IWM
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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
2023
Q3 		– Sell
-2,440
Closed -$392K – 229
2023
Q2 		$392K Buy
+2,440
New +$382K 0.14% 103

Other funds holding VIG

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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. 1,286 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.
  • 1,286 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.