Towercrest Capital Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Towercrest Capital Management’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	$661K	Buy	2,832 +91	+3%	+$21.9K	0.09%	62
2026 Q2	$649K	Hold	2,741	–	–	0.09%	62
2026 Q1	$589K	Sell	2,741 -260	-9%	-$58K	0.09%	65
2025 Q4	$659K	Hold	3,001	–	–	0.1%	62
2025 Q3	$648K	Hold	3,001	–	–	0.1%	65
2025 Q2	$614K	Buy	3,001 +325	+12%	+$63K	0.11%	60
2025 Q1	$519K	Sell	2,676 -115	-4%	-$22.9K	0.1%	61
2024 Q4	$547K	Hold	2,791	–	–	0.09%	65
2024 Q3	$553K	Sell	2,791 -15	-0.5%	-$2.86K	0.09%	69
2024 Q2	$512K	Hold	2,806	–	–	0.08%	71
2024 Q1	$512K	Hold	2,806	–	–	0.09%	71
2023 Q4	$478K	Buy	2,806 +15	+0.5%	+$2.41K	0.09%	71
2023 Q3	$434K	Hold	2,791	–	–	0.08%	69
2023 Q2	$453K	Hold	2,791	–	–	0.08%	66
2023 Q1	$430K	Hold	2,791	–	–	0.09%	64
2022 Q4	$424K	Buy	2,791 +1,154	+70%	+$172K	0.09%	64
2022 Q3	$221K	Hold	1,637	–	–	0.05%	83
2022 Q2	$235K	Hold	1,637	–	–	0.05%	82
2022 Q1	$265K	Hold	1,637	–	–	0.05%	82
2021 Q4	$281K	Hold	1,637	–	–	0.05%	80
2021 Q3	$251K	Sell	1,637 -80	-5%	-$12.7K	0.05%	86
2021 Q2	$266K	Buy	+1,717	New	+$264K	0.05%	78

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

Towercrest Capital Management's VIG Position: Q3 2026 in Review

Towercrest Capital Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 3.3% in Q3 2026, buying an estimated $21.9K and bringing the position to 2,832 shares worth $661K. The position accounts for 0.09% of the portfolio, ranked #62.

Towercrest Capital Management first reported a position in VIG in Q2 2021 and has held it in 22 quarters since. 1,756 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

Towercrest Capital Management held 2,832 shares of Vanguard Dividend Appreciation ETF worth $661K as of Q3 2026.
Towercrest Capital Management bought 91 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $21.9K.
Vanguard Dividend Appreciation ETF made up 0.09% of Towercrest Capital Management's portfolio in Q3 2026, its #62 holding.
Towercrest Capital Management first reported a position in Vanguard Dividend Appreciation ETF in Q2 2021 and has held it in 22 quarters since.
1,756 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Towercrest Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.