Stone Summit Wealth’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Stone Summit Wealth’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	$428K	Sell	1,834 -835	-31%	-$201K	0.12%	98
2026 Q2	$632K	Hold	2,669	–	–	0.16%	88
2026 Q1	$574K	Hold	2,669	–	–	0.16%	85
2025 Q4	$587K	Sell	2,669 -35	-1%	-$7.65K	0.16%	87
2025 Q3	$583K	Sell	2,704 -25	-0.9%	-$5.25K	0.17%	90
2025 Q2	$559K	Sell	2,729 -5	-0.2%	-$969	0.17%	96
2025 Q1	$530K	Hold	2,734	–	–	0.18%	91
2024 Q4	$535K	Sell	2,734 -100	-4%	-$20K	0.18%	94
2024 Q3	$561K	Buy	2,834 +100	+4%	+$19K	0.18%	94
2024 Q2	$499K	Hold	2,734	–	–	0.18%	93
2024 Q1	$499K	Hold	2,734	–	–	0.17%	96
2023 Q4	$466K	Sell	2,734 -35	-1%	-$5.63K	0.18%	102
2023 Q3	$430K	Buy	2,769 +4	+0.1%	+$648	0.18%	102
2023 Q2	$449K	Buy	2,765 +465	+20%	+$72.8K	0.19%	96
2023 Q1	$354K	Hold	2,300	–	–	0.16%	106
2022 Q4	$349K	Sell	2,300 -419	-15%	-$62.4K	0.17%	105
2022 Q3	$368K	Hold	2,719	–	–	0.23%	91
2022 Q2	$390K	Hold	2,719	–	–	0.23%	91
2022 Q1	$443K	Buy	+2,719	New	+$439K	0.25%	91

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

Stone Summit Wealth's VIG Position: Q3 2026 in Review

Stone Summit Wealth reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 31% in Q3 2026, selling an estimated $201K and leaving 1,834 shares worth $428K. The position accounts for 0.12% of the portfolio, ranked #98.

Stone Summit Wealth first reported a position in VIG in Q1 2022 and has held it in 19 quarters since. The position peaked at $632K in Q2 2026. 706 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

Stone Summit Wealth held 1,834 shares of Vanguard Dividend Appreciation ETF worth $428K as of Q3 2026.
Stone Summit Wealth sold 835 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $201K.
Vanguard Dividend Appreciation ETF made up 0.12% of Stone Summit Wealth's portfolio in Q3 2026, its #98 holding.
Stone Summit Wealth first reported a position in Vanguard Dividend Appreciation ETF in Q1 2022 and has held it in 19 quarters since.
Stone Summit Wealth's Vanguard Dividend Appreciation ETF position peaked at $632K in Q2 2026.
706 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Stone Summit Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.