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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
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% +$7.75K 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

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 $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Waterfront Wealth's VIG Position: Q2 2026 in Review

Waterfront Wealth increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.34% in Q2 2026, buying an estimated $1.38K and bringing the position to 1,762 shares worth $421K. The position accounts for 0.07% of the portfolio, ranked #227.

Waterfront Wealth first reported a position in VIG in Q4 2023 and has held it in 11 quarters since. The position peaked at $450K in Q2 2025. 1,322 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Waterfront Wealth held 1,762 shares of Vanguard Dividend Appreciation ETF worth $421K as of Q2 2026.
  • Waterfront Wealth bought 6 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $1.38K.
  • Vanguard Dividend Appreciation ETF made up 0.07% of Waterfront Wealth's portfolio in Q2 2026, its #227 holding.
  • Waterfront Wealth first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 11 quarters since.
  • Waterfront Wealth's Vanguard Dividend Appreciation ETF position peaked at $450K in Q2 2025.
  • 1,322 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Waterfront Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.