Whelan Financial
VIG icon

Whelan Financial’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Whelan Financial’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 		$338K Buy
1,447
+300
+26% +$72.1K 0.09% 76
2026
Q2 		$271K Buy
1,147
+21
+2% +$4.82K 0.07% 83
2026
Q1 		$242K Buy
1,126
+24
+2% +$5.35K 0.08% 81
2025
Q4 		$242K Buy
+1,102
New +$241K 0.08% 80
2022
Q1 		– Sell
-1,284
Closed -$221K – 25
2021
Q4 		$221K Buy
+1,284
New +$212K 0.14% 17

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 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
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 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

Whelan Financial's VIG Position: Q3 2026 in Review

Whelan Financial increased its Vanguard Dividend Appreciation ETF (VIG) stake by 26% in Q3 2026, buying an estimated $72.1K and bringing the position to 1,447 shares worth $338K. The position accounts for 0.09% of the portfolio, ranked #76.

Whelan Financial first reported a position in VIG in Q4 2021 and has held it in 5 quarters since. 1,315 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • Whelan Financial held 1,447 shares of Vanguard Dividend Appreciation ETF worth $338K as of Q3 2026.
  • Whelan Financial bought 300 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $72.1K.
  • Vanguard Dividend Appreciation ETF made up 0.09% of Whelan Financial's portfolio in Q3 2026, its #76 holding.
  • Whelan Financial first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 5 quarters since.
  • 1,315 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Whelan Financial's 13F filing for Q3 2026, filed 28 Oct 2026.