Teamwork Financial Advisors
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Teamwork Financial Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Teamwork Financial Advisors’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 		– Sell
-1,719
Closed -$407K – 236
2026
Q2 		$407K Sell
1,719
-39
-2% -$8.96K 0.04% 144
2026
Q1 		$378K Sell
1,758
-44
-2% -$9.8K 0.04% 159
2025
Q4 		$396K Buy
1,802
+3
+0.2% +$655 0.04% 150
2025
Q3 		$388K Sell
1,799
-98
-5% -$20.6K 0.04% 157
2025
Q2 		$388K Buy
1,897
+49
+3% +$9.5K 0.05% 147
2025
Q1 		$358K Sell
1,848
-3
-0.2% -$597 0.05% 133
2024
Q4 		$362K Buy
1,851
+13
+0.7% +$2.6K 0.05% 129
2024
Q3 		$364K Sell
1,838
-49
-3% -$9.33K 0.05% 115
2024
Q2 		$344K Sell
1,887
-14
-0.7% -$2.52K 0.05% 105
2024
Q1 		$347K Sell
1,901
-56
-3% -$9.8K 0.05% 133
2023
Q4 		$333K Sell
1,957
-92
-4% -$14.8K 0.06% 135
2023
Q3 		$318K Buy
2,049
+58
+3% +$9.4K 0.05% 158
2023
Q2 		$323K Buy
1,991
+10
+0.5% +$1.57K 0.05% 151
2023
Q1 		$305K Sell
1,981
-54
-3% -$8.27K 0.06% 154
2022
Q4 		$309K Buy
+2,035
New +$303K 0.06% 157
2022
Q2 		– Sell
-6,310
Closed -$1.02M – 259
2022
Q1 		$1.02M Sell
6,310
-186
-3% -$30K 0.19% 97
2021
Q4 		$1.12M Sell
6,496
-169
-3% -$27.9K 0.21% 105
2021
Q3 		$1.02M Buy
6,665
+1,750
+36% +$279K 0.2% 94
2021
Q2 		$761K Sell
4,915
-4,034
-45% -$619K 0.16% 114
2021
Q1 		$1.32M Buy
8,949
+2,541
+40% +$361K 0.31% 62
2020
Q4 		$905K Buy
6,408
+2,990
+87% +$405K 0.22% 93
2020
Q3 		$440K Sell
3,418
-1,138
-25% -$143K 0.14% 126
2020
Q2 		$534K Buy
+4,556
New +$519K 0.19% 103

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

Teamwork Financial Advisors's VIG Position: Q3 2026 in Review

Teamwork Financial Advisors sold out of Vanguard Dividend Appreciation ETF (VIG) in Q3 2026, closing a stake of 1,719 shares — an estimated $407K sold.

Teamwork Financial Advisors first reported a position in VIG in Q2 2020 and held it in 23 quarters. The position peaked at $1.32M in Q1 2021. 1,909 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • Teamwork Financial Advisors reported no remaining Vanguard Dividend Appreciation ETF position as of Q3 2026 after selling out during the quarter.
  • Teamwork Financial Advisors sold 1,719 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $407K.
  • Teamwork Financial Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q2 2020 and held it in 23 quarters.
  • Teamwork Financial Advisors's Vanguard Dividend Appreciation ETF position peaked at $1.32M in Q1 2021.
  • 1,909 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Teamwork Financial Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.