SpringVest Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

SpringVest 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	$240K	Hold	1,028	–	–	0.15%	74
2026 Q2	$243K	Sell	1,028 -580	-36%	-$133K	0.15%	69
2026 Q1	$346K	Buy	1,608 +15	+0.9%	+$3.34K	0.24%	50
2025 Q4	$350K	Sell	1,593 -7	-0.4%	-$1.53K	0.24%	47
2025 Q3	$345K	Hold	1,600	–	–	0.25%	47
2025 Q2	$329K	Hold	1,600	–	–	0.27%	48
2025 Q1	$310K	Hold	1,600	–	–	0.26%	49
2024 Q4	$313K	Buy	+1,600	New	+$319K	0.27%	46

Other funds holding VIG

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 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

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

SpringVest Wealth Management's VIG Position: Q3 2026 in Review

SpringVest Wealth Management held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q3 2026 at 1,028 shares worth $240K. The position accounts for 0.15% of the portfolio, ranked #74.

SpringVest Wealth Management first reported a position in VIG in Q4 2024 and has held it in 8 quarters since. The position peaked at $350K in Q4 2025. 1,376 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

SpringVest Wealth Management held 1,028 shares of Vanguard Dividend Appreciation ETF worth $240K as of Q3 2026.
SpringVest Wealth Management left its Vanguard Dividend Appreciation ETF share count unchanged in Q3 2026.
Vanguard Dividend Appreciation ETF made up 0.15% of SpringVest Wealth Management's portfolio in Q3 2026, its #74 holding.
SpringVest Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 8 quarters since.
SpringVest Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $350K in Q4 2025.
1,376 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on SpringVest Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.