IAM Advisory’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

IAM Advisory’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	$317K	Buy	1,340 +6	+0.4%	+$1.38K	0.06%	84
2026 Q1	$287K	Buy	1,334 +5	+0.4%	+$1.11K	0.06%	86
2025 Q4	$292K	Buy	+1,329	New	+$290K	0.06%	83
2022 Q2	–	Sell	-3,024	Closed	-$490K	–	91
2022 Q1	$490K	Buy	3,024 +13	+0.4%	+$2.1K	0.2%	59
2021 Q4	$506K	Sell	3,011 -188	-6%	-$31K	0.2%	59
2021 Q3	$500K	Buy	+3,199	New	+$510K	0.21%	59
2021 Q2	–	Sell	-1,639	Closed	-$253K	–	101
2021 Q1	$253K	Buy	+1,639	New	+$233K	0.11%	61

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

IAM Advisory's VIG Position: Q2 2026 in Review

IAM Advisory increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.45% in Q2 2026, buying an estimated $1.38K and bringing the position to 1,340 shares worth $317K. The position accounts for 0.06% of the portfolio, ranked #84.

IAM Advisory first reported a position in VIG in Q1 2021 and has held it in 7 quarters since. The position peaked at $506K in Q4 2021. 2,586 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

IAM Advisory held 1,340 shares of Vanguard Dividend Appreciation ETF worth $317K as of Q2 2026.
IAM Advisory bought 6 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $1.38K.
Vanguard Dividend Appreciation ETF made up 0.06% of IAM Advisory's portfolio in Q2 2026, its #84 holding.
IAM Advisory first reported a position in Vanguard Dividend Appreciation ETF in Q1 2021 and has held it in 7 quarters since.
IAM Advisory's Vanguard Dividend Appreciation ETF position peaked at $506K in Q4 2021.
2,586 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on IAM Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.