Snider Financial Group
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Snider Financial Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Snider Financial 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 		$20.5M Buy
87,814
+76
+0.1% +$18.3K 4.94% 4
2026
Q2 		$20.8M Sell
87,738
-4,186
-5% -$961K 5.29% 3
2026
Q1 		$19.8M Sell
91,924
-4,739
-5% -$1.06M 5.97% 3
2025
Q4 		$21.2M Buy
96,663
+3,632
+4% +$794K 5.66% 3
2025
Q3 		$20.1M Buy
93,031
+989
+1% +$208K 5.48% 3
2025
Q2 		$18.8M Buy
92,042
+1,647
+2% +$319K 5.43% 4
2025
Q1 		$17.5M Sell
90,395
-382
-0.4% -$76K 5.7% 3
2024
Q4 		$17.8M Buy
90,777
+238
+0.3% +$47.5K 5.51% 4
2024
Q3 		$17.9M Sell
90,539
-902
-1% -$172K 6.56% 3
2024
Q2 		$16.7M Sell
91,441
-1,491
-2% -$268K 6.44% 3
2024
Q1 		$17M Sell
92,932
-478
-0.5% -$84K 7.07% 3
2023
Q4 		$15.9M Buy
93,410
+656
+0.7% +$106K 7.33% 2
2023
Q3 		$14.4M Sell
92,754
-11,535
-11% -$1.87M 6.97% 3
2023
Q2 		$16.9M Buy
104,289
+949
+0.9% +$149K 8.1% 2
2023
Q1 		$15.9M Sell
103,340
-1,177
-1% -$180K 8.48% 2
2022
Q4 		$15.9M Sell
104,517
-2,948
-3% -$439K 8.77% 2
2022
Q3 		$15.3M Sell
107,465
-1,445
-1% -$215K 8.3% 3
2022
Q2 		$15.6M Buy
108,910
+2,587
+2% +$394K 8.51% 1
2022
Q1 		$17.2M Buy
106,323
+26,041
+32% +$4.2M 7.84% 1
2021
Q4 		$13.7M Buy
80,282
+577
+0.7% +$95.1K 5.83% 2
2021
Q3 		$13.1M Buy
79,705
+8,609
+12% +$1.37M 5.7% 3
2021
Q2 		$11.2M Buy
+71,096
New +$10.9M 5.27% 3

Other funds holding VIG

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $225B AUM
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 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
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Snider Financial Group's VIG Position: Q3 2026 in Review

Snider Financial Group increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.09% in Q3 2026, buying an estimated $18.3K and bringing the position to 87,814 shares worth $20.5M. The position accounts for 4.94% of the portfolio, ranked #4.

Snider Financial Group first reported a position in VIG in Q2 2021 and has held it in 22 quarters since. The position peaked at $21.2M in Q4 2025. 2,356 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • Snider Financial Group held 87,814 shares of Vanguard Dividend Appreciation ETF worth $20.5M as of Q3 2026.
  • Snider Financial Group bought 76 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $18.3K.
  • Vanguard Dividend Appreciation ETF made up 4.94% of Snider Financial Group's portfolio in Q3 2026, its #4 holding.
  • Snider Financial Group first reported a position in Vanguard Dividend Appreciation ETF in Q2 2021 and has held it in 22 quarters since.
  • Snider Financial Group's Vanguard Dividend Appreciation ETF position peaked at $21.2M in Q4 2025.
  • 2,356 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Snider Financial Group's 13F filing for Q3 2026, filed 16 Oct 2026.