AM Investment Strategies’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

AM Investment Strategies’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	$872K	Hold	3,686	–	–	0.17%	55
2026 Q1	$793K	Sell	3,686 -257	-7%	-$57.3K	0.17%	59
2025 Q4	$867K	Hold	3,943	–	–	0.18%	58
2025 Q3	$851K	Hold	3,943	–	–	0.18%	61
2025 Q2	$807K	Hold	3,943	–	–	0.19%	59
2025 Q1	$765K	Hold	3,943	–	–	0.19%	59
2024 Q4	$772K	Hold	3,943	–	–	0.19%	59
2024 Q3	$481K	Hold	3,943	–	–	0.12%	69
2024 Q2	$720K	Hold	3,943	–	–	0.18%	62
2024 Q1	$720K	Hold	3,943	–	–	0.18%	61
2023 Q4	$672K	Hold	3,943	–	–	0.19%	58
2023 Q3	$613K	Hold	3,943	–	–	0.2%	55
2023 Q2	$640K	Buy	3,943 +285	+8%	+$44.6K	0.2%	52
2023 Q1	$563K	Hold	3,658	–	–	0.19%	56
2022 Q4	$555K	Buy	+3,658	New	+$545K	0.2%	54

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

AM Investment Strategies's VIG Position: Q2 2026 in Review

AM Investment Strategies held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 3,686 shares worth $872K. The position accounts for 0.17% of the portfolio, ranked #55.

AM Investment Strategies first reported a position in VIG in Q4 2022 and has held it in 15 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

AM Investment Strategies held 3,686 shares of Vanguard Dividend Appreciation ETF worth $872K as of Q2 2026.
AM Investment Strategies left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.17% of AM Investment Strategies's portfolio in Q2 2026, its #55 holding.
AM Investment Strategies first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 15 quarters since.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on AM Investment Strategies's 13F filing for Q2 2026, filed 16 Jul 2026.