White Wing Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

White Wing Wealth 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
2026 Q3	$13.3M	Buy	56,794 +164	+0.3%	+$39.4K	6.9%	5
2026 Q2	$13.4M	Buy	56,630 +4,667	+9%	+$1.07M	6.99%	6
2026 Q1	$11.2M	Buy	51,963 +5,001	+11%	+$1.11M	6.71%	7
2025 Q4	$10.3M	Buy	46,962 +596	+1%	+$130K	6.16%	7
2025 Q3	$10.1M	Buy	46,366 +1,425	+3%	+$299K	6.24%	6
2025 Q2	$9.2M	Buy	44,941 +912	+2%	+$177K	6.23%	6
2025 Q1	$8.1M	Buy	44,029 +3,296	+8%	+$655K	6.31%	6
2024 Q4	$7.98M	Buy	40,733 +2,885	+8%	+$576K	5.93%	6
2024 Q3	$7.5M	Buy	37,848 +2,536	+7%	+$483K	5.77%	6
2024 Q2	$6.45M	Buy	35,312 +18,299	+108%	+$3.29M	5.16%	7
2024 Q1	$3.09M	Buy	+17,013	New	+$2.99M	2.56%	9

Other funds holding VIG

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $225B AUM

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

White Wing Wealth Management's VIG Position: Q3 2026 in Review

White Wing Wealth Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.29% in Q3 2026, buying an estimated $39.4K and bringing the position to 56,794 shares worth $13.3M. The position accounts for 6.9% of the portfolio, ranked #5.

White Wing Wealth Management first reported a position in VIG in Q1 2024 and has held it in 11 quarters since. The position peaked at $13.4M in Q2 2026. 2,356 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

White Wing Wealth Management held 56,794 shares of Vanguard Dividend Appreciation ETF worth $13.3M as of Q3 2026.
White Wing Wealth Management bought 164 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $39.4K.
Vanguard Dividend Appreciation ETF made up 6.9% of White Wing Wealth Management's portfolio in Q3 2026, its #5 holding.
White Wing Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q1 2024 and has held it in 11 quarters since.
White Wing Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $13.4M in Q2 2026.
2,356 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on White Wing Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.