WA
VIG icon

Waverly Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Waverly Advisors’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 		$324M Buy
1,371,321
+117,099
+9% +$26.9M 1.88% 4
2026
Q1 		$270M Buy
1,254,222
+37,610
+3% +$8.38M 2.01% 4
2025
Q4 		$267M Buy
1,216,612
+284,197
+30% +$62.1M 2.16% 4
2025
Q3 		$201M Buy
932,415
+14,950
+2% +$3.14M 2.01% 4
2025
Q2 		$188M Buy
917,465
+26,433
+3% +$5.12M 2.06% 3
2025
Q1 		$173M Buy
891,032
+50,908
+6% +$10.1M 2.11% 4
2024
Q4 		$165M Buy
840,124
+29,720
+4% +$5.93M 2.54% 4
2024
Q3 		$161M Buy
810,404
+14,035
+2% +$2.67M 2.96% 4
2024
Q2 		$145M Buy
796,369
+25,566
+3% +$4.6M 2.85% 4
2024
Q1 		$141M Buy
770,803
+211,811
+38% +$37.2M 3.31% 4
2023
Q4 		$95.3M Buy
558,992
+65,502
+13% +$10.5M 3.57% 5
2023
Q3 		$76.7M Buy
493,490
+25,086
+5% +$4.07M 3.35% 7
2023
Q2 		$76.1M Buy
468,404
+89,775
+24% +$14.1M 3.34% 7
2023
Q1 		$58.3M Buy
378,629
+51,054
+16% +$7.82M 3.04% 9
2022
Q4 		$49.7M Buy
327,575
+9,259
+3% +$1.38M 2.76% 10
2022
Q3 		$43M Buy
+318,316
New +$47.4M 3.03% 11
2022
Q2 		– Sell
-3,005
Closed -$487K – 225
2022
Q1 		$487K Hold
3,005
– – 0.04% 121
2021
Q4 		$479K Buy
3,005
+12
+0.4% +$1.98K 0.04% 122
2021
Q3 		$498K Buy
2,993
+12
+0.4% +$1.91K 0.04% 123
2021
Q2 		$486K Buy
2,981
+1,007
+51% +$155K 0.04% 115
2021
Q1 		$305K Buy
+1,974
New +$281K 0.03% 135
2020
Q2 		– Sell
-4,453
Closed -$460K – 160
2020
Q1 		$460K Buy
+4,453
New +$531K 0.08% 79
2014
Q1 		– Sell
-2,764
Closed -$208K – 833
2013
Q4 		$208K Sell
2,764
-985
-26% -$71.7K 0.07% 146
2013
Q3 		$261K Buy
+3,749
New +$259K 0.13% 80

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Waverly Advisors's VIG Position: Q2 2026 in Review

Waverly Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 9.3% in Q2 2026, buying an estimated $26.9M and bringing the position to 1,371,321 shares worth $324M. The position accounts for 1.88% of the portfolio, ranked #4.

Waverly Advisors first reported a position in VIG in Q3 2013 and has held it in 24 quarters since. 2,591 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Waverly Advisors held 1,371,321 shares of Vanguard Dividend Appreciation ETF worth $324M as of Q2 2026.
  • Waverly Advisors bought 117,099 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $26.9M.
  • Vanguard Dividend Appreciation ETF made up 1.88% of Waverly Advisors's portfolio in Q2 2026, its #4 holding.
  • Waverly Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q3 2013 and has held it in 24 quarters since.
  • 2,591 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.