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Signature Estate & Investment Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Signature Estate & Investment 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
Q2 		$12.1M Sell
51,233
-13,055
-20% -$3M 0.22% 59
2026
Q1 		$13.8M Sell
64,288
-30
-0% -$6.69K 0.28% 51
2025
Q4 		$14.1M Sell
64,318
-1,269
-2% -$277K 0.28% 47
2025
Q3 		$14.2M Buy
65,587
+2,163
+3% +$454K 0.3% 46
2025
Q2 		$13M Sell
63,424
-548
-0.9% -$106K 0.3% 47
2025
Q1 		$12.4M Buy
63,972
+8,153
+15% +$1.62M 0.33% 44
2024
Q4 		$10.9M Buy
55,819
+2,068
+4% +$413K 0.27% 50
2024
Q3 		$10.6M Buy
53,751
+543
+1% +$103K 0.25% 49
2024
Q2 		$9.71M Buy
53,208
+44,439
+507% +$8M 0.24% 51
2024
Q1 		$1.6M Buy
8,769
+1,007
+13% +$177K 0.05% 78
2023
Q4 		$1.32M Buy
7,762
+82
+1% +$13.2K 0.04% 90
2023
Q3 		$1.19M Sell
7,680
-159
-2% -$25.8K 0.04% 85
2023
Q2 		$1.27M Buy
7,839
+1,845
+31% +$289K 0.04% 87
2023
Q1 		$923K Buy
5,994
+124
+2% +$19K 0.03% 100
2022
Q4 		$892K Sell
5,870
-2,772
-32% -$413K 0.03% 102
2022
Q3 		$1.17M Sell
8,642
-18
-0.2% -$2.68K 0.05% 85
2022
Q2 		$1.24M Buy
8,660
+2,282
+36% +$347K 0.06% 82
2022
Q1 		$1.03M Buy
6,378
+317
+5% +$51.1K 0.05% 92
2021
Q4 		$1.04M Buy
6,061
+905
+18% +$149K 0.05% 91
2021
Q3 		$792K Sell
5,156
-29
-0.6% -$4.62K 0.04% 94
2021
Q2 		$802K Buy
5,185
+2
+0% +$307 0.04% 94
2021
Q1 		$763K Buy
5,183
+756
+17% +$108K 0.04% 108
2020
Q4 		$625K Buy
+4,427
New +$600K 0.03% 102
2019
Q1 		– Sell
-1,036
Closed -$101K – 180
2018
Q4 		$101K Buy
1,036
+4
+0.4% +$417 0.01% 171
2018
Q3 		$114K Buy
1,032
+2
+0.2% +$215 0.01% 141
2018
Q2 		$105K Sell
1,030
-2,780
-73% -$283K 0.01% 156
2018
Q1 		$385K Sell
3,810
-302
-7% -$31.3K 0.04% 117
2017
Q4 		$420K Sell
4,112
-244
-6% -$24K 0.04% 118
2017
Q3 		$413K Buy
4,356
+9
+0.2% +$840 0.05% 111
2017
Q2 		$403K Sell
4,347
-98
-2% -$8.99K 0.05% 106
2017
Q1 		$400K Sell
4,445
-234
-5% -$20.7K 0.05% 114
2016
Q4 		$399K Buy
4,679
+78
+2% +$6.56K 0.06% 89
2016
Q3 		$386K Sell
4,601
-993
-18% -$84.2K 0.06% 87
2016
Q2 		$466K Buy
5,594
+721
+15% +$58.9K 0.07% 86
2016
Q1 		$396K Buy
4,873
+354
+8% +$27.1K 0.06% 86
2015
Q4 		$351K Sell
4,519
-4,664
-51% -$364K 0.06% 90
2015
Q3 		$677K Sell
9,183
-750
-8% -$58.1K 0.14% 69
2015
Q2 		$781K Sell
9,933
-635
-6% -$51.5K 0.17% 60
2015
Q1 		$850K Buy
10,568
+1,206
+13% +$97.8K 0.22% 57
2014
Q4 		$760K Buy
9,362
+327
+4% +$25.9K 0.25% 53
2014
Q3 		$695K Buy
9,035
+1,196
+15% +$92.7K 0.25% 50
2014
Q2 		$611K Buy
7,839
+2,004
+34% +$153K 0.21% 52
2014
Q1 		$439K Sell
5,835
-2,398
-29% -$177K 0.17% 52
2013
Q4 		$619K Buy
8,233
+3,023
+58% +$220K 0.31% 44
2013
Q3 		$363K Buy
5,210
+1,402
+37% +$97K 0.21% 42
2013
Q2 		$252K Buy
+3,808
New +$256K 0.18% 40

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

Signature Estate & Investment Advisors's VIG Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 20% in Q2 2026, selling an estimated $3M and leaving 51,233 shares worth $12.1M. The position accounts for 0.22% of the portfolio, ranked #59.

Signature Estate & Investment Advisors first reported a position in VIG in Q2 2013 and has held it in 46 quarters since. The position peaked at $14.2M in Q3 2025. 1,858 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Signature Estate & Investment Advisors held 51,233 shares of Vanguard Dividend Appreciation ETF worth $12.1M as of Q2 2026.
  • Signature Estate & Investment Advisors sold 13,055 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $3M.
  • Vanguard Dividend Appreciation ETF made up 0.22% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #59 holding.
  • Signature Estate & Investment Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q2 2013 and has held it in 46 quarters since.
  • Signature Estate & Investment Advisors's Vanguard Dividend Appreciation ETF position peaked at $14.2M in Q3 2025.
  • 1,858 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.