Alvarez & Marsal Private Wealth Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Alvarez & Marsal Private Wealth Partners’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	$201K	Buy	+850	New	+$195K	0.03%	107

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HWM

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Alvarez & Marsal Private Wealth Partners's VIG Position: Q2 2026 in Review

Alvarez & Marsal Private Wealth Partners opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q2 2026: 850 shares worth $201K. The stake represents 0.03% of the portfolio and ranks #107 among its holdings.

2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Alvarez & Marsal Private Wealth Partners held 850 shares of Vanguard Dividend Appreciation ETF worth $201K as of Q2 2026.
Vanguard Dividend Appreciation ETF was a new Alvarez & Marsal Private Wealth Partners position in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.03% of Alvarez & Marsal Private Wealth Partners's portfolio in Q2 2026, its #107 holding.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Alvarez & Marsal Private Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.