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

Revisor 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	$2.7M	Sell	11,369 -418	-4%	-$100K	0.67%	25
2026 Q2	$2.79M	Buy	11,787 +1,094	+10%	+$251K	0.67%	25
2026 Q1	$2.3M	Sell	10,693 -139	-1%	-$31K	0.64%	32
2025 Q4	$2.4M	Buy	10,832 +6,441	+147%	+$1.41M	0.64%	35
2025 Q3	$953K	Buy	4,391 +2,070	+89%	+$435K	0.33%	66
2025 Q2	$481K	Buy	2,321 +181	+8%	+$35.1K	0.17%	141
2025 Q1	$415K	Buy	+2,140	New	+$426K	0.18%	138
2024 Q2	–	Sell	-1,329	Closed	-$234K	–	195
2024 Q1	$234K	Buy	+1,329	New	+$233K	0.11%	168
2023 Q4	–	Sell	-2,973	Closed	-$462K	–	172
2023 Q3	$462K	Sell	2,973 -24,236	-89%	-$3.93M	0.39%	57
2023 Q2	$4.42M	Buy	27,209 +3,187	+13%	+$499K	3.97%	3
2023 Q1	$3.7M	Buy	+24,022	New	+$3.68M	3.38%	4

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

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

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

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return

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

Revisor Wealth Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 3.5% in Q3 2026, selling an estimated $100K and leaving 11,369 shares worth $2.7M. The position accounts for 0.67% of the portfolio, ranked #25.

Revisor Wealth Management first reported a position in VIG in Q1 2023 and has held it in 11 quarters since. The position peaked at $4.42M in Q2 2023. 936 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

Revisor Wealth Management held 11,369 shares of Vanguard Dividend Appreciation ETF worth $2.7M as of Q3 2026.
Revisor Wealth Management sold 418 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $100K.
Vanguard Dividend Appreciation ETF made up 0.67% of Revisor Wealth Management's portfolio in Q3 2026, its #25 holding.
Revisor Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q1 2023 and has held it in 11 quarters since.
Revisor Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $4.42M in Q2 2023.
936 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Revisor Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.