IAG Wealth Partners
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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
Q3 		$6.49M Sell
27,813
-1,770
-6% -$425K 0.61% 38
2026
Q2 		$7M Buy
29,583
+20
+0.1% +$4.59K 0.69% 36
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 		$9.5M 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 		$10M 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

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Joel Isaacson & Co
Joel Isaacson & Co New York $3.5B AUM 17.42% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

IAG Wealth Partners's VIG Position: Q3 2026 in Review

IAG Wealth Partners reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 6% in Q3 2026, selling an estimated $425K and leaving 27,813 shares worth $6.49M. The position accounts for 0.61% of the portfolio, ranked #38.

IAG Wealth Partners first reported a position in VIG in Q4 2019 and has held it in 28 quarters since. The position peaked at $12M in Q4 2021. 1,756 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • IAG Wealth Partners held 27,813 shares of Vanguard Dividend Appreciation ETF worth $6.49M as of Q3 2026.
  • IAG Wealth Partners sold 1,770 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $425K.
  • Vanguard Dividend Appreciation ETF made up 0.61% of IAG Wealth Partners's portfolio in Q3 2026, its #38 holding.
  • IAG Wealth Partners first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and has held it in 28 quarters since.
  • IAG Wealth Partners's Vanguard Dividend Appreciation ETF position peaked at $12M in Q4 2021.
  • 1,756 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on IAG Wealth Partners's 13F filing for Q3 2026, filed 6 Nov 2026.