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Ulland Investment Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Ulland 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 		$57K Hold
240
– – 0.04% 117
2026
Q1 		$52K Hold
240
– – 0.04% 114
2025
Q4 		$53K Hold
240
– – 0.04% 115
2025
Q3 		$52K Buy
+240
New +$50.4K 0.04% 116

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

Ulland Investment Advisors's VIG Position: Q2 2026 in Review

Ulland Investment Advisors held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 240 shares worth $57K. The position accounts for 0.04% of the portfolio, ranked #117.

Ulland Investment Advisors first reported a position in VIG in Q3 2025 and has held it in 4 quarters since. 1,858 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Ulland Investment Advisors held 240 shares of Vanguard Dividend Appreciation ETF worth $57K as of Q2 2026.
  • Ulland Investment Advisors left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
  • Vanguard Dividend Appreciation ETF made up 0.04% of Ulland Investment Advisors's portfolio in Q2 2026, its #117 holding.
  • Ulland Investment Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,858 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Ulland Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.