Sincerus Advisory’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Sincerus Advisory’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	$4.81M	Sell	20,631 -423	-2%	-$102K	3.14%	7
2026 Q2	$4.98M	Sell	21,054 -281	-1%	-$64.5K	3.38%	7
2026 Q1	$4.59M	Buy	21,335 +667	+3%	+$149K	3.48%	6
2025 Q4	$4.54M	Buy	20,668 +1,280	+7%	+$280K	3.65%	5
2025 Q3	$4.18M	Buy	19,388 +877	+5%	+$184K	3.58%	4
2025 Q2	$3.87M	Buy	18,511 +1,034	+6%	+$200K	3.64%	4
2025 Q1	$3.39M	Sell	17,477 -874	-5%	-$174K	3.58%	5
2024 Q4	$3.59M	Buy	+18,351	New	+$3.66M	3.85%	4

Other funds holding VIG

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return

Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Sincerus Advisory's VIG Position: Q3 2026 in Review

Sincerus Advisory reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 2% in Q3 2026, selling an estimated $102K and leaving 20,631 shares worth $4.81M. The position accounts for 3.14% of the portfolio, ranked #7.

Sincerus Advisory first reported a position in VIG in Q4 2024 and has held it in 8 quarters since. The position peaked at $4.98M in Q2 2026. 865 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

Sincerus Advisory held 20,631 shares of Vanguard Dividend Appreciation ETF worth $4.81M as of Q3 2026.
Sincerus Advisory sold 423 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $102K.
Vanguard Dividend Appreciation ETF made up 3.14% of Sincerus Advisory's portfolio in Q3 2026, its #7 holding.
Sincerus Advisory first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 8 quarters since.
Sincerus Advisory's Vanguard Dividend Appreciation ETF position peaked at $4.98M in Q2 2026.
865 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Sincerus Advisory's 13F filing for Q3 2026, filed 9 Oct 2026.