SRWM
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Shira Ridge Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Shira Ridge Wealth Management’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 		$2.31M Buy
9,910
+235
+2% +$56.4K 0.8% 21
2026
Q2 		$2.29M Buy
9,675
+2
+0% +$459 0.8% 23
2026
Q1 		$2.08M Sell
9,673
-7,427
-43% -$1.66M 0.82% 23
2025
Q4 		$3.76M Sell
17,100
-9,565
-36% -$2.09M 1.51% 20
2025
Q3 		$5.75M Buy
26,665
+543
+2% +$114K 2.44% 13
2025
Q2 		$5.35M Sell
26,122
-1,093
-4% -$212K 2.44% 13
2025
Q1 		$5.28M Buy
27,215
+2,688
+11% +$535K 2.63% 12
2024
Q4 		$4.8M Buy
24,527
+1,098
+5% +$219K 2.35% 12
2024
Q3 		$4.64M Buy
23,429
+9,191
+65% +$1.75M 2.37% 12
2024
Q2 		$2.6M Buy
14,238
+926
+7% +$167K 1.45% 19
2024
Q1 		$2.43M Sell
13,312
-532
-4% -$93.5K 1.39% 19
2023
Q4 		$2.36M Buy
13,844
+99
+0.7% +$15.9K 1.42% 20
2023
Q3 		$2.14M Buy
13,745
+1,000
+8% +$162K 1.4% 20
2023
Q2 		$2.07M Buy
12,745
+143
+1% +$22.4K 1.3% 21
2023
Q1 		$1.94M Sell
12,602
-4,126
-25% -$632K 1.28% 22
2022
Q4 		$2.54M Buy
+16,728
New +$2.49M 1.75% 18

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

Shira Ridge Wealth Management's VIG Position: Q3 2026 in Review

Shira Ridge Wealth Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 2.4% in Q3 2026, buying an estimated $56.4K and bringing the position to 9,910 shares worth $2.31M. The position accounts for 0.8% of the portfolio, ranked #21.

Shira Ridge Wealth Management first reported a position in VIG in Q4 2022 and has held it in 16 quarters since. The position peaked at $5.75M in Q3 2025. 153 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • Shira Ridge Wealth Management held 9,910 shares of Vanguard Dividend Appreciation ETF worth $2.31M as of Q3 2026.
  • Shira Ridge Wealth Management bought 235 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $56.4K.
  • Vanguard Dividend Appreciation ETF made up 0.8% of Shira Ridge Wealth Management's portfolio in Q3 2026, its #21 holding.
  • Shira Ridge Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 16 quarters since.
  • Shira Ridge Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $5.75M in Q3 2025.
  • 153 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Shira Ridge Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.