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Saxon Interests’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Saxon Interests’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 		$1.61M Sell
6,891
-2,602
-27% -$625K 0.56% 41
2026
Q2 		$2.25M Sell
9,493
-757
-7% -$174K 0.62% 34
2026
Q1 		$2.2M Sell
10,250
-77
-0.7% -$17.2K 0.76% 31
2025
Q4 		$2.27M Sell
10,327
-200
-2% -$43.7K 0.8% 30
2025
Q3 		$2.22M Buy
10,527
+203
+2% +$42.6K 0.87% 25
2025
Q2 		$2M Hold
10,324
– – 0.94% 24
2025
Q1 		$2M Buy
10,324
+27
+0.3% +$5.37K 0.94% 24
2024
Q4 		$2.02M Sell
10,297
-8
-0.1% -$1.6K 0.89% 28
2024
Q3 		$2.04M Sell
10,305
-61
-0.6% -$11.6K 0.93% 26
2024
Q2 		$1.89M Sell
10,366
-6
-0.1% -$1.08K 0.9% 30
2024
Q1 		$1.89M Buy
10,372
+334
+3% +$58.7K 0.9% 31
2023
Q4 		$1.71M Buy
+10,038
New +$1.62M 0.86% 28
2023
Q3 		– Sell
-10,177
Closed -$1.65M – 185
2023
Q2 		$1.65M Sell
10,177
-15
-0.1% -$2.35K 0.88% 26
2023
Q1 		$1.57M Sell
10,192
-554
-5% -$84.9K 0.89% 30
2022
Q4 		$1.66M Sell
10,746
-55
-0.5% -$8.2K 0.94% 27
2022
Q3 		$1.53M Sell
10,801
-57
-0.5% -$8.48K 0.94% 25
2022
Q2 		$1.56M Buy
10,858
+85
+0.8% +$12.9K 0.94% 26
2022
Q1 		$1.75M Buy
10,773
+28
+0.3% +$4.52K 0.93% 31
2021
Q4 		$1.81M Buy
+10,745
New +$1.77M 1.03% 27

Other funds holding VIG

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 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
Joel Isaacson & Co
Joel Isaacson & Co New York $3.5B AUM 17.42% 1-Year Est. Return

Saxon Interests's VIG Position: Q3 2026 in Review

Saxon Interests reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 27% in Q3 2026, selling an estimated $625K and leaving 6,891 shares worth $1.61M. The position accounts for 0.56% of the portfolio, ranked #41.

Saxon Interests first reported a position in VIG in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.27M in Q4 2025. 1,909 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • Saxon Interests held 6,891 shares of Vanguard Dividend Appreciation ETF worth $1.61M as of Q3 2026.
  • Saxon Interests sold 2,602 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $625K.
  • Vanguard Dividend Appreciation ETF made up 0.56% of Saxon Interests's portfolio in Q3 2026, its #41 holding.
  • Saxon Interests first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 19 quarters since.
  • Saxon Interests's Vanguard Dividend Appreciation ETF position peaked at $2.27M in Q4 2025.
  • 1,909 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Saxon Interests's 13F filing for Q3 2026, filed 26 Oct 2026.