UW
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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
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

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Unique Wealth's VIG Position: Q2 2026 in Review

Unique Wealth increased its Vanguard Dividend Appreciation ETF (VIG) stake by 48% in Q2 2026, buying an estimated $263K and bringing the position to 3,558 shares worth $842K. The position accounts for 0.1% of the portfolio, ranked #110.

Unique Wealth first reported a position in VIG in Q1 2026 and has held it in 2 quarters since. 1,252 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Unique Wealth held 3,558 shares of Vanguard Dividend Appreciation ETF worth $842K as of Q2 2026.
  • Unique Wealth bought 1,147 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $263K.
  • Vanguard Dividend Appreciation ETF made up 0.1% of Unique Wealth's portfolio in Q2 2026, its #110 holding.
  • Unique Wealth first reported a position in Vanguard Dividend Appreciation ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,252 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Unique Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.