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Yoder Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Yoder Wealth Management’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 		$6.21M Sell
26,637
-334
-1% -$80.2K 2.34% 12
2026
Q2 		$6.38M Sell
26,971
-1,344
-5% -$309K 2.49% 12
2026
Q1 		$6.09M Sell
28,315
-2,113
-7% -$471K 2.78% 10
2025
Q4 		$6.69M Sell
30,428
-6,953
-19% -$1.52M 3.04% 8
2025
Q3 		$8.07M Sell
37,381
-2,471
-6% -$519K 3.82% 5
2025
Q2 		$8.16M Sell
39,852
-628
-2% -$122K 4.25% 4
2025
Q1 		$7.85M Sell
40,480
-2,135
-5% -$425K 4.42% 3
2024
Q4 		$8.35M Sell
42,615
-632
-1% -$126K 4.61% 4
2024
Q3 		$8.57M Sell
43,247
-368
-0.8% -$70.1K 5.14% 2
2024
Q2 		$7.96M Sell
43,615
-1,319
-3% -$237K 5.15% 3
2024
Q1 		$8.21M Sell
44,934
-1,159
-3% -$204K 5.35% 3
2023
Q4 		$7.85M Sell
46,093
-153
-0.3% -$24.6K 5.54% 3
2023
Q3 		$7.19M Sell
46,246
-640
-1% -$104K 5.93% 3
2023
Q2 		$7.62M Sell
46,886
-5,465
-10% -$856K 6% 4
2023
Q1 		$8.06M Buy
+52,351
New +$8.02M 6.7% 3

Other funds holding VIG

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
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 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
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Yoder Wealth Management's VIG Position: Q3 2026 in Review

Yoder Wealth Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 1.2% in Q3 2026, selling an estimated $80.2K and leaving 26,637 shares worth $6.21M. The position accounts for 2.34% of the portfolio, ranked #12.

Yoder Wealth Management first reported a position in VIG in Q1 2023 and has held it in 15 quarters since. The position peaked at $8.57M in Q3 2024. 617 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • Yoder Wealth Management held 26,637 shares of Vanguard Dividend Appreciation ETF worth $6.21M as of Q3 2026.
  • Yoder Wealth Management sold 334 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $80.2K.
  • Vanguard Dividend Appreciation ETF made up 2.34% of Yoder Wealth Management's portfolio in Q3 2026, its #12 holding.
  • Yoder Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q1 2023 and has held it in 15 quarters since.
  • Yoder Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $8.57M in Q3 2024.
  • 617 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Yoder Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.