West Wealth Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

West Wealth 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	$339K	Buy	1,453 +43	+3%	+$10.3K	0.05%	109
2026 Q2	$334K	Buy	+1,410	New	+$324K	0.05%	112
2023 Q2	–	Sell	-3,528	Closed	-$543K	–	80
2023 Q1	$543K	Sell	3,528 -39	-1%	-$5.98K	0.25%	28
2022 Q4	$542K	Sell	3,567 -580	-14%	-$86.4K	0.27%	30
2022 Q3	$560K	Sell	4,147 -1,058	-20%	-$157K	0.28%	31
2022 Q2	$746K	Buy	5,205 +1,603	+45%	+$244K	0.35%	31
2022 Q1	$584K	Buy	+3,602	New	+$581K	0.23%	27

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 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

West Wealth Group's VIG Position: Q3 2026 in Review

West Wealth Group increased its Vanguard Dividend Appreciation ETF (VIG) stake by 3% in Q3 2026, buying an estimated $10.3K and bringing the position to 1,453 shares worth $339K. The position accounts for 0.05% of the portfolio, ranked #109.

West Wealth Group first reported a position in VIG in Q1 2022 and has held it in 7 quarters since. The position peaked at $746K in Q2 2022. 1,317 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

West Wealth Group held 1,453 shares of Vanguard Dividend Appreciation ETF worth $339K as of Q3 2026.
West Wealth Group bought 43 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $10.3K.
Vanguard Dividend Appreciation ETF made up 0.05% of West Wealth Group's portfolio in Q3 2026, its #109 holding.
West Wealth Group first reported a position in Vanguard Dividend Appreciation ETF in Q1 2022 and has held it in 7 quarters since.
West Wealth Group's Vanguard Dividend Appreciation ETF position peaked at $746K in Q2 2022.
1,317 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on West Wealth Group's 13F filing for Q3 2026, filed 14 Oct 2026.