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IAG Wealth Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

IAG Wealth Partners’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
Q1 		$6.36M Sell
29,563
-704
-2% -$157K 0.71% 34
2025
Q4 		$6.65M Sell
30,267
-2,247
-7% -$491K 0.77% 32
2025
Q3 		$7.02M Sell
32,514
-2,090
-6% -$439K 0.84% 28
2025
Q2 		$7.08M Sell
34,604
-92
-0.3% -$17.8K 0.94% 27
2025
Q1 		$6.73M Sell
34,696
-942
-3% -$187K 1.05% 24
2024
Q4 		$6.98M Sell
35,638
-1,983
-5% -$396K 1.23% 22
2024
Q3 		$7.45M Sell
37,621
-2,026
-5% -$386K 1.38% 20
2024
Q2 		$7.24M Sell
39,647
-1,501
-4% -$270K 1.45% 20
2024
Q1 		$7.51M Sell
41,148
-2,786
-6% -$489K 1.61% 18
2023
Q4 		$7.49M Sell
43,934
-2,717
-6% -$437K 1.71% 15
2023
Q3 		$7.25M Sell
46,651
-2,562
-5% -$415K 2.02% 13
2023
Q2 		$7.99M Sell
49,213
-1,846
-4% -$289K 2.11% 13
2023
Q1 		$7.86M Sell
51,059
-21,011
-29% -$3.22M 2.18% 13
2022
Q4 		$10.9M Buy
72,070
+1,725
+2% +$257K 3.22% 9
2022
Q3 		$9.51M Sell
70,345
-368
-0.5% -$54.8K 3.16% 9
2022
Q2 		$10.1M Sell
70,713
-261
-0.4% -$39.7K 3.32% 8
2022
Q1 		$11.5M Buy
70,974
+1,262
+2% +$204K 3.62% 8
2021
Q4 		$12M Sell
69,712
-881
-1% -$145K 3.84% 8
2021
Q3 		$10.8M Buy
70,593
+407
+0.6% +$64.9K 3.86% 9
2021
Q2 		$10.9M Sell
70,186
-1,335
-2% -$205K 3.9% 10
2021
Q1 		$10.5M Buy
71,521
+945
+1% +$134K 4.01% 10
2020
Q4 		$9.96M Sell
70,576
-1,993
-3% -$270K 4.07% 10
2020
Q3 		$9.34M Buy
72,569
+595
+0.8% +$74.9K 4.31% 10
2020
Q2 		$8.43M Buy
71,974
+3,008
+4% +$342K 4.09% 10
2020
Q1 		$7.13M Buy
68,966
+14,162
+26% +$1.69M 4.76% 8
2019
Q4 		$6.83M Buy
+54,804
New +$6.63M 4.46% 9

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

IAG Wealth Partners's VIG Position: Q1 2026 in Review

IAG Wealth Partners reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 2.3% in Q1 2026, selling an estimated $157K and leaving 29,563 shares worth $6.36M. The position accounts for 0.71% of the portfolio, ranked #34.

IAG Wealth Partners first reported a position in VIG in Q4 2019 and has held it in 26 quarters since. The position peaked at $12M in Q4 2021. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • IAG Wealth Partners held 29,563 shares of Vanguard Dividend Appreciation ETF worth $6.36M as of Q1 2026.
  • IAG Wealth Partners sold 704 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $157K.
  • Vanguard Dividend Appreciation ETF made up 0.71% of IAG Wealth Partners's portfolio in Q1 2026, its #34 holding.
  • IAG Wealth Partners first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and has held it in 26 quarters since.
  • IAG Wealth Partners's Vanguard Dividend Appreciation ETF position peaked at $12M in Q4 2021.
  • 2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.