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Sherry Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Sherry Group’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 		$768K Sell
3,292
-40
-1% -$9.61K 0.72% 33
2026
Q2 		$786K Sell
3,332
-168
-5% -$38.6K 0.77% 32
2026
Q1 		$753K Hold
3,500
– – 0.82% 29
2025
Q4 		$775K Buy
+3,500
New +$765K 0.81% 31

Other funds holding VIG

PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
BWM
Buska Wealth Management Wausau, Wisconsin $291M AUM 12.95% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM
ACA
Adirondack Capital Advisors Syracuse, New York $194M AUM 14.02% 1-Year Est. Return

Sherry Group's VIG Position: Q3 2026 in Review

Sherry Group reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 1.2% in Q3 2026, selling an estimated $9.61K and leaving 3,292 shares worth $768K. The position accounts for 0.72% of the portfolio, ranked #33.

Sherry Group first reported a position in VIG in Q4 2025 and has held it in 4 quarters since. The position peaked at $786K in Q2 2026. 153 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • Sherry Group held 3,292 shares of Vanguard Dividend Appreciation ETF worth $768K as of Q3 2026.
  • Sherry Group sold 40 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $9.61K.
  • Vanguard Dividend Appreciation ETF made up 0.72% of Sherry Group's portfolio in Q3 2026, its #33 holding.
  • Sherry Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2025 and has held it in 4 quarters since.
  • Sherry Group's Vanguard Dividend Appreciation ETF position peaked at $786K in Q2 2026.
  • 153 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Sherry Group's 13F filing for Q3 2026, filed 9 Oct 2026.