Heritage Wealth Management (Ohio)’s Vanguard International Dividend Appreciation ETF VIGI Stock Holding History

Heritage Wealth Management (Ohio)’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	$1.03M	Buy	+11,022	New	+$1.02M	0.26%	98
2026 Q1	–	Sell	-10,422	Closed	-$953K	–	251
2025 Q4	$953K	Buy	10,422 +521	+5%	+$47.1K	0.27%	93
2025 Q3	$887K	Sell	9,901 -143	-1%	-$12.7K	0.26%	97
2025 Q2	$905K	Buy	10,044 +198	+2%	+$17.1K	0.29%	87
2025 Q1	$817K	Sell	9,846 -47	-0.5%	-$3.91K	0.28%	93
2024 Q4	$791K	Sell	9,893 -350	-3%	-$29.4K	0.26%	99
2024 Q3	$904K	Sell	10,243 -750	-7%	-$63.7K	0.3%	86
2024 Q2	$906K	Buy	+10,993	New	+$883K	0.3%	87

Other funds holding VIGI

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s VIGI Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) opened a new position in Vanguard International Dividend Appreciation ETF (VIGI) in Q2 2026: 11,022 shares worth $1.03M. The stake represents 0.26% of the portfolio and ranks #98 among its holdings. This is a return to the name: Heritage Wealth Management (Ohio) previously reported a position in VIGI as recently as Q4 2025.

Heritage Wealth Management (Ohio) first reported a position in VIGI in Q2 2024 and has held it in 8 quarters since. 607 funds tracked by Wall St. Rank hold VIGI as of Q2 2026.

Heritage Wealth Management (Ohio) held 11,022 shares of Vanguard International Dividend Appreciation ETF worth $1.03M as of Q2 2026.
Vanguard International Dividend Appreciation ETF was a new Heritage Wealth Management (Ohio) position in Q2 2026.
Vanguard International Dividend Appreciation ETF made up 0.26% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #98 holding.
Heritage Wealth Management (Ohio) first reported a position in Vanguard International Dividend Appreciation ETF in Q2 2024 and has held it in 8 quarters since.
607 funds tracked by Wall St. Rank held Vanguard International Dividend Appreciation ETF as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.