Rossby Financial’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Rossby Financial’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	Buy	5,238 +606	+13%	+$146K	0.18%	105
2026 Q2	$1.08M	Sell	4,632 -1,042	-18%	-$239K	0.2%	99
2026 Q1	$1.22M	Buy	5,674 +2,152	+61%	+$480K	0.25%	80
2025 Q4	$774K	Buy	3,522 +2,816	+399%	+$615K	0.24%	76
2025 Q3	$153K	Sell	706 -78	-10%	-$16.4K	0.05%	326
2025 Q2	$160K	Buy	784 +40	+5%	+$7.75K	0.06%	289
2025 Q1	$140K	Buy	+744	New	+$148K	0.06%	294

Other funds holding VIG

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $225B AUM

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

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Rossby Financial's VIG Position: Q3 2026 in Review

Rossby Financial increased its Vanguard Dividend Appreciation ETF (VIG) stake by 13% in Q3 2026, buying an estimated $146K and bringing the position to 5,238 shares worth $1.22M. The position accounts for 0.18% of the portfolio, ranked #105.

Rossby Financial first reported a position in VIG in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.22M in Q1 2026. 2,356 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

Rossby Financial held 5,238 shares of Vanguard Dividend Appreciation ETF worth $1.22M as of Q3 2026.
Rossby Financial bought 606 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $146K.
Vanguard Dividend Appreciation ETF made up 0.18% of Rossby Financial's portfolio in Q3 2026, its #105 holding.
Rossby Financial first reported a position in Vanguard Dividend Appreciation ETF in Q1 2025 and has held it in 7 quarters since.
Rossby Financial's Vanguard Dividend Appreciation ETF position peaked at $1.22M in Q1 2026.
2,356 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Rossby Financial's 13F filing for Q3 2026, filed 5 Nov 2026.