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Third View Private Wealth’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Third View Private Wealth’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 		– Sell
-2,445
Closed -$526K – 315
2026
Q1 		$526K Buy
+2,445
New +$545K 0.07% 163

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

Third View Private Wealth's VIG Position: Q2 2026 in Review

Third View Private Wealth sold out of Vanguard Dividend Appreciation ETF (VIG) in Q2 2026, closing a stake of 2,445 shares — an estimated $526K sold.

Third View Private Wealth first reported a position in VIG in Q1 2026 and held it in 1 quarter. The position peaked at $526K in Q1 2026. 1,858 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Third View Private Wealth reported no remaining Vanguard Dividend Appreciation ETF position as of Q2 2026 after selling out during the quarter.
  • Third View Private Wealth sold 2,445 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $526K.
  • Third View Private Wealth first reported a position in Vanguard Dividend Appreciation ETF in Q1 2026 and held it in 1 quarter.
  • Third View Private Wealth's Vanguard Dividend Appreciation ETF position peaked at $526K in Q1 2026.
  • 1,858 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Third View Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.