Unique Wealth
VIG icon

Unique Wealth’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Unique 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
Q3 		$857K Buy
3,673
+115
+3% +$27.6K 0.1% 105
2026
Q2 		$842K Buy
3,558
+1,147
+48% +$263K 0.1% 110
2026
Q1 		$519K Buy
+2,411
New +$537K 0.07% 120

Other funds holding VIG

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

Unique Wealth's VIG Position: Q3 2026 in Review

Unique Wealth increased its Vanguard Dividend Appreciation ETF (VIG) stake by 3.2% in Q3 2026, buying an estimated $27.6K and bringing the position to 3,673 shares worth $857K. The position accounts for 0.1% of the portfolio, ranked #105.

Unique Wealth first reported a position in VIG in Q1 2026 and has held it in 3 quarters since. 1,251 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • Unique Wealth held 3,673 shares of Vanguard Dividend Appreciation ETF worth $857K as of Q3 2026.
  • Unique Wealth bought 115 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $27.6K.
  • Vanguard Dividend Appreciation ETF made up 0.1% of Unique Wealth's portfolio in Q3 2026, its #105 holding.
  • Unique Wealth first reported a position in Vanguard Dividend Appreciation ETF in Q1 2026 and has held it in 3 quarters since.
  • 1,251 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Unique Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.