Triad Wealth Partners
VIG icon

Triad Wealth Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Triad Wealth Partners’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 		$486K Sell
2,083
-3,228
-61% -$775K 0.03% 326
2026
Q2 		$1.28M Buy
5,311
+3,224
+154% +$740K 0.08% 173
2026
Q1 		$449K Sell
2,087
-179
-8% -$39.9K 0.04% 295
2025
Q4 		$498K Buy
2,266
+280
+14% +$61.2K 0.05% 270
2025
Q3 		$428K Buy
+1,986
New +$417K 0.06% 228
2024
Q3 		– Sell
-299
Closed -$54.6K – 897
2024
Q2 		$54.6K Buy
+299
New +$53.8K 0.03% 219

Other funds holding VIG

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $225B AUM
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 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
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Triad Wealth Partners's VIG Position: Q3 2026 in Review

Triad Wealth Partners reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 61% in Q3 2026, selling an estimated $775K and leaving 2,083 shares worth $486K. The position accounts for 0.03% of the portfolio, ranked #326.

Triad Wealth Partners first reported a position in VIG in Q2 2024 and has held it in 6 quarters since. The position peaked at $1.28M in Q2 2026. 2,356 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • Triad Wealth Partners held 2,083 shares of Vanguard Dividend Appreciation ETF worth $486K as of Q3 2026.
  • Triad Wealth Partners sold 3,228 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $775K.
  • Vanguard Dividend Appreciation ETF made up 0.03% of Triad Wealth Partners's portfolio in Q3 2026, its #326 holding.
  • Triad Wealth Partners first reported a position in Vanguard Dividend Appreciation ETF in Q2 2024 and has held it in 6 quarters since.
  • Triad Wealth Partners's Vanguard Dividend Appreciation ETF position peaked at $1.28M in Q2 2026.
  • 2,356 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.