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Financial Insights’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Financial Insights’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 		$5.1M Sell
21,545
-812
-4% -$186K 1.34% 16
2026
Q1 		$4.81M Buy
22,357
+53
+0.2% +$11.8K 1.56% 13
2025
Q4 		$4.9M Sell
22,304
-20
-0.1% -$4.37K 1.64% 12
2025
Q3 		$4.82M Sell
22,324
-119
-0.5% -$25K 1.6% 14
2025
Q2 		$4.59M Sell
22,443
-246
-1% -$47.7K 1.68% 14
2025
Q1 		$4.4M Sell
22,689
-454
-2% -$90.3K 1.75% 15
2024
Q4 		$4.53M Sell
23,143
-1,062
-4% -$212K 1.68% 16
2024
Q3 		$4.79M Buy
24,205
+1,326
+6% +$252K 1.51% 16
2024
Q2 		$4.18M Sell
22,879
-355
-2% -$63.9K 1.16% 18
2024
Q1 		$4.24M Hold
23,234
– – 1.18% 19
2023
Q4 		$3.96M Hold
23,234
– – 1.24% 18
2023
Q3 		$3.56M Sell
23,234
-263
-1% -$42.6K 1.27% 16
2023
Q2 		$3.82M Sell
23,497
-1,288
-5% -$202K 1.4% 14
2023
Q1 		$3.82M Sell
24,785
-413
-2% -$63.3K 1.55% 14
2022
Q4 		$3.83M Sell
25,198
-164
-0.6% -$24.4K 1.81% 13
2022
Q3 		$3.43M Buy
25,362
+57
+0.2% +$8.48K 2.31% 8
2022
Q2 		$3.63M Sell
25,305
-15
-0.1% -$2.28K 3.68% 6
2022
Q1 		$4.11M Buy
25,320
+332
+1% +$53.6K 3.77% 6
2021
Q4 		$4.29M Sell
24,988
-32
-0.1% -$5.27K 3.7% 7
2021
Q3 		$3.84M Buy
25,020
+320
+1% +$51K 3.53% 8
2021
Q2 		$3.82M Buy
24,700
+38
+0.2% +$5.83K 3.17% 8
2021
Q1 		$3.63M Sell
24,662
-260
-1% -$37K 2.68% 12
2020
Q4 		$3.52M Buy
24,922
+209
+0.8% +$28.3K 2.73% 11
2020
Q3 		$3.18M Sell
24,713
-66,588
-73% -$8.38M 2.71% 12
2020
Q2 		$3.16M Buy
91,301
+52,363
+134% +$5.96M 2.81% 12
2020
Q1 		$4.03M Sell
38,938
-866
-2% -$103K 4.24% 8
2019
Q4 		$4.96M Buy
39,804
+4
+0% +$484 4.35% 8
2019
Q3 		$4.76M Buy
39,800
+934
+2% +$110K 4.56% 8
2019
Q2 		$4.49M Buy
38,866
+1,143
+3% +$128K 4.56% 9
2019
Q1 		$4.29M Sell
37,723
-4,982
-12% -$525K 4.47% 9
2018
Q4 		$4.45M Buy
+42,705
New +$4.45M 4.96% 9

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Financial Insights's VIG Position: Q2 2026 in Review

Financial Insights reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 3.6% in Q2 2026, selling an estimated $186K and leaving 21,545 shares worth $5.1M. The position accounts for 1.34% of the portfolio, ranked #16.

Financial Insights first reported a position in VIG in Q4 2018 and has held it in 31 quarters since. 2,592 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Financial Insights held 21,545 shares of Vanguard Dividend Appreciation ETF worth $5.1M as of Q2 2026.
  • Financial Insights sold 812 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $186K.
  • Vanguard Dividend Appreciation ETF made up 1.34% of Financial Insights's portfolio in Q2 2026, its #16 holding.
  • Financial Insights first reported a position in Vanguard Dividend Appreciation ETF in Q4 2018 and has held it in 31 quarters since.
  • 2,592 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Financial Insights's 13F filing for Q2 2026, filed 25 Aug 2026.