RIA Advisory Group
VIG icon

RIA Advisory Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

RIA Advisory 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 		$263K Sell
1,127
-939
-45% -$226K 0.07% 116
2026
Q2 		$489K Sell
2,066
-138
-6% -$31.7K 0.11% 94
2026
Q1 		$474K Sell
2,204
-4,173
-65% -$930K 0.11% 89
2025
Q4 		$1.4M Buy
6,377
+4,170
+189% +$911K 0.34% 50
2025
Q3 		$476K Sell
2,207
-30
-1% -$6.3K 0.12% 83
2025
Q2 		$458K Sell
2,237
-157
-7% -$30.4K 0.13% 78
2025
Q1 		$465K Buy
2,394
+372
+18% +$74K 0.15% 84
2024
Q4 		$396K Sell
2,022
-346
-15% -$69.1K 0.13% 87
2024
Q3 		$469K Buy
+2,368
New +$451K 0.17% 73
2024
Q1 		$437K Sell
2,392
-30,512
-93% -$5.36M 0.18% 72
2023
Q4 		$1.25M Buy
32,904
+30,917
+1,556% +$4.97M 0.52% 23
2023
Q3 		$309K Buy
1,987
+53
+3% +$8.59K 0.14% 81
2023
Q2 		$314K Buy
1,934
+436
+29% +$68.3K 0.14% 82
2023
Q1 		$231K Buy
+1,498
New +$229K 0.11% 102

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
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
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

RIA Advisory Group's VIG Position: Q3 2026 in Review

RIA Advisory Group reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 45% in Q3 2026, selling an estimated $226K and leaving 1,127 shares worth $263K. The position accounts for 0.07% of the portfolio, ranked #116.

RIA Advisory Group first reported a position in VIG in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.4M in Q4 2025. 1,282 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • RIA Advisory Group held 1,127 shares of Vanguard Dividend Appreciation ETF worth $263K as of Q3 2026.
  • RIA Advisory Group sold 939 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $226K.
  • Vanguard Dividend Appreciation ETF made up 0.07% of RIA Advisory Group's portfolio in Q3 2026, its #116 holding.
  • RIA Advisory Group first reported a position in Vanguard Dividend Appreciation ETF in Q1 2023 and has held it in 14 quarters since.
  • RIA Advisory Group's Vanguard Dividend Appreciation ETF position peaked at $1.4M in Q4 2025.
  • 1,282 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on RIA Advisory Group's 13F filing for Q3 2026, filed 15 Oct 2026.