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Alteri Wealth’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Alteri Wealth’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
Q2 		$923K Hold
3,901
– – 0.25% 94
2026
Q1 		$839K Hold
3,901
– – 0.27% 92
2025
Q4 		$857K Buy
3,901
+663
+20% +$145K 0.28% 81
2025
Q3 		$699K Buy
3,238
+104
+3% +$21.8K 0.24% 101
2025
Q2 		$641K Hold
3,134
– – 0.25% 103
2025
Q1 		$608K Buy
3,134
+472
+18% +$93.9K 0.27% 90
2024
Q4 		$521K Buy
+2,662
New +$531K 0.14% 114

Other funds holding VIG

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Alteri Wealth's VIG Position: Q2 2026 in Review

Alteri Wealth held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 3,901 shares worth $923K. The position accounts for 0.25% of the portfolio, ranked #94.

Alteri Wealth first reported a position in VIG in Q4 2024 and has held it in 7 quarters since. 1,400 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Alteri Wealth held 3,901 shares of Vanguard Dividend Appreciation ETF worth $923K as of Q2 2026.
  • Alteri Wealth left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
  • Vanguard Dividend Appreciation ETF made up 0.25% of Alteri Wealth's portfolio in Q2 2026, its #94 holding.
  • Alteri Wealth first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,400 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.