Sendero Wealth Management
VIG icon

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

Sendero 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 		– Sell
-3,932
Closed -$930K – 224
2026
Q2 		$930K Hold
3,932
– – 0.09% 129
2026
Q1 		$846K Buy
3,932
+275
+8% +$61.3K 0.09% 119
2025
Q4 		$804K Buy
+3,657
New +$799K 0.09% 124

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UBS Group
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HB Wealth Management
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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
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

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

Sendero Wealth Management sold out of Vanguard Dividend Appreciation ETF (VIG) in Q3 2026, closing a stake of 3,932 shares — an estimated $930K sold.

Sendero Wealth Management first reported a position in VIG in Q4 2025 and held it in 3 quarters. The position peaked at $930K in Q2 2026. 2,141 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • Sendero Wealth Management reported no remaining Vanguard Dividend Appreciation ETF position as of Q3 2026 after selling out during the quarter.
  • Sendero Wealth Management sold 3,932 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $930K.
  • Sendero Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2025 and held it in 3 quarters.
  • Sendero Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $930K in Q2 2026.
  • 2,141 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Sendero Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.