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1620 Investment Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

1620 Investment 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 		$23.7K Hold
100
– – 0.01% 399
2026
Q1 		$21.5K Hold
100
– – 0.01% 392
2025
Q4 		$22K Hold
100
– – 0.01% 388
2025
Q3 		$21.6K Hold
100
– – 0.01% 376
2025
Q2 		$20.5K Sell
100
-40
-29% -$7.75K 0.01% 395
2025
Q1 		$27.2K Hold
140
– – 0.02% 355
2024
Q4 		$27.4K Hold
140
– – 0.02% 357
2024
Q3 		$27.7K Hold
140
– – 0.02% 368
2024
Q2 		$25.6K Buy
+140
New +$25.2K 0.02% 366

Other funds holding VIG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

1620 Investment Advisors's VIG Position: Q2 2026 in Review

1620 Investment Advisors held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 100 shares worth $23.7K. The position accounts for 0.01% of the portfolio, ranked #399.

1620 Investment Advisors first reported a position in VIG in Q2 2024 and has held it in 9 quarters since. The position peaked at $27.7K in Q3 2024. 873 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • 1620 Investment Advisors held 100 shares of Vanguard Dividend Appreciation ETF worth $23.7K as of Q2 2026.
  • 1620 Investment Advisors left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
  • Vanguard Dividend Appreciation ETF made up 0.01% of 1620 Investment Advisors's portfolio in Q2 2026, its #399 holding.
  • 1620 Investment Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q2 2024 and has held it in 9 quarters since.
  • 1620 Investment Advisors's Vanguard Dividend Appreciation ETF position peaked at $27.7K in Q3 2024.
  • 873 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.