Iams Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Iams Wealth Management’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	$202K	Buy	+854	New	+$196K	0.06%	186
2026 Q1	–	Sell	-1,197	Closed	-$263K	–	201
2025 Q4	$263K	Sell	1,197 -1,514	-56%	-$331K	0.1%	175
2025 Q3	$585K	Buy	2,711 +335	+14%	+$70.3K	0.23%	110
2025 Q2	$486K	Buy	+2,376	New	+$461K	0.22%	114
2023 Q4	–	Sell	-1,292	Closed	-$201K	–	126
2023 Q3	$201K	Buy	+1,292	New	+$209K	0.14%	112

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

Iams Wealth Management's VIG Position: Q2 2026 in Review

Iams Wealth Management opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q2 2026: 854 shares worth $202K. The stake represents 0.06% of the portfolio and ranks #186 among its holdings. This is a return to the name: Iams Wealth Management previously reported a position in VIG as recently as Q4 2025.

Iams Wealth Management first reported a position in VIG in Q3 2023 and has held it in 5 quarters since. The position peaked at $585K in Q3 2025. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Iams Wealth Management held 854 shares of Vanguard Dividend Appreciation ETF worth $202K as of Q2 2026.
Vanguard Dividend Appreciation ETF was a new Iams Wealth Management position in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.06% of Iams Wealth Management's portfolio in Q2 2026, its #186 holding.
Iams Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q3 2023 and has held it in 5 quarters since.
Iams Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $585K in Q3 2025.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.