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

Atticus 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 		$2.42M Sell
10,376
-120
-1% -$28.8K 0.54% 34
2026
Q2 		$2.48M Buy
10,496
+28
+0.3% +$6.43K 0.59% 31
2026
Q1 		$2.25M Sell
10,468
-3,180
-23% -$709K 0.61% 27
2025
Q4 		$3M Sell
13,648
-3,675
-21% -$803K 0.74% 25
2025
Q3 		$3.74M Buy
17,323
+246
+1% +$51.7K 0.94% 18
2025
Q2 		$3.5M Sell
17,077
-26
-0.2% -$5.04K 0.94% 20
2025
Q1 		$3.32M Buy
17,103
+182
+1% +$36.2K 1.08% 17
2024
Q4 		$3.31M Sell
16,921
-212
-1% -$42.3K 1.03% 20
2024
Q3 		$3.39M Buy
17,133
+465
+3% +$88.5K 1.09% 19
2024
Q2 		$3.04M Sell
16,668
-420
-2% -$75.6K 0.99% 20
2024
Q1 		$3.12M Buy
17,088
+260
+2% +$45.7K 1.02% 19
2023
Q4 		$2.87M Sell
16,828
-387
-2% -$62.3K 1.01% 18
2023
Q3 		$2.67M Buy
17,215
+56
+0.3% +$9.08K 1.03% 18
2023
Q2 		$2.79M Sell
17,159
-400
-2% -$62.6K 1.03% 18
2023
Q1 		$2.7M Sell
17,559
-1,031
-6% -$158K 1.03% 20
2022
Q4 		$2.82M Buy
18,590
+575
+3% +$85.7K 1.16% 19
2022
Q3 		$2.58M Hold
18,015
– – 1.25% 18
2022
Q2 		$2.58M Buy
18,015
+1,017
+6% +$155K 1.07% 21
2022
Q1 		$2.76M Buy
16,998
+433
+3% +$69.9K 1.01% 23
2021
Q4 		$2.84M Buy
16,565
+994
+6% +$164K 1.11% 21
2021
Q3 		$2.39M Sell
15,571
-394
-2% -$62.8K 1.05% 20
2021
Q2 		$2.47M Buy
15,965
+152
+1% +$23.3K 1.08% 25
2021
Q1 		$2.33M Buy
15,813
+2,504
+19% +$356K 1.11% 25
2020
Q4 		$1.88M Buy
13,309
+942
+8% +$128K 0.95% 26
2020
Q3 		$1.59M Buy
12,367
+3,015
+32% +$379K 0.95% 23
2020
Q2 		$1.1M Buy
9,352
+1,077
+13% +$123K 0.72% 34
2020
Q1 		$856K Buy
8,275
+921
+13% +$110K 0.69% 34
2019
Q4 		$917K Buy
+7,354
New +$890K 0.58% 37

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

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

Atticus Wealth Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 1.1% in Q3 2026, selling an estimated $28.8K and leaving 10,376 shares worth $2.42M. The position accounts for 0.54% of the portfolio, ranked #34.

Atticus Wealth Management first reported a position in VIG in Q4 2019 and has held it in 28 quarters since. The position peaked at $3.74M in Q3 2025. 1,346 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • Atticus Wealth Management held 10,376 shares of Vanguard Dividend Appreciation ETF worth $2.42M as of Q3 2026.
  • Atticus Wealth Management sold 120 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $28.8K.
  • Vanguard Dividend Appreciation ETF made up 0.54% of Atticus Wealth Management's portfolio in Q3 2026, its #34 holding.
  • Atticus Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and has held it in 28 quarters since.
  • Atticus Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $3.74M in Q3 2025.
  • 1,346 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Atticus Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.