Welch Group
VIG icon

Welch Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Welch 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 		$974K Buy
4,174
+104
+3% +$25K 0.03% 133
2026
Q2 		$963K Buy
4,070
+1,002
+33% +$230K 0.03% 131
2026
Q1 		$660K Sell
3,068
-89
-3% -$19.8K 0.02% 151
2025
Q4 		$694K Buy
3,157
+155
+5% +$33.9K 0.03% 145
2025
Q3 		$648K Sell
3,002
-768
-20% -$161K 0.03% 141
2025
Q2 		$772K Buy
3,770
+1,306
+53% +$253K 0.03% 122
2025
Q1 		$473K Buy
2,464
+20
+0.8% +$3.98K 0.02% 149
2024
Q4 		$479K Buy
2,444
+14
+0.6% +$2.8K 0.02% 154
2024
Q3 		$481K Sell
2,430
-114
-4% -$21.7K 0.02% 149
2024
Q2 		$464K Buy
2,544
+121
+5% +$21.8K 0.02% 148
2024
Q1 		$442K Buy
2,423
+6
+0.2% +$1.05K 0.02% 135
2023
Q4 		$412K Buy
2,417
+16
+0.7% +$2.57K 0.02% 139
2023
Q3 		$373K Buy
2,401
+211
+10% +$34.2K 0.02% 134
2023
Q2 		$356K Buy
2,190
+94
+4% +$14.7K 0.02% 144
2023
Q1 		$323K Buy
2,096
+6
+0.3% +$919 0.02% 148
2022
Q4 		$317K Buy
2,090
+7
+0.3% +$1.04K 0.02% 151
2022
Q3 		$282K Buy
2,083
+368
+21% +$54.8K 0.02% 136
2022
Q2 		$246K Sell
1,715
-279
-14% -$42.5K 0.02% 169
2022
Q1 		$323K Buy
1,994
+501
+34% +$80.8K 0.02% 152
2021
Q4 		$256K Buy
1,493
+5
+0.3% +$824 0.02% 184
2021
Q3 		$229K Buy
1,488
+14
+0.9% +$2.23K 0.02% 165
2021
Q2 		$228K Buy
1,474
+76
+5% +$11.7K 0.02% 168
2021
Q1 		$206K Buy
+1,398
New +$199K 0.01% 180
2020
Q2 		– Sell
-1,096
Closed -$113K – 153
2020
Q1 		$113K Buy
+1,096
New +$131K 0.01% 147

Other funds holding VIG

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 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
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
Trust Point Inc
Trust Point Inc La Crosse, Wisconsin $1.33B AUM 20.56% 1-Year Est. Return

Welch Group's VIG Position: Q3 2026 in Review

Welch Group increased its Vanguard Dividend Appreciation ETF (VIG) stake by 2.6% in Q3 2026, buying an estimated $25K and bringing the position to 4,174 shares worth $974K. The position accounts for 0.03% of the portfolio, ranked #133.

Welch Group first reported a position in VIG in Q1 2020 and has held it in 24 quarters since. 1,226 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • Welch Group held 4,174 shares of Vanguard Dividend Appreciation ETF worth $974K as of Q3 2026.
  • Welch Group bought 104 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $25K.
  • Vanguard Dividend Appreciation ETF made up 0.03% of Welch Group's portfolio in Q3 2026, its #133 holding.
  • Welch Group first reported a position in Vanguard Dividend Appreciation ETF in Q1 2020 and has held it in 24 quarters since.
  • 1,226 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Welch Group's 13F filing for Q3 2026, filed 29 Oct 2026.