AlTi Global’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

AlTi Global’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	$805K	Hold	3,401	–	–	0.02%	298
2026 Q1	$732K	Hold	3,401	–	–	0.02%	271
2025 Q4	$748K	Buy	3,401 +200	+6%	+$43.7K	0.02%	269
2025 Q3	$694K	Hold	3,201	–	–	0.02%	280
2025 Q2	$658K	Hold	3,201	–	–	0.02%	275
2025 Q1	$621K	Sell	3,201 -318	-9%	-$63.2K	0.02%	255
2024 Q4	$689K	Buy	3,519 +329	+10%	+$65.7K	0.02%	250
2024 Q3	$634K	Buy	3,190 +821	+35%	+$156K	0.02%	252
2024 Q2	$435K	Sell	2,369 -160	-6%	-$28.8K	0.01%	271
2024 Q1	$462K	Buy	2,529 +5	+0.2%	+$878	0.01%	259
2023 Q4	$430K	Buy	+2,524	New	+$406K	0.01%	256

Other funds holding VIG

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AlTi Global's VIG Position: Q2 2026 in Review

AlTi Global held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 3,401 shares worth $805K. The position accounts for 0.02% of the portfolio, ranked #298.

AlTi Global first reported a position in VIG in Q4 2023 and has held it in 11 quarters since. 1,858 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

AlTi Global held 3,401 shares of Vanguard Dividend Appreciation ETF worth $805K as of Q2 2026.
AlTi Global left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.02% of AlTi Global's portfolio in Q2 2026, its #298 holding.
AlTi Global first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 11 quarters since.
1,858 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on AlTi Global's 13F filing for Q2 2026, filed 5 Aug 2026.