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Wellington-Altus USA’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Wellington-Altus USA’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 		$190K Buy
885
+444
+101% +$102K 0.14% 127
2026
Q1 		$104K Sell
441
-444
-50% -$99K 0.06% 245
2025
Q4 		$195K Buy
+885
New +$193K 0.14% 121

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

Wellington-Altus USA's VIG Position: Q2 2026 in Review

Wellington-Altus USA increased its Vanguard Dividend Appreciation ETF (VIG) stake by 101% in Q2 2026, buying an estimated $102K and bringing the position to 885 shares worth $190K. The position accounts for 0.14% of the portfolio, ranked #127.

Wellington-Altus USA first reported a position in VIG in Q4 2025 and has held it in 3 quarters since. The position peaked at $195K in Q4 2025. 2,602 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Wellington-Altus USA held 885 shares of Vanguard Dividend Appreciation ETF worth $190K as of Q2 2026.
  • Wellington-Altus USA bought 444 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $102K.
  • Vanguard Dividend Appreciation ETF made up 0.14% of Wellington-Altus USA's portfolio in Q2 2026, its #127 holding.
  • Wellington-Altus USA first reported a position in Vanguard Dividend Appreciation ETF in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's Vanguard Dividend Appreciation ETF position peaked at $195K in Q4 2025.
  • 2,602 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.