Trifecta Capital Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Trifecta Capital 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	$1.32M	Buy	5,673 +154	+3%	+$37K	0.16%	57
2026 Q2	$1.31M	Sell	5,519 -1	-0%	-$230	0.17%	57
2026 Q1	$1.19M	Buy	5,520 +29	+0.5%	+$6.46K	0.18%	58
2025 Q4	$1.21M	Sell	5,491 -142	-3%	-$31K	0.18%	58
2025 Q3	$1.22M	Buy	5,633 +4	+0.1%	+$840	0.18%	58
2025 Q2	$1.15M	Hold	5,629	–	–	0.19%	55
2025 Q1	$1.09M	Buy	5,629 +6	+0.1%	+$1.19K	0.23%	53
2024 Q4	$1.1M	Sell	5,623 -7	-0.1%	-$1.4K	0.22%	53
2024 Q3	$1.11M	Buy	5,630 +5	+0.1%	+$952	0.23%	54
2024 Q2	$1.03M	Sell	5,625 -1,007	-15%	-$181K	0.23%	55
2024 Q1	$1.21M	Sell	6,632 -595	-8%	-$105K	0.29%	57
2023 Q4	$1.23M	Buy	7,227 +90	+1%	+$14.5K	0.34%	55
2023 Q3	$1.11M	Buy	7,137 +25	+0.4%	+$4.05K	0.36%	54
2023 Q2	$1.16M	Buy	7,112 +145	+2%	+$22.7K	0.37%	51
2023 Q1	$1.07M	Buy	6,967 +150	+2%	+$23K	0.38%	56
2022 Q4	$1.04M	Buy	+6,817	New	+$1.02M	0.41%	57

Other funds holding VIG

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $225B AUM

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

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Trifecta Capital Advisors's VIG Position: Q3 2026 in Review

Trifecta Capital Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 2.8% in Q3 2026, buying an estimated $37K and bringing the position to 5,673 shares worth $1.32M. The position accounts for 0.16% of the portfolio, ranked #57.

Trifecta Capital Advisors first reported a position in VIG in Q4 2022 and has held it in 16 quarters since. 2,356 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

Trifecta Capital Advisors held 5,673 shares of Vanguard Dividend Appreciation ETF worth $1.32M as of Q3 2026.
Trifecta Capital Advisors bought 154 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $37K.
Vanguard Dividend Appreciation ETF made up 0.16% of Trifecta Capital Advisors's portfolio in Q3 2026, its #57 holding.
Trifecta Capital Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 16 quarters since.
2,356 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Trifecta Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.