Garden State Investment Advisory Services’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Garden State Investment Advisory Services’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	$5.03M	Buy	21,269 +96	+0.5%	+$22K	0.91%	29
2026 Q1	$4.57M	Sell	21,173 -51	-0.2%	-$11.4K	1%	24
2025 Q4	$4.68M	Sell	21,224 -491	-2%	-$107K	1.03%	22
2025 Q3	$4.7M	Sell	21,715 -135	-0.6%	-$28.4K	1.05%	20
2025 Q2	$4.5M	Sell	21,850 -7,217	-25%	-$1.4M	1.13%	21
2025 Q1	$5.66M	Sell	29,067 -14,517	-33%	-$2.89M	1.81%	11
2024 Q4	$8.57M	Buy	43,584 +180	+0.4%	+$35.9K	2.55%	8
2024 Q3	$8.66M	Buy	43,404 +296	+0.7%	+$56.4K	2.78%	9
2024 Q2	$7.93M	Buy	43,108 +743	+2%	+$134K	2.73%	8
2024 Q1	$7.76M	Sell	42,365 -173	-0.4%	-$30.4K	2.84%	9
2023 Q4	$7.25M	Buy	42,538 +1,058	+3%	+$170K	2.88%	7
2023 Q3	$6.48M	Sell	41,480 -11	-0%	-$1.78K	2.98%	9
2023 Q2	$6.77M	Buy	41,491 +739	+2%	+$116K	2.66%	10
2023 Q1	$6.28M	Buy	40,752 +645	+2%	+$98.8K	2.7%	7
2022 Q4	$6.09M	Buy	+40,107	New	+$5.98M	3.61%	6

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

Garden State Investment Advisory Services's VIG Position: Q2 2026 in Review

Garden State Investment Advisory Services increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.45% in Q2 2026, buying an estimated $22K and bringing the position to 21,269 shares worth $5.03M. The position accounts for 0.91% of the portfolio, ranked #29.

Garden State Investment Advisory Services first reported a position in VIG in Q4 2022 and has held it in 15 quarters since. The position peaked at $8.66M in Q3 2024. 2,603 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Garden State Investment Advisory Services held 21,269 shares of Vanguard Dividend Appreciation ETF worth $5.03M as of Q2 2026.
Garden State Investment Advisory Services bought 96 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $22K.
Vanguard Dividend Appreciation ETF made up 0.91% of Garden State Investment Advisory Services's portfolio in Q2 2026, its #29 holding.
Garden State Investment Advisory Services first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 15 quarters since.
Garden State Investment Advisory Services's Vanguard Dividend Appreciation ETF position peaked at $8.66M in Q3 2024.
2,603 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Garden State Investment Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.