Valued Wealth Advisors
VIG icon

Valued Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Valued Wealth 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 		$38.9K Buy
167
+1
+0.6% +$240 0.01% 138
2026
Q2 		$39.3K Sell
166
-2
-1% -$459 0.01% 129
2026
Q1 		$36.1K Hold
168
– – 0.01% 126
2025
Q4 		$36.9K Sell
168
-1
-0.6% -$218 0.02% 111
2025
Q3 		$36.6K Buy
169
+24
+17% +$5.04K 0.02% 109
2025
Q2 		$29.8K Sell
145
-155
-52% -$30K 0.02% 122
2025
Q1 		$58.3K Buy
300
+31
+12% +$6.16K 0.04% 79
2024
Q4 		$52.8K Buy
269
+1
+0.4% +$200 0.03% 83
2024
Q3 		$53.4K Buy
268
+153
+133% +$29.1K 0.03% 75
2024
Q2 		$21.2K Hold
115
– – 0.01% 125
2024
Q1 		$21.1K Buy
+115
New +$20.2K 0.01% 122

Other funds holding VIG

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 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
Joel Isaacson & Co
Joel Isaacson & Co New York $3.5B AUM 17.42% 1-Year Est. Return

Valued Wealth Advisors's VIG Position: Q3 2026 in Review

Valued Wealth Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.6% in Q3 2026, buying an estimated $240 and bringing the position to 167 shares worth $38.9K. The position accounts for 0.01% of the portfolio, ranked #138.

Valued Wealth Advisors first reported a position in VIG in Q1 2024 and has held it in 11 quarters since. The position peaked at $58.3K in Q1 2025. 1,909 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • Valued Wealth Advisors held 167 shares of Vanguard Dividend Appreciation ETF worth $38.9K as of Q3 2026.
  • Valued Wealth Advisors bought 1 Vanguard Dividend Appreciation ETF share in Q3 2026, an estimated $240.
  • Vanguard Dividend Appreciation ETF made up 0.01% of Valued Wealth Advisors's portfolio in Q3 2026, its #138 holding.
  • Valued Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q1 2024 and has held it in 11 quarters since.
  • Valued Wealth Advisors's Vanguard Dividend Appreciation ETF position peaked at $58.3K in Q1 2025.
  • 1,909 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Valued Wealth Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.