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

Sherman 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
Q2 		$13.2M Buy
55,736
+1,517
+3% +$348K 9.93% 2
2026
Q1 		$11.7M Buy
54,219
+2,570
+5% +$573K 10.02% 2
2025
Q4 		$11.4M Buy
+51,649
New +$11.3M 9.86% 2

Other funds holding VIG

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Sherman Wealth Management's VIG Position: Q2 2026 in Review

Sherman Wealth Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 2.8% in Q2 2026, buying an estimated $348K and bringing the position to 55,736 shares worth $13.2M. The position accounts for 9.93% of the portfolio, ranked #2.

Sherman Wealth Management first reported a position in VIG in Q4 2025 and has held it in 3 quarters since. 1,956 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Sherman Wealth Management held 55,736 shares of Vanguard Dividend Appreciation ETF worth $13.2M as of Q2 2026.
  • Sherman Wealth Management bought 1,517 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $348K.
  • Vanguard Dividend Appreciation ETF made up 9.93% of Sherman Wealth Management's portfolio in Q2 2026, its #2 holding.
  • Sherman Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,956 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Sherman Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.