Stanich Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Stanich 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	$1.7M	Sell	7,275 -122	-2%	-$29.3K	0.82%	17
2026 Q2	$1.75M	Sell	7,397 -548	-7%	-$126K	1.1%	12
2026 Q1	$1.71M	Buy	7,945 +4	+0.1%	+$892	1.3%	9
2025 Q4	$1.75M	Sell	7,941 -88	-1%	-$19.2K	1.32%	9
2025 Q3	$1.73M	Sell	8,029 -659	-8%	-$138K	1.06%	14
2025 Q2	$1.79M	Sell	8,688 -430	-5%	-$83.3K	1.61%	8
2025 Q1	$1.77M	Sell	9,118 -134	-1%	-$26.6K	1.31%	12
2024 Q4	$1.81M	Buy	+9,252	New	+$1.85M	1.35%	12

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

PCMC

Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 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

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Stanich Group's VIG Position: Q3 2026 in Review

Stanich Group reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 1.6% in Q3 2026, selling an estimated $29.3K and leaving 7,275 shares worth $1.7M. The position accounts for 0.82% of the portfolio, ranked #17.

Stanich Group first reported a position in VIG in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.81M in Q4 2024. 617 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

Stanich Group held 7,275 shares of Vanguard Dividend Appreciation ETF worth $1.7M as of Q3 2026.
Stanich Group sold 122 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $29.3K.
Vanguard Dividend Appreciation ETF made up 0.82% of Stanich Group's portfolio in Q3 2026, its #17 holding.
Stanich Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 8 quarters since.
Stanich Group's Vanguard Dividend Appreciation ETF position peaked at $1.81M in Q4 2024.
617 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

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