IMA Advisory Services’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

IMA Advisory Services’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	$217K	Buy	+916	New	+$210K	0.01%	316
2022 Q4	–	Sell	-55	Closed	-$7K	–	414
2022 Q3	$7K	Hold	55	–	–	﹤0.01%	268
2022 Q2	$8K	Hold	55	–	–	﹤0.01%	269
2022 Q1	$9K	Hold	55	–	–	﹤0.01%	248
2021 Q4	$9K	Sell	55 -93	-63%	-$15.3K	﹤0.01%	261
2021 Q3	$23K	Sell	148 -6	-4%	-$956	0.01%	189
2021 Q2	$24K	Sell	154 -190	-55%	-$29.2K	0.01%	184
2021 Q1	$51K	Buy	+344	New	+$48.9K	0.01%	155
2018 Q3	–	Sell	-200	Closed	-$20K	–	461
2018 Q2	$20K	Buy	+200	New	+$20.4K	0.01%	217

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

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

IMA Advisory Services opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q2 2026: 916 shares worth $217K. The stake represents 0.01% of the portfolio and ranks #316 among its holdings. This is a return to the name: IMA Advisory Services previously reported a position in VIG as recently as Q3 2022.

IMA Advisory Services first reported a position in VIG in Q2 2018 and has held it in 9 quarters since. 2,591 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

IMA Advisory Services held 916 shares of Vanguard Dividend Appreciation ETF worth $217K as of Q2 2026.
Vanguard Dividend Appreciation ETF was a new IMA Advisory Services position in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.01% of IMA Advisory Services's portfolio in Q2 2026, its #316 holding.
IMA Advisory Services first reported a position in Vanguard Dividend Appreciation ETF in Q2 2018 and has held it in 9 quarters since.
2,591 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

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