $3.6K and bringing the position to 5,047 shares worth $1.18M. The position accounts for 0.34% of the portfolio, ranked #27.

Quaker Wealth Management first reported a position in VIG in Q4 2019 and has held it in 23 quarters since. The position peaked at $1.3M in Q4 2025. 1,792 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • Quaker Wealth Management held 5,047 shares of Vanguard Dividend Appreciation ETF worth $1.18M as of Q3 2026.
  • Quaker Wealth Management bought 15 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $3.6K.
  • Vanguard Dividend Appreciation ETF made up 0.34% of Quaker Wealth Management's portfolio in Q3 2026, its #27 holding.
  • Quaker Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and has held it in 23 quarters since.
  • Quaker Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $1.3M in Q4 2025.
  • 1,792 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Quaker Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.