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

IHT 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	$7.37M	Sell	31,160 -101	-0.3%	-$23.2K	0.16%	130
2026 Q1	$6.72M	Buy	31,261 +350	+1%	+$78K	0.16%	131
2025 Q4	$6.79M	Sell	30,911 -3,276	-10%	-$716K	0.17%	123
2025 Q3	$7.38M	Sell	34,187 -1,103	-3%	-$232K	0.19%	113
2025 Q2	$7.22M	Sell	35,290 -2,797	-7%	-$542K	0.2%	108
2025 Q1	$7.39M	Sell	38,087 -239	-0.6%	-$47.5K	0.23%	89
2024 Q4	$7.51M	Sell	38,326 -11,674	-23%	-$2.33M	0.24%	82
2024 Q3	$9.88M	Buy	50,000 +14,287	+40%	+$2.72M	0.28%	68
2024 Q2	$6.52M	Buy	35,713 +6,605	+23%	+$1.19M	0.24%	82
2024 Q1	$5.32M	Buy	29,108 +10,004	+52%	+$1.76M	0.21%	94
2023 Q4	$3.26M	Sell	19,104 -77	-0.4%	-$12.4K	0.15%	145
2023 Q3	$2.98M	Buy	19,181 +815	+4%	+$132K	0.15%	137
2023 Q2	$2.98M	Sell	18,366 -4,632	-20%	-$725K	0.16%	127
2023 Q1	$3.54M	Buy	22,998 +700	+3%	+$107K	0.2%	109
2022 Q4	$3.39M	Sell	22,298 -3,235	-13%	-$482K	0.21%	110
2022 Q3	$3.45M	Buy	25,533 +4,805	+23%	+$715K	0.26%	83
2022 Q2	$2.97M	Buy	20,728 +169	+0.8%	+$25.7K	0.26%	84
2022 Q1	$3.33M	Buy	20,559 +537	+3%	+$86.6K	0.25%	85
2021 Q4	$3.44M	Buy	20,022 +885	+5%	+$146K	0.25%	86
2021 Q3	$2.94M	Sell	19,137 -8,598	-31%	-$1.37M	0.24%	92
2021 Q2	$4.29M	Buy	27,735 +7,226	+35%	+$1.11M	0.27%	77
2021 Q1	$3.02M	Buy	20,509 +37	+0.2%	+$5.26K	0.22%	101
2020 Q4	$2.89M	Buy	20,472 +1,581	+8%	+$214K	0.24%	96
2020 Q3	$2.43M	Buy	18,891 +10,855	+135%	+$1.37M	0.24%	97
2020 Q2	$942K	Sell	8,036 -9,212	-53%	-$1.05M	0.13%	171
2020 Q1	$1.78M	Buy	17,248 +1,525	+10%	+$182K	0.26%	94
2019 Q4	$1.96M	Buy	15,723 +2,133	+16%	+$258K	0.23%	102
2019 Q3	$1.63M	Buy	13,590 +5,936	+78%	+$700K	0.22%	112
2019 Q2	$881K	Buy	7,654 +2,497	+48%	+$280K	0.13%	183
2019 Q1	$565K	Buy	5,157 +390	+8%	+$41.1K	0.09%	243
2018 Q4	$467K	Buy	4,767 +1,287	+37%	+$134K	0.09%	260
2018 Q3	$385K	Sell	3,480 -276	-7%	-$29.7K	0.08%	274
2018 Q2	$382K	Buy	3,756 +1	+0%	+$102	0.1%	246
2018 Q1	$371K	Sell	3,755 -34	-0.9%	-$3.52K	0.1%	232
2017 Q4	$395K	Buy	3,789 +2,749	+264%	+$271K	0.1%	238
2017 Q3	$99K	Buy	1,040 +24	+2%	+$2.24K	0.04%	360
2017 Q2	$12	Sell	1,016 -66	-6%	-$6.05K	0.01%	930
2017 Q1	$97K	Buy	1,082 +180	+20%	+$16K	0.06%	283
2016 Q4	$77K	Buy	+902	New	+$75.8K	0.06%	306

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

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

IHT Wealth Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.32% in Q2 2026, selling an estimated $23.2K and leaving 31,160 shares worth $7.37M. The position accounts for 0.16% of the portfolio, ranked #130.

IHT Wealth Management first reported a position in VIG in Q4 2016 and has held it in 39 quarters since. The position peaked at $9.88M in Q3 2024. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

IHT Wealth Management held 31,160 shares of Vanguard Dividend Appreciation ETF worth $7.37M as of Q2 2026.
IHT Wealth Management sold 101 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $23.2K.
Vanguard Dividend Appreciation ETF made up 0.16% of IHT Wealth Management's portfolio in Q2 2026, its #130 holding.
IHT Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2016 and has held it in 39 quarters since.
IHT Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $9.88M in Q3 2024.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.