Waterfront Wealth
VIG icon

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

Waterfront 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 		$442K Buy
1,817
+55
+3% +$13.2K 0.07% 229
2026
Q2 		$421K Buy
1,762
+6
+0.3% +$1.38K 0.07% 227
2026
Q1 		$378K Sell
1,756
-209
-11% -$46.6K 0.07% 226
2025
Q4 		$441K Buy
1,965
+8
+0.4% +$1.75K 0.08% 204
2025
Q3 		$423K Sell
1,957
-240
-11% -$50.4K 0.09% 200
2025
Q2 		$450K Buy
2,197
+618
+39% +$120K 0.1% 195
2025
Q1 		$306K Buy
1,579
+39
+3% +$7.76K 0.07% 216
2024
Q4 		$302K Sell
1,540
-35
-2% -$6.99K 0.07% 219
2024
Q3 		$311K Buy
1,575
+285
+22% +$54.3K 0.08% 215
2024
Q2 		$235K Sell
1,290
-62
-5% -$11.2K 0.06% 227
2024
Q1 		$238K Buy
1,352
+115
+9% +$20.2K 0.07% 227
2023
Q4 		$211K Buy
+1,237
New +$199K 0.06% 236

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 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
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Waterfront Wealth's VIG Position: Q3 2026 in Review

Waterfront Wealth increased its Vanguard Dividend Appreciation ETF (VIG) stake by 3.1% in Q3 2026, buying an estimated $13.2K and bringing the position to 1,817 shares worth $442K. The position accounts for 0.07% of the portfolio, ranked #229.

Waterfront Wealth first reported a position in VIG in Q4 2023 and has held it in 12 quarters since. The position peaked at $450K in Q2 2025. 1,500 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • Waterfront Wealth held 1,817 shares of Vanguard Dividend Appreciation ETF worth $442K as of Q3 2026.
  • Waterfront Wealth bought 55 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $13.2K.
  • Vanguard Dividend Appreciation ETF made up 0.07% of Waterfront Wealth's portfolio in Q3 2026, its #229 holding.
  • Waterfront Wealth first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 12 quarters since.
  • Waterfront Wealth's Vanguard Dividend Appreciation ETF position peaked at $450K in Q2 2025.
  • 1,500 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Waterfront Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.