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

Glass Jacobson 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	$1.74K	Sell	7 -125	-95%	-$28.7K	﹤0.01%	555
2026 Q1	$28.5K	Hold	132	–	–	0.01%	375
2025 Q4	$29.1K	Hold	132	–	–	0.01%	370
2025 Q3	$28.5K	Buy	132 +33	+33%	+$6.93K	0.01%	361
2025 Q2	$20.3K	Buy	99 +92	+1,314%	+$17.8K	0.01%	383
2025 Q1	$1.4K	Hold	7	–	–	﹤0.01%	778
2024 Q4	$1.4K	Hold	7	–	–	﹤0.01%	778
2024 Q3	$1.41K	Sell	7 -902	-99%	-$172K	﹤0.01%	701
2024 Q2	$166K	Sell	909 -58	-6%	-$10.4K	0.06%	234
2024 Q1	$177K	Sell	967 -361	-27%	-$63.4K	0.07%	219
2023 Q4	$226K	Buy	1,328 +14	+1%	+$2.25K	0.09%	187
2023 Q3	$204K	Buy	1,314 +66	+5%	+$10.7K	0.09%	195
2023 Q2	$203K	Buy	+1,248	New	+$195K	0.09%	194
2022 Q4	$152K	Buy	+999	New	+$149K	0.08%	220

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

Glass Jacobson Investment Advisors's VIG Position: Q2 2026 in Review

Glass Jacobson Investment Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 95% in Q2 2026, selling an estimated $28.7K and leaving 7 shares worth $1.74K. The position accounts for ﹤0.01% of the portfolio, ranked #555.

Glass Jacobson Investment Advisors first reported a position in VIG in Q4 2022 and has held it in 14 quarters since. The position peaked at $226K in Q4 2023. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Glass Jacobson Investment Advisors held 7 shares of Vanguard Dividend Appreciation ETF worth $1.74K as of Q2 2026.
Glass Jacobson Investment Advisors sold 125 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $28.7K.
Vanguard Dividend Appreciation ETF made up ﹤0.01% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #555 holding.
Glass Jacobson Investment Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 14 quarters since.
Glass Jacobson Investment Advisors's Vanguard Dividend Appreciation ETF position peaked at $226K in Q4 2023.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.