tru Independence’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

tru Independence’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	$453K	Buy	1,940 +6	+0.3%	+$1.44K	0.19%	58
2026 Q2	$458K	Buy	1,934 +6	+0.3%	+$1.38K	0.2%	59
2026 Q1	$415K	Sell	1,928 -395	-17%	-$88.1K	0.21%	59
2025 Q4	$511K	Buy	2,323 +11	+0.5%	+$2.4K	0.13%	82
2025 Q3	$499K	Buy	2,312 +406	+21%	+$85.3K	0.13%	85
2025 Q2	$390K	Buy	1,906 +66	+4%	+$12.8K	0.11%	90
2025 Q1	$357K	Buy	1,840 +3	+0.2%	+$597	0.11%	92
2024 Q4	$360K	Buy	1,837 +6	+0.3%	+$1.2K	0.11%	88
2024 Q3	$363K	Buy	1,831 +385	+27%	+$73.3K	0.11%	89
2024 Q2	$264K	Sell	1,446 -235	-14%	-$42.3K	0.08%	98
2024 Q1	$307K	Buy	1,681 +3	+0.2%	+$527	0.09%	95
2023 Q4	$286K	Sell	1,678 -193	-10%	-$31.1K	0.09%	100
2023 Q3	$291K	Buy	1,871 +3	+0.2%	+$486	0.1%	104
2023 Q2	$303K	Hold	1,868	–	–	0.1%	102
2023 Q1	$288K	Buy	1,868 +3	+0.2%	+$460	0.09%	101
2022 Q4	$283K	Buy	1,865 +4	+0.2%	+$596	0.09%	95
2022 Q3	$252K	Buy	+1,861	New	+$277K	0.09%	101
2021 Q2	–	Sell	-62,536	Closed	-$9.2M	–	393
2021 Q1	$9.2M	Buy	62,536 +3,977	+7%	+$566K	1.74%	3
2020 Q4	$8.27K	Buy	58,559 +4,344	+8%	+$589K	0.02%	262
2020 Q3	$6.98M	Buy	54,215 +1,923	+4%	+$242K	1.98%	6
2020 Q2	$6.13M	Buy	52,292 +50,882	+3,609%	+$5.79M	0.89%	15
2020 Q1	$145K	Hold	1,410	–	–	0.02%	220
2019 Q4	$145K	Buy	+1,410	New	+$171K	0.02%	273

Other funds holding VIG

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return

tru Independence's VIG Position: Q3 2026 in Review

tru Independence increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.31% in Q3 2026, buying an estimated $1.44K and bringing the position to 1,940 shares worth $453K. The position accounts for 0.19% of the portfolio, ranked #58.

tru Independence first reported a position in VIG in Q4 2019 and has held it in 23 quarters since. The position peaked at $9.2M in Q1 2021. 936 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

tru Independence held 1,940 shares of Vanguard Dividend Appreciation ETF worth $453K as of Q3 2026.
tru Independence bought 6 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $1.44K.
Vanguard Dividend Appreciation ETF made up 0.19% of tru Independence's portfolio in Q3 2026, its #58 holding.
tru Independence first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and has held it in 23 quarters since.
tru Independence's Vanguard Dividend Appreciation ETF position peaked at $9.2M in Q1 2021.
936 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on tru Independence's 13F filing for Q3 2026, filed 20 Oct 2026.