Allied Private Wealth’s Vanguard Wellington Dividend Growth Active ETF VDIG Stock Holding History

Allied Private Wealth’s Portfolio VDIG Stock Details VDIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$756	Buy	+12	New	+$728	﹤0.01%	829

Other funds holding VDIG

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Warner Financial Bethesda, Maryland $340M AUM 22.81% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

EFS

Essex Financial Services Essex, Connecticut $2.01B AUM 31.39% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Allied Private Wealth's VDIG Position: Q2 2026 in Review

Allied Private Wealth opened a new position in Vanguard Wellington Dividend Growth Active ETF (VDIG) in Q2 2026: 12 shares worth $756. The stake represents ﹤0.01% of the portfolio and ranks #829 among its holdings.

12 funds tracked by Wall St. Rank hold VDIG as of Q2 2026.

Allied Private Wealth held 12 shares of Vanguard Wellington Dividend Growth Active ETF worth $756 as of Q2 2026.
Vanguard Wellington Dividend Growth Active ETF was a new Allied Private Wealth position in Q2 2026.
Vanguard Wellington Dividend Growth Active ETF made up ﹤0.01% of Allied Private Wealth's portfolio in Q2 2026, its #829 holding.
12 funds tracked by Wall St. Rank held Vanguard Wellington Dividend Growth Active ETF as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.