RVW Wealth
VIG icon

RVW Wealth’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

RVW Wealth’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 		$1.27M Sell
5,455
-346
-6% -$83.1K 0.08% 73
2026
Q2 		$1.37M Buy
5,801
+168
+3% +$38.6K 0.09% 67
2026
Q1 		$1.21M Sell
5,633
-168
-3% -$37.5K 0.09% 67
2025
Q4 		$1.27M Sell
5,801
-362
-6% -$79.1K 0.1% 66
2025
Q3 		$1.33M Sell
6,163
-109
-2% -$22.9K 0.1% 63
2025
Q2 		$1.28M Hold
6,272
– – 0.11% 64
2025
Q1 		$1.22M Buy
6,272
+60
+1% +$11.9K 0.11% 59
2024
Q4 		$1.22M Sell
6,212
-22
-0.4% -$4.39K 0.11% 58
2024
Q3 		$1.23M Sell
6,234
-343
-5% -$65.3K 0.11% 61
2024
Q2 		$1.2M Buy
6,577
+192
+3% +$34.6K 0.12% 59
2024
Q1 		$1.17M Sell
6,385
-6,170
-49% -$1.08M 0.12% 60
2023
Q4 		$2.14M Sell
12,555
-1,236
-9% -$199K 0.24% 50
2023
Q3 		$2.14M Sell
13,791
-397
-3% -$64.4K 0.26% 46
2023
Q2 		$2.3M Sell
14,188
-904
-6% -$142K 0.27% 45
2023
Q1 		$2.32M Sell
15,092
-1,239
-8% -$190K 0.29% 45
2022
Q4 		$2.48M Buy
16,331
+2,875
+21% +$428K 0.32% 40
2022
Q3 		$1.82M Sell
13,456
-1,653
-11% -$246K 0.26% 58
2022
Q2 		$2.17M Buy
15,109
+11,820
+359% +$1.8M 0.29% 52
2022
Q1 		$533K Hold
3,289
– – 0.06% 89
2021
Q4 		$565K Hold
3,289
– – 0.06% 90
2021
Q3 		$1M Sell
3,289
-8
-0.2% -$1.28K 0.12% 84
2021
Q2 		$1M Sell
3,297
-4
-0.1% -$614 0.13% 76
2021
Q1 		$1M Buy
3,301
+750
+29% +$107K 0.13% 101
2020
Q4 		$1M Hold
2,551
– – 0.15% 92
2020
Q3 		$328K Buy
2,551
+821
+47% +$103K 0.06% 80
2020
Q2 		$203K Buy
+1,730
New +$197K 0.04% 90
2020
Q1 		– Sell
-2,036
Closed -$254K – 106
2019
Q4 		$254K Hold
2,036
– – 0.06% 71
2019
Q3 		$243K Sell
2,036
-229
-10% -$27K 0.06% 73
2019
Q2 		$261K Buy
2,265
+229
+11% +$25.7K 0.06% 57
2019
Q1 		$223K Buy
+2,036
New +$215K 0.06% 60

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

RVW Wealth's VIG Position: Q3 2026 in Review

RVW Wealth reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 6% in Q3 2026, selling an estimated $83.1K and leaving 5,455 shares worth $1.27M. The position accounts for 0.08% of the portfolio, ranked #73.

RVW Wealth first reported a position in VIG in Q1 2019 and has held it in 30 quarters since. The position peaked at $2.48M in Q4 2022. 1,282 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • RVW Wealth held 5,455 shares of Vanguard Dividend Appreciation ETF worth $1.27M as of Q3 2026.
  • RVW Wealth sold 346 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $83.1K.
  • Vanguard Dividend Appreciation ETF made up 0.08% of RVW Wealth's portfolio in Q3 2026, its #73 holding.
  • RVW Wealth first reported a position in Vanguard Dividend Appreciation ETF in Q1 2019 and has held it in 30 quarters since.
  • RVW Wealth's Vanguard Dividend Appreciation ETF position peaked at $2.48M in Q4 2022.
  • 1,282 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on RVW Wealth's 13F filing for Q3 2026, filed 6 Oct 2026.