Rockingstone Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Rockingstone 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	$1.22M	Hold	5,241	–	–	0.49%	57
2026 Q2	$1.24M	Buy	5,241 +210	+4%	+$48.2K	0.5%	56
2026 Q1	$1.08M	Buy	5,031 +85	+2%	+$18.9K	0.5%	58
2025 Q4	$1.09M	Buy	4,946 +870	+21%	+$190K	0.5%	57
2025 Q3	$880K	Sell	4,076 -260	-6%	-$54.6K	0.43%	62
2025 Q2	$888K	Hold	4,336	–	–	0.47%	61
2025 Q1	$841K	Sell	4,336 -530	-11%	-$105K	0.38%	62
2024 Q4	$953K	Hold	4,866	–	–	0.42%	56
2024 Q3	$964K	Buy	4,866 +35	+0.7%	+$6.66K	0.47%	60
2024 Q2	$882K	Sell	4,831 -1,513	-24%	-$272K	0.45%	63
2024 Q1	$1.16M	Sell	6,344 -61	-1%	-$10.7K	0.6%	60
2023 Q4	$1.09M	Buy	6,405 +275	+4%	+$44.2K	0.61%	61
2023 Q3	$952K	Buy	6,130 +180	+3%	+$29.2K	0.53%	60
2023 Q2	$966K	Hold	5,950	–	–	0.55%	59
2023 Q1	$916K	Buy	5,950 +690	+13%	+$106K	0.56%	62
2022 Q4	$799K	Buy	+5,260	New	+$784K	0.6%	59

Other funds holding VIG

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Joel Isaacson & Co New York $3.5B AUM 17.42% 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

Rockingstone Advisors's VIG Position: Q3 2026 in Review

Rockingstone Advisors held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q3 2026 at 5,241 shares worth $1.22M. The position accounts for 0.49% of the portfolio, ranked #57.

Rockingstone Advisors first reported a position in VIG in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.24M in Q2 2026. 1,792 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

Rockingstone Advisors held 5,241 shares of Vanguard Dividend Appreciation ETF worth $1.22M as of Q3 2026.
Rockingstone Advisors left its Vanguard Dividend Appreciation ETF share count unchanged in Q3 2026.
Vanguard Dividend Appreciation ETF made up 0.49% of Rockingstone Advisors's portfolio in Q3 2026, its #57 holding.
Rockingstone Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 16 quarters since.
Rockingstone Advisors's Vanguard Dividend Appreciation ETF position peaked at $1.24M in Q2 2026.
1,792 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Rockingstone Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.