Monograph Wealth Advisors
VIG icon

Monograph Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Monograph Wealth Advisors’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 		$1.7M Sell
7,270
-14
-0.2% -$3.36K 0.13% 51
2026
Q2 		$1.72M Sell
7,284
-96
-1% -$22K 0.14% 48
2026
Q1 		$1.59M Buy
7,380
+95
+1% +$21.2K 0.15% 48
2025
Q4 		$1.6M Buy
7,285
+316
+5% +$69K 0.16% 49
2025
Q3 		$1.51M Buy
6,969
+342
+5% +$71.8K 0.15% 47
2025
Q2 		$1.36M Sell
6,627
-147
-2% -$28.5K 0.17% 46
2025
Q1 		$1.31M Buy
6,774
+4
+0.1% +$795 0.18% 43
2024
Q4 		$1.33M Buy
6,770
+8
+0.1% +$1.6K 0.18% 46
2024
Q3 		$1.34M Buy
6,762
+4
+0.1% +$762 0.18% 44
2024
Q2 		$1.24M Hold
6,758
– – 0.18% 40
2024
Q1 		$1.23M Sell
6,758
-2,356
-26% -$414K 0.18% 44
2023
Q4 		$1.55M Buy
9,114
+11
+0.1% +$1.77K 0.28% 30
2023
Q3 		$1.42M Buy
9,103
+4
+0% +$648 0.28% 34
2023
Q2 		$1.48M Hold
9,099
– – 0.32% 26
2023
Q1 		$1.4M Sell
9,099
-2,495
-22% -$382K 0.33% 25
2022
Q4 		$1.76M Buy
11,594
+6
+0.1% +$894 0.47% 21
2022
Q3 		$1.57M Buy
11,588
+5
+0% +$744 0.51% 18
2022
Q2 		$1.66M Buy
11,583
+5
+0% +$761 0.48% 18
2022
Q1 		$1.88M Sell
11,578
-2,803
-19% -$452K 0.47% 21
2021
Q4 		$2.47M Buy
+14,381
New +$2.37M 0.62% 19

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 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
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Monograph Wealth Advisors's VIG Position: Q3 2026 in Review

Monograph Wealth Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.19% in Q3 2026, selling an estimated $3.36K and leaving 7,270 shares worth $1.7M. The position accounts for 0.13% of the portfolio, ranked #51.

Monograph Wealth Advisors first reported a position in VIG in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.47M in Q4 2021. 2,141 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • Monograph Wealth Advisors held 7,270 shares of Vanguard Dividend Appreciation ETF worth $1.7M as of Q3 2026.
  • Monograph Wealth Advisors sold 14 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $3.36K.
  • Vanguard Dividend Appreciation ETF made up 0.13% of Monograph Wealth Advisors's portfolio in Q3 2026, its #51 holding.
  • Monograph Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 20 quarters since.
  • Monograph Wealth Advisors's Vanguard Dividend Appreciation ETF position peaked at $2.47M in Q4 2021.
  • 2,141 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Monograph Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.