Towerpoint Wealth
VIG icon

Towerpoint Wealth’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Towerpoint Wealth’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 		$1.51M Buy
6,472
+337
+5% +$80.9K 0.53% 37
2026
Q2 		$1.45M Buy
6,135
+233
+4% +$53.5K 0.5% 37
2026
Q1 		$1.27M Buy
5,902
+335
+6% +$74.7K 0.51% 39
2025
Q4 		$1.22M Buy
5,567
+89
+2% +$19.4K 0.48% 38
2025
Q3 		$1.18M Buy
5,478
+181
+3% +$38K 0.48% 38
2025
Q2 		$1.08M Buy
5,297
+195
+4% +$37.8K 0.48% 39
2025
Q1 		$990K Buy
5,102
+356
+8% +$70.8K 0.49% 38
2024
Q4 		$929K Buy
4,746
+37
+0.8% +$7.39K 0.46% 38
2024
Q3 		$933K Buy
4,709
+389
+9% +$74.1K 0.44% 36
2024
Q2 		$789K Sell
4,320
-250
-5% -$45K 0.39% 42
2024
Q1 		$835K Sell
4,570
-3,118
-41% -$548K 0.42% 38
2023
Q4 		$1.31M Buy
7,688
+74
+1% +$11.9K 0.71% 26
2023
Q3 		$1.18M Buy
7,614
+34
+0.4% +$5.51K 0.7% 28
2023
Q2 		$1.23M Hold
7,580
– – 0.69% 28
2023
Q1 		$1.17M Buy
7,580
+40
+0.5% +$6.13K 0.67% 27
2022
Q4 		$1.14M Buy
7,540
+40
+0.5% +$5.96K 0.66% 29
2022
Q3 		$1.01M Buy
7,500
+36
+0.5% +$5.36K 0.61% 31
2022
Q2 		$1.07M Buy
7,464
+33
+0.4% +$5.02K 0.64% 31
2022
Q1 		$1.2M Buy
7,431
+30
+0.4% +$4.84K 0.6% 34
2021
Q4 		$1.27M Buy
7,401
+731
+11% +$120K 0.6% 31
2021
Q3 		$1.02M Sell
6,670
-248
-4% -$39.5K 0.51% 32
2021
Q2 		$1.07M Buy
6,918
+29
+0.4% +$4.45K 0.53% 31
2021
Q1 		$1.01M Buy
6,889
+21
+0.3% +$2.99K 0.49% 31
2020
Q4 		$970K Buy
6,868
+29
+0.4% +$3.93K 0.49% 29
2020
Q3 		$880K Hold
6,839
– – 0.49% 29
2020
Q2 		$801K Buy
6,839
+150
+2% +$17.1K 0.5% 28
2020
Q1 		$692K Buy
+6,689
New +$798K 0.55% 27

Other funds holding VIG

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 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
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

Towerpoint Wealth's VIG Position: Q3 2026 in Review

Towerpoint Wealth increased its Vanguard Dividend Appreciation ETF (VIG) stake by 5.5% in Q3 2026, buying an estimated $80.9K and bringing the position to 6,472 shares worth $1.51M. The position accounts for 0.53% of the portfolio, ranked #37.

Towerpoint Wealth first reported a position in VIG in Q1 2020 and has held it in 27 quarters since. 1,282 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • Towerpoint Wealth held 6,472 shares of Vanguard Dividend Appreciation ETF worth $1.51M as of Q3 2026.
  • Towerpoint Wealth bought 337 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $80.9K.
  • Vanguard Dividend Appreciation ETF made up 0.53% of Towerpoint Wealth's portfolio in Q3 2026, its #37 holding.
  • Towerpoint Wealth first reported a position in Vanguard Dividend Appreciation ETF in Q1 2020 and has held it in 27 quarters since.
  • 1,282 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Towerpoint Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.