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

Roxbury 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	$1.18M	Buy	5,070 +41	+0.8%	+$9.8K	0.91%	29
2026 Q2	$1.19M	Buy	5,029 +6	+0.1%	+$1.38K	0.94%	28
2026 Q1	$1.08M	Buy	5,023 +166	+3%	+$37K	0.97%	30
2025 Q4	$1.07M	Buy	4,857 +23	+0.5%	+$5.02K	0.96%	27
2025 Q3	$1.04M	Sell	4,834 -31	-0.6%	-$6.51K	0.96%	29
2025 Q2	$996K	Sell	4,865 -157	-3%	-$30.4K	0.97%	30
2025 Q1	$1.02M	Buy	5,022 +31	+0.6%	+$6.16K	1%	32
2024 Q4	$1.02M	Buy	+4,991	New	+$996K	0.99%	31

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

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

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 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

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Roxbury Financial's VIG Position: Q3 2026 in Review

Roxbury Financial increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.82% in Q3 2026, buying an estimated $9.8K and bringing the position to 5,070 shares worth $1.18M. The position accounts for 0.91% of the portfolio, ranked #29.

Roxbury Financial first reported a position in VIG in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.19M in Q2 2026. 2,141 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

Roxbury Financial held 5,070 shares of Vanguard Dividend Appreciation ETF worth $1.18M as of Q3 2026.
Roxbury Financial bought 41 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $9.8K.
Vanguard Dividend Appreciation ETF made up 0.91% of Roxbury Financial's portfolio in Q3 2026, its #29 holding.
Roxbury Financial first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 8 quarters since.
Roxbury Financial's Vanguard Dividend Appreciation ETF position peaked at $1.19M in Q2 2026.
2,141 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Roxbury Financial's 13F filing for Q3 2026, filed 1 Oct 2026.