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

Alternative 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	$215K	Buy	+909	New	+$209K	0.08%	62
2025 Q3	–	Sell	-1,389	Closed	-$284K	–	66
2025 Q2	$284K	Hold	1,389	–	–	0.14%	44
2025 Q1	$269K	Sell	1,389 -13	-0.9%	-$2.58K	0.14%	46
2024 Q4	$275K	Buy	1,402 +3	+0.2%	+$599	0.14%	41
2024 Q3	$277K	Buy	1,399 +7	+0.5%	+$1.33K	0.15%	38
2024 Q2	$254K	Hold	1,392	–	–	0.15%	37
2024 Q1	$253K	Buy	1,392 +6	+0.4%	+$1.05K	0.15%	39
2023 Q4	$236K	Buy	1,386 +14	+1%	+$2.25K	0.15%	43
2023 Q3	$213K	Buy	+1,372	New	+$222K	0.15%	48

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

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

Alternative Investment Advisors opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q2 2026: 909 shares worth $215K. The stake represents 0.08% of the portfolio and ranks #62 among its holdings. This is a return to the name: Alternative Investment Advisors previously reported a position in VIG as recently as Q2 2025.

Alternative Investment Advisors first reported a position in VIG in Q3 2023 and has held it in 9 quarters since. The position peaked at $284K in Q2 2025. 2,591 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Alternative Investment Advisors held 909 shares of Vanguard Dividend Appreciation ETF worth $215K as of Q2 2026.
Vanguard Dividend Appreciation ETF was a new Alternative Investment Advisors position in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.08% of Alternative Investment Advisors's portfolio in Q2 2026, its #62 holding.
Alternative Investment Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q3 2023 and has held it in 9 quarters since.
Alternative Investment Advisors's Vanguard Dividend Appreciation ETF position peaked at $284K in Q2 2025.
2,591 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Alternative Investment Advisors's 13F filing for Q2 2026, filed 31 Aug 2026.