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

Alterna 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
Q2 		$417K Buy
1,762
+174
+11% +$40K 0.24% 69
2026
Q1 		$342K Sell
1,588
-794
-33% -$177K 0.26% 76
2025
Q4 		$524K Buy
+2,382
New +$520K 0.44% 59
2025
Q2 		– Sell
-3,608
Closed -$700K – 123
2025
Q1 		$700K Buy
3,608
+1,698
+89% +$338K 0.53% 44
2024
Q4 		$374K Sell
1,910
-1,530
-44% -$305K 0.32% 64
2024
Q3 		$681K Buy
3,440
+54
+2% +$10.3K 0.61% 42
2024
Q2 		$618K Sell
3,386
-1,944
-36% -$350K 0.54% 43
2024
Q1 		$973K Buy
+5,330
New +$936K 0.79% 28
2023
Q1 		– Sell
-23,432
Closed -$3.56M – 129
2022
Q4 		$3.56M Sell
23,432
-64
-0.3% -$9.54K 3.99% 4
2022
Q3 		$3.18M Buy
23,496
+16,174
+221% +$2.41M 3.77% 8
2022
Q2 		$1.05M Sell
7,322
-29,316
-80% -$4.46M 1.07% 24
2022
Q1 		$5.94M Buy
36,638
+17,110
+88% +$2.76M 5.01% 3
2021
Q4 		$3.35M Buy
+19,528
New +$3.22M 2.79% 9
2020
Q4 		$439K Sell
3,128
-7,198
-70% -$976K 0.55% 45
2020
Q3 		$1.33M Buy
10,326
+4,692
+83% +$590K 1.93% 16
2020
Q2 		$660K Buy
5,634
+1,964
+54% +$224K 0.79% 30
2020
Q1 		$379K Sell
3,670
-4,982
-58% -$594K 0.55% 42
2019
Q4 		$1.08M Buy
8,652
+3,169
+58% +$383K 1.2% 25
2019
Q3 		$655K Sell
5,483
-2,790
-34% -$329K 0.77% 32
2019
Q2 		$953K Sell
8,273
-3,006
-27% -$337K 1.14% 31
2019
Q1 		$1.24M Buy
11,279
+4,992
+79% +$526K 1.05% 38
2018
Q4 		$616K Buy
+6,287
New +$656K 0.1% 145

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

Alterna Wealth Management's VIG Position: Q2 2026 in Review

Alterna Wealth Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 11% in Q2 2026, buying an estimated $40K and bringing the position to 1,762 shares worth $417K. The position accounts for 0.24% of the portfolio, ranked #69.

Alterna Wealth Management first reported a position in VIG in Q4 2018 and has held it in 22 quarters since. The position peaked at $5.94M in Q1 2022. 1,292 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Alterna Wealth Management held 1,762 shares of Vanguard Dividend Appreciation ETF worth $417K as of Q2 2026.
  • Alterna Wealth Management bought 174 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $40K.
  • Vanguard Dividend Appreciation ETF made up 0.24% of Alterna Wealth Management's portfolio in Q2 2026, its #69 holding.
  • Alterna Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2018 and has held it in 22 quarters since.
  • Alterna Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $5.94M in Q1 2022.
  • 1,292 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Alterna Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.