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Goldstone Financial Group’s Vanguard International Dividend Appreciation ETF VIGI Stock Holding History

Goldstone Financial Group’s Portfolio VIGI Stock Details VIGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.94M Sell
106,460
-35,201
-25% -$3.26M 0.91% 28
2026
Q1 		$12.5M Sell
141,661
-18,952
-12% -$1.75M 1.36% 19
2025
Q4 		$14.7M Buy
160,613
+13,928
+9% +$1.26M 1.64% 14
2025
Q3 		$13.1M Buy
146,685
+18,050
+14% +$1.61M 1.55% 15
2025
Q2 		$11.6M Buy
128,635
+16,332
+15% +$1.41M 1.53% 17
2025
Q1 		$9.31M Buy
112,303
+32,312
+40% +$2.69M 1.41% 23
2024
Q4 		$6.4M Buy
79,991
+689
+0.9% +$57.9K 1% 31
2024
Q3 		$7M Buy
79,302
+10,813
+16% +$918K 1.22% 25
2024
Q2 		$5.57M Buy
68,489
+11,875
+21% +$953K 1.12% 25
2024
Q1 		$4.62M Sell
56,614
-1,724
-3% -$138K 1.06% 25
2023
Q4 		$4.63M Buy
58,338
+36,144
+163% +$2.66M 1.2% 23
2023
Q3 		$1.58M Buy
22,194
+4,661
+27% +$347K 0.47% 40
2023
Q2 		$1.32M Buy
17,533
+4,766
+37% +$359K 0.39% 50
2023
Q1 		$941K Buy
+12,767
New +$924K 0.31% 53

Other funds holding VIGI

EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Goldstone Financial Group's VIGI Position: Q2 2026 in Review

Goldstone Financial Group reduced its Vanguard International Dividend Appreciation ETF (VIGI) stake by 25% in Q2 2026, selling an estimated $3.26M and leaving 106,460 shares worth $9.94M. The position accounts for 0.91% of the portfolio, ranked #28.

Goldstone Financial Group first reported a position in VIGI in Q1 2023 and has held it in 14 quarters since. The position peaked at $14.7M in Q4 2025. 606 funds tracked by Wall St. Rank hold VIGI as of Q2 2026.

  • Goldstone Financial Group held 106,460 shares of Vanguard International Dividend Appreciation ETF worth $9.94M as of Q2 2026.
  • Goldstone Financial Group sold 35,201 Vanguard International Dividend Appreciation ETF shares in Q2 2026, an estimated $3.26M.
  • Vanguard International Dividend Appreciation ETF made up 0.91% of Goldstone Financial Group's portfolio in Q2 2026, its #28 holding.
  • Goldstone Financial Group first reported a position in Vanguard International Dividend Appreciation ETF in Q1 2023 and has held it in 14 quarters since.
  • Goldstone Financial Group's Vanguard International Dividend Appreciation ETF position peaked at $14.7M in Q4 2025.
  • 606 funds tracked by Wall St. Rank held Vanguard International Dividend Appreciation ETF as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.