Wolfstich Capital’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Wolfstich Capital’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	$2.83M	Buy	12,021 +6,440	+115%	+$1.55M	2.29%	8
2026 Q2	$1.33M	Hold	5,581	–	–	1.03%	13
2026 Q1	$1.18M	Buy	+5,581	New	+$1.24M	1.03%	16
2025 Q4	–	Sell	-6,186	Closed	-$1.33M	–	21
2025 Q3	$1.33M	Hold	6,186	–	–	2.72%	8
2025 Q2	$1.27M	Buy	6,186 +1,658	+37%	+$321K	2.78%	7
2025 Q1	$878K	Hold	4,528	–	–	0.79%	16
2024 Q4	$887K	Buy	+4,528	New	+$904K	0.79%	16

Other funds holding VIG

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

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

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 Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Wolfstich Capital's VIG Position: Q3 2026 in Review

Wolfstich Capital increased its Vanguard Dividend Appreciation ETF (VIG) stake by 115% in Q3 2026, buying an estimated $1.55M and bringing the position to 12,021 shares worth $2.83M. The position accounts for 2.29% of the portfolio, ranked #8.

Wolfstich Capital first reported a position in VIG in Q4 2024 and has held it in 7 quarters since. 628 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

Wolfstich Capital held 12,021 shares of Vanguard Dividend Appreciation ETF worth $2.83M as of Q3 2026.
Wolfstich Capital bought 6,440 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $1.55M.
Vanguard Dividend Appreciation ETF made up 2.29% of Wolfstich Capital's portfolio in Q3 2026, its #8 holding.
Wolfstich Capital first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 7 quarters since.
628 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Wolfstich Capital's 13F filing for Q3 2026, filed 14 Oct 2026.