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Weaver Consulting Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Weaver Consulting Group’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 		$8.43M Sell
36,147
-9
-0% -$2.16K 1.64% 10
2026
Q2 		$8.56M Sell
36,156
-67
-0.2% -$15.4K 1.75% 11
2026
Q1 		$7.79M Sell
36,223
-150
-0.4% -$33.4K 1.86% 10
2025
Q4 		$7.99M Buy
36,373
+671
+2% +$147K 1.95% 8
2025
Q3 		$7.7M Sell
35,702
-848
-2% -$178K 1.96% 9
2025
Q2 		$7.48M Sell
36,550
-179
-0.5% -$34.7K 2.07% 8
2025
Q1 		$7.12M Sell
36,729
-307
-0.8% -$61K 2.15% 8
2024
Q4 		$7.25M Buy
37,036
+1,490
+4% +$297K 2.23% 7
2024
Q3 		$7.04M Sell
35,546
-61
-0.2% -$11.6K 2.24% 8
2024
Q2 		$6.5M Sell
35,607
-29
-0.1% -$5.22K 2.27% 9
2024
Q1 		$6.51M Buy
35,636
+789
+2% +$139K 2.41% 7
2023
Q4 		$5.94M Sell
34,847
-73
-0.2% -$11.7K 2.41% 8
2023
Q3 		$5.43M Sell
34,920
-387
-1% -$62.7K 2.45% 9
2023
Q2 		$5.73M Sell
35,307
-3,717
-10% -$582K 2.53% 9
2023
Q1 		$6.01M Sell
39,024
-231
-0.6% -$35.4K 2.75% 9
2022
Q4 		$5.96M Sell
39,255
-267
-0.7% -$39.8K 3.04% 7
2022
Q3 		$5.34M Sell
39,522
-9,064
-19% -$1.35M 3.07% 6
2022
Q2 		$6.97M Buy
48,586
+277
+0.6% +$42.2K 3.9% 6
2022
Q1 		$7.83M Buy
48,309
+188
+0.4% +$30.3K 3.8% 5
2021
Q4 		$8.26M Sell
48,121
-294
-0.6% -$48.5K 3.98% 4
2021
Q3 		$7.44M Sell
48,415
-526
-1% -$83.8K 4.04% 5
2021
Q2 		$7.58M Sell
48,941
-720
-1% -$111K 4.27% 5
2021
Q1 		$7.3M Buy
49,661
+960
+2% +$137K 4.49% 4
2020
Q4 		$6.88M Buy
48,701
+3,301
+7% +$447K 4.29% 5
2020
Q3 		$5.84M Buy
45,400
+78
+0.2% +$9.8K 3.36% 5
2020
Q2 		$5.31M Sell
45,322
-300
-0.7% -$34.2K 3.09% 7
2020
Q1 		$4.72M Buy
45,622
+3,007
+7% +$359K 3.08% 7
2019
Q4 		$5.1M Buy
42,615
+936
+2% +$113K 2.73% 7
2019
Q3 		$4.98M Sell
41,679
-162
-0.4% -$19.1K 2.64% 8
2019
Q2 		$4.82M Buy
41,841
+2
+0% +$224 2.63% 8
2019
Q1 		$4.77M Buy
+41,839
New +$4.41M 1.35% 15

Other funds holding VIG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Diversified Enterprises
Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Weaver Consulting Group's VIG Position: Q3 2026 in Review

Weaver Consulting Group reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.02% in Q3 2026, selling an estimated $2.16K and leaving 36,147 shares worth $8.43M. The position accounts for 1.64% of the portfolio, ranked #10.

Weaver Consulting Group first reported a position in VIG in Q1 2019 and has held it in 31 quarters since. The position peaked at $8.56M in Q2 2026. 617 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • Weaver Consulting Group held 36,147 shares of Vanguard Dividend Appreciation ETF worth $8.43M as of Q3 2026.
  • Weaver Consulting Group sold 9 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $2.16K.
  • Vanguard Dividend Appreciation ETF made up 1.64% of Weaver Consulting Group's portfolio in Q3 2026, its #10 holding.
  • Weaver Consulting Group first reported a position in Vanguard Dividend Appreciation ETF in Q1 2019 and has held it in 31 quarters since.
  • Weaver Consulting Group's Vanguard Dividend Appreciation ETF position peaked at $8.56M in Q2 2026.
  • 617 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Weaver Consulting Group's 13F filing for Q3 2026, filed 7 Oct 2026.