St. Clair Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

St. Clair Advisors’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	$3.43M	Buy	14,681 +116	+0.8%	+$27.9K	0.85%	20
2026 Q2	$3.45M	Buy	14,565 +226	+2%	+$51.9K	0.89%	19
2026 Q1	$3.08M	Buy	14,339 +4	+0%	+$892	0.82%	25
2025 Q4	$3.15M	Buy	14,335 +8	+0.1%	+$1.75K	0.81%	23
2025 Q3	$3.09M	Sell	14,327 -1,496	-9%	-$314K	0.82%	25
2025 Q2	$3.24M	Sell	15,823 -500	-3%	-$96.9K	0.85%	21
2025 Q1	$3.17M	Sell	16,323 -1,219	-7%	-$242K	0.89%	21
2024 Q4	$3.44M	Buy	17,542 +8	+0%	+$1.6K	0.99%	20
2024 Q3	$3.47M	Buy	17,534 +6	+0%	+$1.14K	0.99%	19
2024 Q2	$3.2M	Hold	17,528	–	–	1.02%	18
2024 Q1	$3.2M	Buy	17,528 +4	+0%	+$703	1.04%	17
2023 Q4	$2.99M	Buy	17,524 +10	+0.1%	+$1.61K	1.03%	18
2023 Q3	$2.72M	Buy	17,514 +5	+0%	+$811	1.07%	18
2023 Q2	$2.84M	Sell	17,509 -125	-0.7%	-$19.6K	1.11%	17
2023 Q1	$2.72M	Buy	17,634 +5	+0%	+$766	1.18%	15
2022 Q4	$2.68M	Buy	17,629 +6	+0%	+$894	1.68%	10
2022 Q3	$2.38M	Buy	17,623 +125	+0.7%	+$18.6K	1.9%	10
2022 Q2	$2.51M	Sell	17,498 -375	-2%	-$57.1K	2.03%	10
2022 Q1	$2.9M	Buy	17,873 +381	+2%	+$61.5K	1.97%	11
2021 Q4	$3M	Hold	17,492	–	–	1.73%	15
2021 Q3	$2.69M	Hold	17,492	–	–	1.86%	11
2021 Q2	$2.71M	Buy	17,492 +42	+0.2%	+$6.45K	2.03%	9
2021 Q1	$2.57M	Buy	17,450 +400	+2%	+$56.9K	2.05%	9
2020 Q4	$2.41M	Buy	+17,050	New	+$2.31M	2.27%	7

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

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

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

St. Clair Advisors's VIG Position: Q3 2026 in Review

St. Clair Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.8% in Q3 2026, buying an estimated $27.9K and bringing the position to 14,681 shares worth $3.43M. The position accounts for 0.85% of the portfolio, ranked #20.

St. Clair Advisors first reported a position in VIG in Q4 2020 and has held it in 24 quarters since. The position peaked at $3.47M in Q3 2024. 790 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

St. Clair Advisors held 14,681 shares of Vanguard Dividend Appreciation ETF worth $3.43M as of Q3 2026.
St. Clair Advisors bought 116 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $27.9K.
Vanguard Dividend Appreciation ETF made up 0.85% of St. Clair Advisors's portfolio in Q3 2026, its #20 holding.
St. Clair Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 24 quarters since.
St. Clair Advisors's Vanguard Dividend Appreciation ETF position peaked at $3.47M in Q3 2024.
790 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on St. Clair Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.