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

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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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. 2,598 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.
2,598 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.