Delap Wealth Advisory’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Delap Wealth Advisory’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	$872K	Buy	3,737 +361	+11%	+$86.7K	0.3%	37
2026 Q2	$799K	Buy	3,376 +4	+0.1%	+$918	0.27%	42
2026 Q1	$725K	Buy	3,372 +3	+0.1%	+$669	0.27%	41
2025 Q4	$741K	Buy	3,369 +12	+0.4%	+$2.62K	0.29%	42
2025 Q3	$728K	Buy	+3,357	New	+$705K	0.31%	37
2024 Q1	–	Sell	-2,008	Closed	-$342K	–	271
2023 Q4	$342K	Buy	+2,008	New	+$323K	0.15%	65

Other funds holding VIG

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Joel Isaacson & Co New York $3.5B AUM 17.42% 1-Year Est. Return

Delap Wealth Advisory's VIG Position: Q3 2026 in Review

Delap Wealth Advisory increased its Vanguard Dividend Appreciation ETF (VIG) stake by 11% in Q3 2026, buying an estimated $86.7K and bringing the position to 3,737 shares worth $872K. The position accounts for 0.3% of the portfolio, ranked #37.

Delap Wealth Advisory first reported a position in VIG in Q4 2023 and has held it in 6 quarters since. 1,909 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

Delap Wealth Advisory held 3,737 shares of Vanguard Dividend Appreciation ETF worth $872K as of Q3 2026.
Delap Wealth Advisory bought 361 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $86.7K.
Vanguard Dividend Appreciation ETF made up 0.3% of Delap Wealth Advisory's portfolio in Q3 2026, its #37 holding.
Delap Wealth Advisory first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 6 quarters since.
1,909 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Delap Wealth Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.