Valley Wealth Managers’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Valley Wealth Managers’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	$22.2K	Sell	95 -150	-61%	-$36K	﹤0.01%	261
2026 Q2	$58K	Hold	245	–	–	﹤0.01%	218
2026 Q1	$52.7K	Hold	245	–	–	﹤0.01%	216
2025 Q4	$53.8K	Hold	245	–	–	﹤0.01%	212
2025 Q3	$52.9K	Hold	245	–	–	﹤0.01%	205
2025 Q2	$50.1K	Hold	245	–	–	﹤0.01%	200
2025 Q1	$47.5K	Hold	245	–	–	﹤0.01%	208
2024 Q4	$48K	Hold	245	–	–	﹤0.01%	215
2024 Q3	$48.5K	Hold	245	–	–	﹤0.01%	218
2024 Q2	$44.7K	Hold	245	–	–	﹤0.01%	224
2024 Q1	$44.7K	Hold	245	–	–	﹤0.01%	220
2023 Q4	$41.7K	Sell	245 -605	-71%	-$97.3K	﹤0.01%	222
2023 Q3	$132K	Buy	850 +605	+247%	+$98.1K	0.01%	192
2023 Q2	$39.8K	Hold	245	–	–	﹤0.01%	217
2023 Q1	$37.7K	Hold	245	–	–	﹤0.01%	228
2022 Q4	$37.2K	Hold	245	–	–	﹤0.01%	243
2022 Q3	$33K	Hold	245	–	–	﹤0.01%	262
2022 Q2	$35K	Buy	+245	New	+$37.3K	﹤0.01%	268

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

Valley Wealth Managers's VIG Position: Q3 2026 in Review

Valley Wealth Managers reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 61% in Q3 2026, selling an estimated $36K and leaving 95 shares worth $22.2K. The position accounts for ﹤0.01% of the portfolio, ranked #261.

Valley Wealth Managers first reported a position in VIG in Q2 2022 and has held it in 18 quarters since. The position peaked at $132K in Q3 2023. 936 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

Valley Wealth Managers held 95 shares of Vanguard Dividend Appreciation ETF worth $22.2K as of Q3 2026.
Valley Wealth Managers sold 150 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $36K.
Vanguard Dividend Appreciation ETF made up ﹤0.01% of Valley Wealth Managers's portfolio in Q3 2026, its #261 holding.
Valley Wealth Managers first reported a position in Vanguard Dividend Appreciation ETF in Q2 2022 and has held it in 18 quarters since.
Valley Wealth Managers's Vanguard Dividend Appreciation ETF position peaked at $132K in Q3 2023.
936 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.