Trinity Financial Advisors
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Trinity Financial Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Trinity Financial 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 		$376K Buy
1,611
+4
+0.2% +$961 0.1% 70
2026
Q2 		$380K Sell
1,607
-139
-8% -$31.9K 0.1% 67
2026
Q1 		$375K Buy
1,746
+5
+0.3% +$1.12K 0.11% 66
2025
Q4 		$383K Buy
1,741
+10
+0.6% +$2.18K 0.11% 66
2025
Q3 		$375K Buy
1,731
+3
+0.2% +$630 0.11% 69
2025
Q2 		$355K Hold
1,728
– – 0.11% 67
2025
Q1 		$324K Buy
1,728
+6
+0.3% +$1.19K 0.12% 64
2024
Q4 		$336K Sell
1,722
-407
-19% -$81.3K 0.13% 60
2024
Q3 		$440K Sell
2,129
-162
-7% -$30.8K 0.2% 49
2024
Q2 		$420K Sell
2,291
-1,313
-36% -$236K 0.19% 51
2024
Q1 		$658K Buy
3,604
+7
+0.2% +$1.23K 0.3% 32
2023
Q4 		$613K Buy
3,597
+17
+0.5% +$2.74K 0.3% 33
2023
Q3 		$556K Buy
3,580
+1,316
+58% +$213K 0.3% 30
2023
Q2 		$368K Hold
2,264
– – 0.2% 53
2023
Q1 		$349K Buy
2,264
+3
+0.1% +$460 0.21% 48
2022
Q4 		$343K Buy
2,261
+3
+0.1% +$447 0.23% 45
2022
Q3 		$305K Buy
+2,258
New +$336K 0.22% 51
2022
Q2 		– Sell
-2,297
Closed -$373K – 59
2022
Q1 		$373K Hold
2,297
– – 0.23% 44
2021
Q4 		$394K Buy
2,297
+1
+0% +$165 0.23% 39
2021
Q3 		$353K Buy
2,296
+1
+0% +$159 0.24% 34
2021
Q2 		$355K Sell
2,295
-568
-20% -$87.2K 0.25% 35
2021
Q1 		$421K Sell
2,863
-425
-13% -$60.5K 0.33% 22
2020
Q4 		$464K Buy
+3,288
New +$446K 0.42% 28

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 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
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 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

Trinity Financial Advisors's VIG Position: Q3 2026 in Review

Trinity Financial Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.25% in Q3 2026, buying an estimated $961 and bringing the position to 1,611 shares worth $376K. The position accounts for 0.1% of the portfolio, ranked #70.

Trinity Financial Advisors first reported a position in VIG in Q4 2020 and has held it in 23 quarters since. The position peaked at $658K in Q1 2024. 1,325 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • Trinity Financial Advisors held 1,611 shares of Vanguard Dividend Appreciation ETF worth $376K as of Q3 2026.
  • Trinity Financial Advisors bought 4 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $961.
  • Vanguard Dividend Appreciation ETF made up 0.1% of Trinity Financial Advisors's portfolio in Q3 2026, its #70 holding.
  • Trinity Financial Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 23 quarters since.
  • Trinity Financial Advisors's Vanguard Dividend Appreciation ETF position peaked at $658K in Q1 2024.
  • 1,325 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Trinity Financial Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.