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 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 $20.3B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s VIGI Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) sold out of Vanguard International Dividend Appreciation ETF (VIGI) in Q1 2026, closing a stake of 10,422 shares — an estimated $953K sold.

Heritage Wealth Management (Ohio) first reported a position in VIGI in Q2 2024 and held it in 7 quarters. The position peaked at $953K in Q4 2025. 590 funds tracked by Wall St. Rank hold VIGI as of Q1 2026.

Heritage Wealth Management (Ohio) reported no remaining Vanguard International Dividend Appreciation ETF position as of Q1 2026 after selling out during the quarter.
Heritage Wealth Management (Ohio) sold 10,422 Vanguard International Dividend Appreciation ETF shares in Q1 2026, an estimated $953K.
Heritage Wealth Management (Ohio) first reported a position in Vanguard International Dividend Appreciation ETF in Q2 2024 and held it in 7 quarters.
Heritage Wealth Management (Ohio)'s Vanguard International Dividend Appreciation ETF position peaked at $953K in Q4 2025.
590 funds tracked by Wall St. Rank held Vanguard International Dividend Appreciation ETF as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.