The Wealth Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

The Wealth 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	$826K	Sell	3,516 -42	-1%	-$10.1K	0.15%	46
2026 Q2	$842K	Sell	3,558 -15	-0.4%	-$3.44K	0.16%	46
2026 Q1	$768K	Hold	3,573	–	–	0.18%	43
2025 Q4	$785K	Sell	3,573 -3	-0.1%	-$655	0.18%	42
2025 Q3	$772K	Sell	3,576 -45	-1%	-$9.45K	0.18%	42
2025 Q2	$741K	Sell	3,621 -221	-6%	-$42.8K	0.19%	42
2025 Q1	$745K	Buy	3,842 +100	+3%	+$19.9K	0.22%	36
2024 Q4	$733K	Sell	3,742 -64	-2%	-$12.8K	0.21%	34
2024 Q3	$754K	Hold	3,806	–	–	0.22%	33
2024 Q2	$695K	Sell	3,806 -4	-0.1%	-$720	0.21%	34
2024 Q1	$690K	Sell	3,810 -106	-3%	-$18.6K	0.21%	33
2023 Q4	$682K	Buy	+3,916	New	+$630K	0.23%	33

Other funds holding VIG

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

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

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return

The Wealth Group's VIG Position: Q3 2026 in Review

The Wealth Group reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 1.2% in Q3 2026, selling an estimated $10.1K and leaving 3,516 shares worth $826K. The position accounts for 0.15% of the portfolio, ranked #46.

The Wealth Group first reported a position in VIG in Q4 2023 and has held it in 12 quarters since. The position peaked at $842K in Q2 2026. 936 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

The Wealth Group held 3,516 shares of Vanguard Dividend Appreciation ETF worth $826K as of Q3 2026.
The Wealth Group sold 42 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $10.1K.
Vanguard Dividend Appreciation ETF made up 0.15% of The Wealth Group's portfolio in Q3 2026, its #46 holding.
The Wealth Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 12 quarters since.
The Wealth Group's Vanguard Dividend Appreciation ETF position peaked at $842K in Q2 2026.
936 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on The Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.