Gold Investment Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Gold Investment Management’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	$4.5K	Buy	19 +14	+280%	+$3.21K	﹤0.01%	182
2026 Q1	$1.07K	Hold	5	–	–	﹤0.01%	197
2025 Q4	$1.1K	Hold	5	–	–	﹤0.01%	198
2025 Q3	$1.08K	Hold	5	–	–	﹤0.01%	197
2025 Q2	$1.03K	Hold	5	–	–	﹤0.01%	197
2025 Q1	$969	Sell	5 -28	-85%	-$5.57K	﹤0.01%	211
2024 Q4	$6.46K	Buy	+33	New	+$6.59K	﹤0.01%	178
2024 Q3	–	Sell	-33	Closed	-$6.02K	–	214
2024 Q2	$6.02K	Hold	33	–	–	﹤0.01%	177
2024 Q1	$6.03K	Hold	33	–	–	﹤0.01%	177
2023 Q4	$5.62K	Buy	+33	New	+$5.31K	﹤0.01%	178

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

Gold Investment Management's VIG Position: Q2 2026 in Review

Gold Investment Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 280% in Q2 2026, buying an estimated $3.21K and bringing the position to 19 shares worth $4.5K. The position accounts for ﹤0.01% of the portfolio, ranked #182.

Gold Investment Management first reported a position in VIG in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.46K in Q4 2024. 2,583 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Gold Investment Management held 19 shares of Vanguard Dividend Appreciation ETF worth $4.5K as of Q2 2026.
Gold Investment Management bought 14 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $3.21K.
Vanguard Dividend Appreciation ETF made up ﹤0.01% of Gold Investment Management's portfolio in Q2 2026, its #182 holding.
Gold Investment Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 10 quarters since.
Gold Investment Management's Vanguard Dividend Appreciation ETF position peaked at $6.46K in Q4 2024.
2,583 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Gold Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.