Quantum Financial Advisors
VIG icon

Quantum Financial Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Quantum Financial Advisors’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 		$434K Hold
1,860
– – 0.04% 144
2026
Q2 		$440K Buy
1,860
+175
+10% +$40.2K 0.04% 135
2026
Q1 		$362K Sell
1,685
-52
-3% -$11.6K 0.04% 140
2025
Q4 		$382K Buy
1,737
+69
+4% +$15.1K 0.04% 138
2025
Q3 		$360K Buy
+1,668
New +$350K 0.04% 126

Other funds holding VIG

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
Confluence Wealth Services
Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Quantum Financial Advisors's VIG Position: Q3 2026 in Review

Quantum Financial Advisors held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q3 2026 at 1,860 shares worth $434K. The position accounts for 0.04% of the portfolio, ranked #144.

Quantum Financial Advisors first reported a position in VIG in Q3 2025 and has held it in 5 quarters since. The position peaked at $440K in Q2 2026. 1,619 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • Quantum Financial Advisors held 1,860 shares of Vanguard Dividend Appreciation ETF worth $434K as of Q3 2026.
  • Quantum Financial Advisors left its Vanguard Dividend Appreciation ETF share count unchanged in Q3 2026.
  • Vanguard Dividend Appreciation ETF made up 0.04% of Quantum Financial Advisors's portfolio in Q3 2026, its #144 holding.
  • Quantum Financial Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q3 2025 and has held it in 5 quarters since.
  • Quantum Financial Advisors's Vanguard Dividend Appreciation ETF position peaked at $440K in Q2 2026.
  • 1,619 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Quantum Financial Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.