Values Added Financial’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Values Added Financial’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	$659K	Hold	2,825	–	–	0.23%	63
2026 Q2	$668K	Buy	2,825 +200	+8%	+$45.9K	0.24%	69
2026 Q1	$565K	Sell	2,625 -562	-18%	-$125K	0.24%	68
2025 Q4	$700K	Buy	3,187 +477	+18%	+$104K	0.3%	60
2025 Q3	$585K	Sell	2,710 -59	-2%	-$12.4K	0.26%	68
2025 Q2	$567K	Buy	2,769 +120	+5%	+$23.3K	0.27%	69
2025 Q1	$514K	Sell	2,649 -106	-4%	-$21.1K	0.28%	64
2024 Q4	$540K	Buy	2,755 +1,125	+69%	+$225K	0.31%	59
2024 Q3	$323K	Buy	+1,630	New	+$310K	0.2%	80

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

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

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

Values Added Financial's VIG Position: Q3 2026 in Review

Values Added Financial held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q3 2026 at 2,825 shares worth $659K. The position accounts for 0.23% of the portfolio, ranked #63.

Values Added Financial first reported a position in VIG in Q3 2024 and has held it in 9 quarters since. The position peaked at $700K in Q4 2025. 1,251 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

Values Added Financial held 2,825 shares of Vanguard Dividend Appreciation ETF worth $659K as of Q3 2026.
Values Added Financial left its Vanguard Dividend Appreciation ETF share count unchanged in Q3 2026.
Vanguard Dividend Appreciation ETF made up 0.23% of Values Added Financial's portfolio in Q3 2026, its #63 holding.
Values Added Financial first reported a position in Vanguard Dividend Appreciation ETF in Q3 2024 and has held it in 9 quarters since.
Values Added Financial's Vanguard Dividend Appreciation ETF position peaked at $700K in Q4 2025.
1,251 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Values Added Financial's 13F filing for Q3 2026, filed 28 Oct 2026.