Aprio Wealth Management
VIG icon

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

Aprio 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 		$15.9M Sell
68,202
-435
-0.6% -$104K 0.72% 41
2026
Q2 		$16.2M Sell
68,637
-23,056
-25% -$5.29M 0.8% 31
2026
Q1 		$19.7M Buy
91,693
+90,341
+6,682% +$20.1M 1.08% 25
2025
Q4 		$19.9M Buy
+1,352
New +$295K 1.14% 23
2024
Q2 		– Sell
-1,102
Closed -$201K – 275
2024
Q1 		$201K Buy
+1,102
New +$194K 0.04% 227
2023
Q1 		– Sell
-1,486
Closed -$226K – 143
2022
Q4 		$226K Sell
1,486
-60
-4% -$8.94K 0.08% 110
2022
Q3 		$209K Buy
+1,546
New +$230K 0.08% 101

Other funds holding VIG

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 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
Joel Isaacson & Co
Joel Isaacson & Co New York $3.5B AUM 17.42% 1-Year Est. Return

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

Aprio Wealth Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.63% in Q3 2026, selling an estimated $104K and leaving 68,202 shares worth $15.9M. The position accounts for 0.72% of the portfolio, ranked #41.

Aprio Wealth Management first reported a position in VIG in Q3 2022 and has held it in 7 quarters since. The position peaked at $19.9M in Q4 2025. 1,909 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • Aprio Wealth Management held 68,202 shares of Vanguard Dividend Appreciation ETF worth $15.9M as of Q3 2026.
  • Aprio Wealth Management sold 435 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $104K.
  • Vanguard Dividend Appreciation ETF made up 0.72% of Aprio Wealth Management's portfolio in Q3 2026, its #41 holding.
  • Aprio Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q3 2022 and has held it in 7 quarters since.
  • Aprio Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $19.9M in Q4 2025.
  • 1,909 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.