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

AssuredPartners 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	$1.1M	Buy	4,643 +9	+0.2%	+$2.07K	0.11%	188
2026 Q1	$1M	Buy	+4,634	New	+$1.03M	0.11%	193
2025 Q2	–	Sell	-2,861	Closed	-$555K	–	330
2025 Q1	$555K	Buy	2,861 +13	+0.5%	+$2.58K	0.11%	186
2024 Q4	$558K	Buy	+2,848	New	+$569K	0.11%	189

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

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

AssuredPartners Investment Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.19% in Q2 2026, buying an estimated $2.07K and bringing the position to 4,643 shares worth $1.1M. The position accounts for 0.11% of the portfolio, ranked #188.

AssuredPartners Investment Advisors first reported a position in VIG in Q4 2024 and has held it in 4 quarters since. 2,603 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

AssuredPartners Investment Advisors held 4,643 shares of Vanguard Dividend Appreciation ETF worth $1.1M as of Q2 2026.
AssuredPartners Investment Advisors bought 9 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $2.07K.
Vanguard Dividend Appreciation ETF made up 0.11% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #188 holding.
AssuredPartners Investment Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 4 quarters since.
2,603 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.