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

Waldron 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	$433K	Buy	+1,829	New	+$420K	0.02%	243

Other funds holding VIG

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return

Waldron Private Wealth's VIG Position: Q2 2026 in Review

Waldron Private Wealth opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q2 2026: 1,829 shares worth $433K. The stake represents 0.02% of the portfolio and ranks #243 among its holdings.

688 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Waldron Private Wealth held 1,829 shares of Vanguard Dividend Appreciation ETF worth $433K as of Q2 2026.
Vanguard Dividend Appreciation ETF was a new Waldron Private Wealth position in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.02% of Waldron Private Wealth's portfolio in Q2 2026, its #243 holding.
688 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.