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

Team 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	$362K	Buy	1,550 +381	+33%	+$91.5K	0.14%	38
2026 Q2	$277K	Buy	1,169 +323	+38%	+$74.2K	0.12%	47
2026 Q1	$182K	Buy	846 +645	+321%	+$144K	0.08%	53
2025 Q4	$44.1K	Buy	201 +2	+1%	+$437	0.02%	110
2025 Q3	$43K	Buy	199 +1	+0.5%	+$210	0.02%	106
2025 Q2	$40.6K	Buy	+198	New	+$38.4K	0.02%	99
2024 Q1	–	Sell	-194	Closed	-$33K	–	203
2023 Q4	$33K	Buy	194 +2	+1%	+$322	0.02%	84
2023 Q3	$30K	Buy	+192	New	+$31.1K	0.02%	82

Other funds holding VIG

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Joel Isaacson & Co New York $3.5B AUM 17.42% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

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

Team Financial Group increased its Vanguard Dividend Appreciation ETF (VIG) stake by 33% in Q3 2026, buying an estimated $91.5K and bringing the position to 1,550 shares worth $362K. The position accounts for 0.14% of the portfolio, ranked #38.

Team Financial Group first reported a position in VIG in Q3 2023 and has held it in 8 quarters since. 1,792 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

Team Financial Group held 1,550 shares of Vanguard Dividend Appreciation ETF worth $362K as of Q3 2026.
Team Financial Group bought 381 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $91.5K.
Vanguard Dividend Appreciation ETF made up 0.14% of Team Financial Group's portfolio in Q3 2026, its #38 holding.
Team Financial Group first reported a position in Vanguard Dividend Appreciation ETF in Q3 2023 and has held it in 8 quarters since.
1,792 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Team Financial Group's 13F filing for Q3 2026, filed 30 Oct 2026.