Alterna Wealth Management
VIG icon

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
Q3 		$580K Buy
2,488
+726
+41% +$174K 0.32% 65
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% -$9.5K 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

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
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
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

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

Alterna Wealth Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 41% in Q3 2026, buying an estimated $174K and bringing the position to 2,488 shares worth $580K. The position accounts for 0.32% of the portfolio, ranked #65.

Alterna Wealth Management first reported a position in VIG in Q4 2018 and has held it in 23 quarters since. The position peaked at $5.94M in Q1 2022. 1,507 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • Alterna Wealth Management held 2,488 shares of Vanguard Dividend Appreciation ETF worth $580K as of Q3 2026.
  • Alterna Wealth Management bought 726 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $174K.
  • Vanguard Dividend Appreciation ETF made up 0.32% of Alterna Wealth Management's portfolio in Q3 2026, its #65 holding.
  • Alterna Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2018 and has held it in 23 quarters since.
  • Alterna Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $5.94M in Q1 2022.
  • 1,507 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Alterna Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.