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 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	$9.51M	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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

IAG Wealth Partners's VIG Position: Q2 2026 in Review

IAG Wealth Partners increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.07% in Q2 2026, buying an estimated $4.59K and bringing the position to 29,583 shares worth $7M. The position accounts for 0.69% of the portfolio, ranked #36.

IAG Wealth Partners first reported a position in VIG in Q4 2019 and has held it in 27 quarters since. The position peaked at $12M in Q4 2021. 2,601 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

IAG Wealth Partners held 29,583 shares of Vanguard Dividend Appreciation ETF worth $7M as of Q2 2026.
IAG Wealth Partners bought 20 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $4.59K.
Vanguard Dividend Appreciation ETF made up 0.69% of IAG Wealth Partners's portfolio in Q2 2026, its #36 holding.
IAG Wealth Partners first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and has held it in 27 quarters since.
IAG Wealth Partners's Vanguard Dividend Appreciation ETF position peaked at $12M in Q4 2021.
2,601 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.