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

Icon 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	$685K	Hold	2,897	–	–	0.04%	242
2026 Q1	$654K	Hold	2,897	–	–	0.04%	229
2025 Q4	$637K	Sell	2,897 -461	-14%	-$101K	0.04%	230
2025 Q3	$725K	Buy	3,358 +336	+11%	+$70.6K	0.05%	210
2025 Q2	$619K	Hold	3,022	–	–	0.04%	226
2025 Q1	$586K	Hold	3,022	–	–	0.05%	198
2024 Q4	$592K	Hold	3,022	–	–	0.05%	196
2024 Q3	$599K	Hold	3,022	–	–	0.05%	191
2024 Q2	$574K	Hold	3,022	–	–	0.05%	191
2024 Q1	$552K	Hold	3,022	–	–	0.05%	193
2023 Q4	$515K	Buy	+3,022	New	+$486K	0.05%	188
2022 Q4	$459K	Hold	3,022	–	–	0.05%	200
2022 Q3	$408K	Buy	+3,022	New	+$450K	0.05%	198

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

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

Icon Wealth Advisors held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 2,897 shares worth $685K. The position accounts for 0.04% of the portfolio, ranked #242.

Icon Wealth Advisors first reported a position in VIG in Q3 2022 and has held it in 13 quarters since. The position peaked at $725K in Q3 2025. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Icon Wealth Advisors held 2,897 shares of Vanguard Dividend Appreciation ETF worth $685K as of Q2 2026.
Icon Wealth Advisors left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.04% of Icon Wealth Advisors's portfolio in Q2 2026, its #242 holding.
Icon Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q3 2022 and has held it in 13 quarters since.
Icon Wealth Advisors's Vanguard Dividend Appreciation ETF position peaked at $725K in Q3 2025.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.