Sweeney & Michel
VIG icon

Sweeney & Michel’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Sweeney & Michel’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 		$1.81M Sell
7,759
-1,025
-12% -$246K 0.48% 38
2026
Q2 		$2.15M Sell
8,784
-56
-0.6% -$12.9K 0.57% 31
2026
Q1 		$1.97M Buy
8,840
+23
+0.3% +$5.13K 0.58% 33
2025
Q4 		$2.02M Sell
8,817
-78
-0.9% -$17K 0.6% 31
2025
Q3 		$1.89M Buy
8,895
+23
+0.3% +$4.83K 0.64% 31
2025
Q2 		$1.83M Buy
8,872
+24
+0.3% +$4.65K 0.65% 31
2025
Q1 		$1.54M Buy
+8,848
New +$1.76M 0.67% 29
2024
Q3 		$2.06M Buy
10,200
+28
+0.3% +$5.33K 0.81% 27
2024
Q2 		$1.87M Buy
10,172
+158
+2% +$28.4K 0.8% 26
2024
Q1 		$1.82M Buy
+10,014
New +$1.76M 0.81% 25
2023
Q3 		$2.22M Sell
14,051
-53
-0.4% -$8.59K 1.16% 20
2023
Q2 		$2.31M Buy
14,104
+34
+0.2% +$5.32K 1.19% 18
2023
Q1 		$2.21M Buy
+14,070
New +$2.16M 1.18% 18

Other funds holding VIG

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Joel Isaacson & Co
Joel Isaacson & Co New York $3.5B AUM 17.42% 1-Year Est. Return

Sweeney & Michel's VIG Position: Q3 2026 in Review

Sweeney & Michel reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 12% in Q3 2026, selling an estimated $246K and leaving 7,759 shares worth $1.81M. The position accounts for 0.48% of the portfolio, ranked #38.

Sweeney & Michel first reported a position in VIG in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.31M in Q2 2023. 1,909 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • Sweeney & Michel held 7,759 shares of Vanguard Dividend Appreciation ETF worth $1.81M as of Q3 2026.
  • Sweeney & Michel sold 1,025 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $246K.
  • Vanguard Dividend Appreciation ETF made up 0.48% of Sweeney & Michel's portfolio in Q3 2026, its #38 holding.
  • Sweeney & Michel first reported a position in Vanguard Dividend Appreciation ETF in Q1 2023 and has held it in 13 quarters since.
  • Sweeney & Michel's Vanguard Dividend Appreciation ETF position peaked at $2.31M in Q2 2023.
  • 1,909 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Sweeney & Michel's 13F filing for Q3 2026, filed 16 Oct 2026.