AIFAIM
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American Institute for Advanced Investment Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

American Institute for Advanced Investment 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
Q2 		$2.76M Sell
11,666
-620
-5% -$142K 1.6% 11
2026
Q1 		$2.64M Sell
12,286
-4,827
-28% -$1.08M 1.71% 9
2025
Q4 		$3.76M Buy
17,113
+20
+0.1% +$4.37K 2.42% 7
2025
Q3 		$3.69M Sell
17,093
-164
-1% -$34.4K 2.42% 7
2025
Q2 		$3.53M Sell
17,257
-148
-0.9% -$28.7K 2.5% 8
2025
Q1 		$3.38M Sell
17,405
-175
-1% -$34.8K 2.58% 7
2024
Q4 		$3.44M Sell
17,580
-460
-3% -$91.8K 2.57% 8
2024
Q3 		$3.57M Sell
18,040
-1,259
-7% -$240K 2.56% 7
2024
Q2 		$3.52M Sell
19,299
-91
-0.5% -$16.4K 2.7% 7
2024
Q1 		$3.54M Sell
19,390
-198
-1% -$34.8K 2.8% 6
2023
Q4 		$3.34M Sell
19,588
-10
-0.1% -$1.61K 2.95% 7
2023
Q3 		$3.05M Sell
19,598
-201
-1% -$32.6K 2.82% 7
2023
Q2 		$3.22M Buy
19,799
+785
+4% +$123K 2.81% 7
2023
Q1 		$2.93M Sell
19,014
-3,241
-15% -$497K 3.12% 7
2022
Q4 		$3.38M Sell
22,255
-579
-3% -$86.3K 3.09% 6
2022
Q3 		$3.09M Hold
22,834
– – 2.88% 8
2022
Q2 		$3.28M Sell
22,834
-205
-0.9% -$31.2K 2.87% 8
2022
Q1 		$3.74M Sell
23,039
-848
-4% -$137K 2.71% 8
2021
Q4 		$4.1M Sell
23,887
-621
-3% -$102K 2.76% 8
2021
Q3 		$3.76M Sell
24,508
-585
-2% -$93.2K 2.67% 8
2021
Q2 		$3.88M Sell
25,093
-190
-0.8% -$29.2K 2.74% 8
2021
Q1 		$3.72M Sell
25,283
-1,396
-5% -$199K 2.84% 7
2020
Q4 		$3.77M Buy
26,679
+1,620
+6% +$220K 3.03% 5
2020
Q3 		$3.22M Sell
25,059
-872
-3% -$110K 2.9% 6
2020
Q2 		$3.04M Sell
25,931
-4
-0% -$455 2.87% 6
2020
Q1 		$2.68M Buy
25,935
+272
+1% +$32.5K 2.91% 8
2019
Q4 		$3.2M Buy
+25,663
New +$3.1M 3.09% 5

Other funds holding VIG

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

American Institute for Advanced Investment Management's VIG Position: Q2 2026 in Review

American Institute for Advanced Investment Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 5% in Q2 2026, selling an estimated $142K and leaving 11,666 shares worth $2.76M. The position accounts for 1.6% of the portfolio, ranked #11.

American Institute for Advanced Investment Management first reported a position in VIG in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.1M in Q4 2021. 1,965 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • American Institute for Advanced Investment Management held 11,666 shares of Vanguard Dividend Appreciation ETF worth $2.76M as of Q2 2026.
  • American Institute for Advanced Investment Management sold 620 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $142K.
  • Vanguard Dividend Appreciation ETF made up 1.6% of American Institute for Advanced Investment Management's portfolio in Q2 2026, its #11 holding.
  • American Institute for Advanced Investment Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and has held it in 27 quarters since.
  • American Institute for Advanced Investment Management's Vanguard Dividend Appreciation ETF position peaked at $4.1M in Q4 2021.
  • 1,965 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on American Institute for Advanced Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.