IMA Advisory Services’s Vanguard Wellington Dividend Growth Active ETF VDIG Stock Holding History

IMA Advisory Services’s Portfolio VDIG Stock Details VDIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$62.5K	Buy	+1,000	New	+$60.7K	﹤0.01%	482

Other funds holding VDIG

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Warner Financial Bethesda, Maryland $340M AUM 22.81% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

EFS

Essex Financial Services Essex, Connecticut $2.01B AUM 31.39% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

APW

Allied Private Wealth Boca Raton, Florida $156M AUM

IMA Advisory Services's VDIG Position: Q2 2026 in Review

IMA Advisory Services opened a new position in Vanguard Wellington Dividend Growth Active ETF (VDIG) in Q2 2026: 1,000 shares worth $62.5K. The stake represents ﹤0.01% of the portfolio and ranks #482 among its holdings.

12 funds tracked by Wall St. Rank hold VDIG as of Q2 2026.

IMA Advisory Services held 1,000 shares of Vanguard Wellington Dividend Growth Active ETF worth $62.5K as of Q2 2026.
Vanguard Wellington Dividend Growth Active ETF was a new IMA Advisory Services position in Q2 2026.
Vanguard Wellington Dividend Growth Active ETF made up ﹤0.01% of IMA Advisory Services's portfolio in Q2 2026, its #482 holding.
12 funds tracked by Wall St. Rank held Vanguard Wellington Dividend Growth Active ETF as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.