Waverton Investment Management
VIG icon

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
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
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. 2,536 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.
  • 2,536 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.