Waverton Investment Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Waverton Investment Management’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
2025 Q4	–	Sell	-1,161	Closed	-$251K	–	93
2025 Q3	$251K	Hold	1,161	–	–	﹤0.01%	95
2025 Q2	$238K	Hold	1,161	–	–	﹤0.01%	101
2025 Q1	$225K	Hold	1,161	–	–	﹤0.01%	97
2024 Q4	$227K	Hold	1,161	–	–	﹤0.01%	95
2024 Q3	$230K	Hold	1,161	–	–	﹤0.01%	91
2024 Q2	$212K	Buy	1,161 +18	+2%	+$3.24K	﹤0.01%	93
2024 Q1	$209K	Buy	+1,143	New	+$201K	﹤0.01%	92
2017 Q1	–	Sell	-20,492	Closed	-$1.75M	–	109
2016 Q4	$1.75M	Sell	20,492 -122,545	-86%	-$10.3M	0.11%	75
2016 Q3	$12M	Buy	143,037 +39,680	+38%	+$3.36M	0.81%	32
2016 Q2	$8.6M	Buy	103,357 +37,433	+57%	+$3.06M	0.65%	30
2016 Q1	$5.36M	Buy	65,924 +47,571	+259%	+$3.65M	0.41%	41
2015 Q4	$1.43M	Buy	18,353 +3,175	+21%	+$248K	0.11%	83
2015 Q3	$1.12M	Buy	15,178 +2,073	+16%	+$161K	0.09%	85
2015 Q2	$1.03M	Buy	+13,105	New	+$1.06M	0.08%	92

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Waverton Investment Management's VIG Position: Q4 2025 in Review

Waverton Investment Management sold out of Vanguard Dividend Appreciation ETF (VIG) in Q4 2025, closing a stake of 1,161 shares — an estimated $251K sold.

Waverton Investment Management first reported a position in VIG in Q2 2015 and held it in 14 quarters. The position peaked at $12M in Q3 2016. 2,525 funds tracked by Wall St. Rank hold VIG as of Q4 2025.

Waverton Investment Management reported no remaining Vanguard Dividend Appreciation ETF position as of Q4 2025 after selling out during the quarter.
Waverton Investment Management sold 1,161 Vanguard Dividend Appreciation ETF shares in Q4 2025, an estimated $251K.
Waverton Investment Management first reported a position in Vanguard Dividend Appreciation ETF in Q2 2015 and held it in 14 quarters.
Waverton Investment Management's Vanguard Dividend Appreciation ETF position peaked at $12M in Q3 2016.
2,525 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2025.

Based on Waverton Investment Management's 13F filing for Q4 2025.