TrueWealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

TrueWealth 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	$2.27M	Sell	9,745 -21	-0.2%	-$5.04K	0.51%	39
2026 Q2	$2.31M	Sell	9,766 -5	-0.1%	-$1.15K	0.52%	31
2026 Q1	$2.1M	Buy	9,771 +1	+0%	+$223	0.53%	32
2025 Q4	$2.15M	Buy	9,770 +193	+2%	+$42.2K	0.56%	36
2025 Q3	$2.07M	Sell	9,577 -11	-0.1%	-$2.31K	0.56%	36
2025 Q2	$1.96M	Sell	9,588 -245	-2%	-$47.5K	0.58%	35
2025 Q1	$1.91M	Buy	9,833 +2	+0%	+$398	0.63%	35
2024 Q4	$1.93M	Sell	9,831 -1	-0%	-$200	0.64%	33
2024 Q3	$1.95M	Sell	9,832 -841	-8%	-$160K	0.65%	32
2024 Q2	$1.95M	Sell	10,673 -667	-6%	-$120K	0.72%	29
2024 Q1	$2.07M	Sell	11,340 -122	-1%	-$21.4K	0.8%	28
2023 Q4	$1.95M	Sell	11,462 -1,225	-10%	-$197K	0.76%	28
2023 Q3	$1.97M	Sell	12,687 -128	-1%	-$20.7K	0.83%	26
2023 Q2	$2.08M	Sell	12,815 -3,072	-19%	-$481K	0.85%	28
2023 Q1	$2.45M	Sell	15,887 -6,107	-28%	-$936K	1.03%	21
2022 Q4	$3.34M	Sell	21,994 -503	-2%	-$75K	1.46%	17
2022 Q3	$3.04M	Sell	22,497 -5,042	-18%	-$750K	1.44%	16
2022 Q2	$3.95M	Sell	27,539 -4,833	-15%	-$736K	1.84%	14
2022 Q1	$5.56M	Hold	32,372	–	–	2.5%	12
2021 Q4	$5.56M	Sell	32,372 -776	-2%	-$128K	2.5%	12
2021 Q3	$5.09M	Sell	33,148 -533	-2%	-$84.9K	2.86%	11
2021 Q2	$5.21M	Buy	33,681 +4,002	+13%	+$614K	3.04%	10
2021 Q1	$4.51M	Buy	29,679 +4,190	+16%	+$596K	2.93%	10
2020 Q4	$3.63M	Buy	+25,489	New	+$3.45M	3.12%	9

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 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

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

TrueWealth Advisors's VIG Position: Q3 2026 in Review

TrueWealth Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.22% in Q3 2026, selling an estimated $5.04K and leaving 9,745 shares worth $2.27M. The position accounts for 0.51% of the portfolio, ranked #39.

TrueWealth Advisors first reported a position in VIG in Q4 2020 and has held it in 24 quarters since. The position peaked at $5.56M in Q1 2022. 1,365 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

TrueWealth Advisors held 9,745 shares of Vanguard Dividend Appreciation ETF worth $2.27M as of Q3 2026.
TrueWealth Advisors sold 21 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $5.04K.
Vanguard Dividend Appreciation ETF made up 0.51% of TrueWealth Advisors's portfolio in Q3 2026, its #39 holding.
TrueWealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 24 quarters since.
TrueWealth Advisors's Vanguard Dividend Appreciation ETF position peaked at $5.56M in Q1 2022.
1,365 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

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