Sherman Wealth Management
VIG icon

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
Q3 		$12.8M Sell
54,918
-818
-1% -$196K 9.1% 2
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

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $225B AUM
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

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

Sherman Wealth Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 1.5% in Q3 2026, selling an estimated $196K and leaving 54,918 shares worth $12.8M. The position accounts for 9.1% of the portfolio, ranked #2.

Sherman Wealth Management first reported a position in VIG in Q4 2025 and has held it in 4 quarters since. The position peaked at $13.2M in Q2 2026. 2,356 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • Sherman Wealth Management held 54,918 shares of Vanguard Dividend Appreciation ETF worth $12.8M as of Q3 2026.
  • Sherman Wealth Management sold 818 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $196K.
  • Vanguard Dividend Appreciation ETF made up 9.1% of Sherman Wealth Management's portfolio in Q3 2026, its #2 holding.
  • Sherman Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2025 and has held it in 4 quarters since.
  • Sherman Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $13.2M in Q2 2026.
  • 2,356 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

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