Weitzel Financial Services
VIG icon

Weitzel Financial Services’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Weitzel Financial Services’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 		$361K Sell
1,539
-71
-4% -$17.1K 0.12% 36
2026
Q2 		$383K Buy
1,610
+31
+2% +$7.12K 0.13% 38
2026
Q1 		$341K Buy
1,579
+7
+0.4% +$1.56K 0.13% 41
2025
Q4 		$347K Buy
1,572
+8
+0.5% +$1.75K 0.13% 39
2025
Q3 		$336K Buy
1,564
+207
+15% +$43.5K 0.14% 37
2025
Q2 		$281K Buy
1,357
+90
+7% +$17.4K 0.12% 37
2025
Q1 		$238K Hold
1,267
– – 0.11% 37
2024
Q4 		$250K Sell
1,267
-47
-4% -$9.38K 0.12% 39
2024
Q3 		$258K Buy
1,314
+195
+17% +$37.1K 0.12% 37
2024
Q2 		$204K Buy
1,119
+3
+0.3% +$540 0.1% 41
2024
Q1 		$203K Sell
1,116
-176
-14% -$30.9K 0.1% 39
2023
Q4 		$220K Buy
+1,292
New +$208K 0.12% 37
2022
Q2 		– Sell
-1,354
Closed -$220K – 37
2022
Q1 		$220K Buy
1,354
+123
+10% +$19.8K 0.14% 30
2021
Q4 		$211K Buy
+1,231
New +$203K 0.13% 31
2021
Q1 		– Sell
-2,084
Closed -$298K – 29
2020
Q4 		$298K Buy
+2,084
New +$282K 0.22% 22

Other funds holding VIG

Wealth Enhancement Advisory Services
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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
Paragon Capital Management (Colorado)
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
Berkshire Money Management
Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 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

Weitzel Financial Services's VIG Position: Q3 2026 in Review

Weitzel Financial Services reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 4.4% in Q3 2026, selling an estimated $17.1K and leaving 1,539 shares worth $361K. The position accounts for 0.12% of the portfolio, ranked #36.

Weitzel Financial Services first reported a position in VIG in Q4 2020 and has held it in 15 quarters since. The position peaked at $383K in Q2 2026. 795 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • Weitzel Financial Services held 1,539 shares of Vanguard Dividend Appreciation ETF worth $361K as of Q3 2026.
  • Weitzel Financial Services sold 71 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $17.1K.
  • Vanguard Dividend Appreciation ETF made up 0.12% of Weitzel Financial Services's portfolio in Q3 2026, its #36 holding.
  • Weitzel Financial Services first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 15 quarters since.
  • Weitzel Financial Services's Vanguard Dividend Appreciation ETF position peaked at $383K in Q2 2026.
  • 795 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Weitzel Financial Services's 13F filing for Q3 2026, filed 16 Oct 2026.