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

Sunburst 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 		$2.84M Buy
12,174
+16
+0.1% +$3.84K 0.45% 28
2026
Q2 		$2.88M Sell
12,158
-51
-0.4% -$11.7K 0.47% 28
2026
Q1 		$2.63M Sell
12,209
-221
-2% -$49.3K 0.48% 28
2025
Q4 		$2.73M Sell
12,430
-32
-0.3% -$6.99K 0.55% 26
2025
Q3 		$2.69M Sell
12,462
-149
-1% -$31.3K 0.57% 26
2025
Q2 		$2.58M Hold
12,611
– – 0.58% 26
2025
Q1 		$2.45M Sell
12,611
-38
-0.3% -$7.56K 0.6% 26
2024
Q4 		$2.48M Sell
12,649
-1,251
-9% -$250K 0.61% 27
2024
Q3 		$2.75M Sell
13,900
-570
-4% -$109K 0.7% 26
2024
Q2 		$2.64M Sell
14,470
-321
-2% -$57.8K 0.72% 26
2024
Q1 		$2.69M Sell
14,791
-932
-6% -$164K 0.76% 26
2023
Q4 		$2.68M Sell
15,723
-61
-0.4% -$9.81K 0.83% 23
2023
Q3 		$2.45M Sell
15,784
-29
-0.2% -$4.7K 0.87% 22
2023
Q2 		$2.57M Sell
15,813
-59
-0.4% -$9.24K 0.9% 23
2023
Q1 		$2.44M Sell
15,872
-36
-0.2% -$5.51K 0.9% 23
2022
Q4 		$2.42M Buy
15,908
+86
+0.5% +$12.8K 0.96% 23
2022
Q3 		$2.14M Sell
15,822
-9
-0.1% -$1.34K 1.04% 18
2022
Q2 		$2.27M Buy
15,831
+3,223
+26% +$491K 1.09% 19
2022
Q1 		$2.04M Sell
12,608
-183
-1% -$29.5K 1.01% 18
2021
Q4 		$2.2M Sell
12,791
-197
-2% -$32.5K 1.11% 17
2021
Q3 		$2M Sell
12,988
-42
-0.3% -$6.69K 1.24% 15
2021
Q2 		$2.02M Buy
13,030
+21
+0.2% +$3.22K 1.28% 15
2021
Q1 		$1.91M Buy
13,009
+148
+1% +$21.1K 1.33% 14
2020
Q4 		$1.82M Sell
12,861
-113
-0.9% -$15.3K 1.37% 14
2020
Q3 		$1.67M Sell
12,974
-519
-4% -$65.3K 1.41% 13
2020
Q2 		$1.58M Buy
13,493
+2,844
+27% +$324K 1.43% 12
2020
Q1 		$1.1M Buy
10,649
+1,224
+13% +$146K 1.16% 13
2019
Q4 		$1.18M Buy
+9,425
New +$1.14M 1.03% 14

Other funds holding VIG

PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
BWM
Buska Wealth Management Wausau, Wisconsin $291M AUM 12.95% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM
ACA
Adirondack Capital Advisors Syracuse, New York $194M AUM 14.02% 1-Year Est. Return

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

Sunburst Financial Group increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.13% in Q3 2026, buying an estimated $3.84K and bringing the position to 12,174 shares worth $2.84M. The position accounts for 0.45% of the portfolio, ranked #28.

Sunburst Financial Group first reported a position in VIG in Q4 2019 and has held it in 28 quarters since. The position peaked at $2.88M in Q2 2026. 153 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • Sunburst Financial Group held 12,174 shares of Vanguard Dividend Appreciation ETF worth $2.84M as of Q3 2026.
  • Sunburst Financial Group bought 16 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $3.84K.
  • Vanguard Dividend Appreciation ETF made up 0.45% of Sunburst Financial Group's portfolio in Q3 2026, its #28 holding.
  • Sunburst Financial Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and has held it in 28 quarters since.
  • Sunburst Financial Group's Vanguard Dividend Appreciation ETF position peaked at $2.88M in Q2 2026.
  • 153 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Sunburst Financial Group's 13F filing for Q3 2026, filed 9 Oct 2026.