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

Foundations 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 		$3.66M Sell
15,465
-1,483
-9% -$341K 0.04% 296
2026
Q1 		$3.64M Sell
16,948
-4,065
-19% -$906K 0.05% 268
2025
Q4 		$4.62M Buy
21,013
+7,110
+51% +$1.55M 0.06% 234
2025
Q3 		$3M Buy
13,903
+2,452
+21% +$515K 0.04% 272
2025
Q2 		$2.34M Sell
11,451
-15,752
-58% -$3.05M 0.04% 294
2025
Q1 		$5.28M Buy
27,203
+109
+0.4% +$21.7K 0.1% 197
2024
Q4 		$5.31M Buy
27,094
+15,827
+140% +$3.16M 0.1% 182
2024
Q3 		$2.23M Buy
11,267
+1,256
+13% +$239K 0.05% 257
2024
Q2 		$1.83M Buy
10,011
+1,036
+12% +$186K 0.04% 245
2024
Q1 		$1.64M Sell
8,975
-160
-2% -$28.1K 0.04% 252
2023
Q4 		$1.59M Sell
9,135
-3,352
-27% -$539K 0.04% 250
2023
Q3 		$1.94M Buy
12,487
+1,010
+9% +$164K 0.06% 220
2023
Q2 		$1.86M Sell
11,477
-5,537
-33% -$867K 0.06% 199
2023
Q1 		$2.62M Sell
17,014
-8,936
-34% -$1.37M 0.09% 136
2022
Q4 		$3.94M Sell
25,950
-324
-1% -$48.3K 0.16% 75
2022
Q3 		$3.55M Buy
26,274
+152
+0.6% +$22.6K 0.15% 62
2022
Q2 		$3.78M Buy
26,122
+24,774
+1,838% +$3.77M 0.16% 69
2022
Q1 		$215K Buy
+1,348
New +$217K 0.01% 330
2021
Q4 		– Sell
-1,871
Closed -$291K – 360
2021
Q3 		$291K Buy
+1,871
New +$298K 0.01% 256
2020
Q4 		– Sell
-3,817
Closed -$491K – 204
2020
Q3 		$491K Buy
+3,817
New +$480K 0.11% 109
2020
Q1 		– Sell
-158,531
Closed -$19.8M – 147
2019
Q4 		$19.8M Sell
158,531
-239,641
-60% -$29M 2.43% 12
2019
Q3 		$46.5M Buy
398,172
+27,284
+7% +$3.22M 6.1% 6
2019
Q2 		$43.5M Buy
+370,888
New +$41.6M 6.54% 7
2018
Q4 		– Sell
-280,604
Closed -$31.1M – 130
2018
Q3 		$31.1M Buy
280,604
+28,972
+12% +$3.11M 7.56% 3
2018
Q2 		$25.6M Buy
+251,632
New +$25.6M 6.82% 5

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

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

Foundations Investment Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 8.8% in Q2 2026, selling an estimated $341K and leaving 15,465 shares worth $3.66M. The position accounts for 0.04% of the portfolio, ranked #296.

Foundations Investment Advisors first reported a position in VIG in Q2 2018 and has held it in 25 quarters since. The position peaked at $46.5M in Q3 2019. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Foundations Investment Advisors held 15,465 shares of Vanguard Dividend Appreciation ETF worth $3.66M as of Q2 2026.
  • Foundations Investment Advisors sold 1,483 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $341K.
  • Vanguard Dividend Appreciation ETF made up 0.04% of Foundations Investment Advisors's portfolio in Q2 2026, its #296 holding.
  • Foundations Investment Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q2 2018 and has held it in 25 quarters since.
  • Foundations Investment Advisors's Vanguard Dividend Appreciation ETF position peaked at $46.5M in Q3 2019.
  • 2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.