Clear Investment Research’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Clear Investment Research’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	–	Sell	-174	Closed	-$37.4K	–	222
2026 Q1	$37.4K	Buy	+174	New	+$38.8K	0.06%	119
2025 Q4	–	Sell	-176	Closed	-$38K	–	232
2025 Q3	$38K	Buy	+176	New	+$37K	0.05%	134
2024 Q1	–	Sell	-518	Closed	-$88.4K	–	266
2023 Q4	$88.4K	Buy	+518	New	+$83.3K	0.12%	80
2020 Q2	–	Sell	-1	Closed	–	–	122
2020 Q1	$0	Hold	1	–	–	﹤0.01%	117
2019 Q4	$0	Buy	+1	New	+$121	﹤0.01%	380

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

Clear Investment Research's VIG Position: Q2 2026 in Review

Clear Investment Research sold out of Vanguard Dividend Appreciation ETF (VIG) in Q2 2026, closing a stake of 174 shares — an estimated $37.4K sold.

Clear Investment Research first reported a position in VIG in Q4 2019 and held it in 5 quarters. The position peaked at $88.4K in Q4 2023. 2,603 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Clear Investment Research reported no remaining Vanguard Dividend Appreciation ETF position as of Q2 2026 after selling out during the quarter.
Clear Investment Research sold 174 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $37.4K.
Clear Investment Research first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and held it in 5 quarters.
Clear Investment Research's Vanguard Dividend Appreciation ETF position peaked at $88.4K in Q4 2023.
2,603 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Clear Investment Research's 13F filing for Q2 2026, filed 11 Aug 2026.