IBEX Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

IBEX Wealth Advisors’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	$478K	Sell	2,019 -409	-17%	-$93.9K	0.04%	161
2026 Q1	$522K	Buy	+2,428	New	+$541K	0.05%	149
2025 Q4	–	Sell	-2,913	Closed	-$629K	–	200
2025 Q3	$629K	Buy	2,913 +2	+0.1%	+$420	0.06%	142
2025 Q2	$596K	Buy	+2,911	New	+$564K	0.06%	141
2025 Q1	–	Sell	-2,820	Closed	-$552K	–	211
2024 Q4	$552K	Buy	+2,820	New	+$563K	0.07%	143
2023 Q1	–	Sell	-5,126	Closed	-$778K	–	175
2022 Q4	$778K	Buy	5,126 +13	+0.3%	+$1.94K	0.18%	98
2022 Q3	$691K	Sell	5,113 -18	-0.4%	-$2.68K	0.18%	93
2022 Q2	$736K	Sell	5,131 -6,918	-57%	-$1.05M	0.17%	103
2022 Q1	$1.95M	Sell	12,049 -766	-6%	-$124K	0.37%	85
2021 Q4	$2.2M	Sell	12,815 -176	-1%	-$29K	0.39%	87
2021 Q3	$2M	Buy	12,991 +20	+0.2%	+$3.19K	0.38%	86
2021 Q2	$2.01M	Buy	+12,971	New	+$1.99M	0.4%	85
2019 Q3	–	Sell	-9,220	Closed	-$1.06M	–	385
2019 Q2	$1.06M	Sell	9,220 -2,783	-23%	-$312K	0.31%	101
2019 Q1	$1.32M	Sell	12,003 -2,660	-18%	-$280K	0.46%	84
2018 Q4	$1.44M	Buy	14,663 +549	+4%	+$57.3K	0.66%	47
2018 Q3	$1.57M	Sell	14,114 -340	-2%	-$36.5K	0.56%	66
2018 Q2	$1.43M	Hold	14,454	–	–	0.57%	68
2018 Q1	$1.43M	Buy	+14,454	New	+$1.5M	0.58%	68
2017 Q4	–	Sell	-13,650	Closed	-$1.3M	–	139
2017 Q3	$1.3M	Buy	13,650 +226	+2%	+$21.1K	0.48%	71
2017 Q2	$1.24M	Buy	+13,424	New	+$1.23M	0.49%	70
2017 Q1	–	Sell	-11,390	Closed	-$982K	–	379
2016 Q4	$982K	Buy	11,390 +1,802	+19%	+$152K	0.47%	68
2016 Q3	$805K	Buy	+9,588	New	+$813K	0.44%	73

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

IBEX Wealth Advisors's VIG Position: Q2 2026 in Review

IBEX Wealth Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 17% in Q2 2026, selling an estimated $93.9K and leaving 2,019 shares worth $478K. The position accounts for 0.04% of the portfolio, ranked #161.

IBEX Wealth Advisors first reported a position in VIG in Q3 2016 and has held it in 22 quarters since. The position peaked at $2.2M in Q4 2021. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

IBEX Wealth Advisors held 2,019 shares of Vanguard Dividend Appreciation ETF worth $478K as of Q2 2026.
IBEX Wealth Advisors sold 409 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $93.9K.
Vanguard Dividend Appreciation ETF made up 0.04% of IBEX Wealth Advisors's portfolio in Q2 2026, its #161 holding.
IBEX Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q3 2016 and has held it in 22 quarters since.
IBEX Wealth Advisors's Vanguard Dividend Appreciation ETF position peaked at $2.2M in Q4 2021.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.