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Vista Investment Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Vista Investment Partners’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 		$315K Sell
1,349
-88
-6% -$21.1K 0.08% 137
2026
Q2 		$340K Buy
1,437
+65
+5% +$14.9K 0.09% 134
2026
Q1 		$295K Buy
1,372
+74
+6% +$16.5K 0.08% 142
2025
Q4 		$285K Sell
1,298
-34
-3% -$7.43K 0.07% 141
2025
Q3 		$287K Sell
1,332
-33
-2% -$6.93K 0.08% 136
2025
Q2 		$279K Buy
1,365
+73
+6% +$14.1K 0.08% 133
2025
Q1 		$251K Buy
1,292
+118
+10% +$23.5K 0.08% 140
2024
Q4 		$230K Buy
1,174
+1
+0.1% +$200 0.07% 141
2024
Q3 		$232K Buy
1,173
+45
+4% +$8.57K 0.07% 139
2024
Q2 		$206K Buy
1,128
+21
+2% +$3.78K 0.07% 147
2024
Q1 		$202K Buy
+1,107
New +$194K 0.07% 140

Other funds holding VIG

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
BWM
Buska Wealth Management Wausau, Wisconsin $291M AUM 12.95% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
ACA
Adirondack Capital Advisors Syracuse, New York $194M AUM 14.02% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return

Vista Investment Partners's VIG Position: Q3 2026 in Review

Vista Investment Partners reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 6.1% in Q3 2026, selling an estimated $21.1K and leaving 1,349 shares worth $315K. The position accounts for 0.08% of the portfolio, ranked #137.

Vista Investment Partners first reported a position in VIG in Q1 2024 and has held it in 11 quarters since. The position peaked at $340K in Q2 2026. 121 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • Vista Investment Partners held 1,349 shares of Vanguard Dividend Appreciation ETF worth $315K as of Q3 2026.
  • Vista Investment Partners sold 88 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $21.1K.
  • Vanguard Dividend Appreciation ETF made up 0.08% of Vista Investment Partners's portfolio in Q3 2026, its #137 holding.
  • Vista Investment Partners first reported a position in Vanguard Dividend Appreciation ETF in Q1 2024 and has held it in 11 quarters since.
  • Vista Investment Partners's Vanguard Dividend Appreciation ETF position peaked at $340K in Q2 2026.
  • 121 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Vista Investment Partners's 13F filing for Q3 2026, filed 8 Oct 2026.