SBK Financial
VIG icon

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

SBK 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 		$68.1K Hold
292
– – 0.03% 107
2026
Q2 		$69.1K Hold
292
– – 0.05% 111
2026
Q1 		$62.8K Buy
+292
New +$65.1K 0.05% 101

Other funds holding VIG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
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
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
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Confluence Wealth Services
Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return

SBK Financial's VIG Position: Q3 2026 in Review

SBK Financial held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q3 2026 at 292 shares worth $68.1K. The position accounts for 0.03% of the portfolio, ranked #107.

SBK Financial first reported a position in VIG in Q1 2026 and has held it in 3 quarters since. The position peaked at $69.1K in Q2 2026. 1,705 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • SBK Financial held 292 shares of Vanguard Dividend Appreciation ETF worth $68.1K as of Q3 2026.
  • SBK Financial left its Vanguard Dividend Appreciation ETF share count unchanged in Q3 2026.
  • Vanguard Dividend Appreciation ETF made up 0.03% of SBK Financial's portfolio in Q3 2026, its #107 holding.
  • SBK Financial first reported a position in Vanguard Dividend Appreciation ETF in Q1 2026 and has held it in 3 quarters since.
  • SBK Financial's Vanguard Dividend Appreciation ETF position peaked at $69.1K in Q2 2026.
  • 1,705 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on SBK Financial's 13F filing for Q3 2026, filed 2 Nov 2026.