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

IMG 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 Q3	$280K	Sell	1,198 -42	-3%	-$10.1K	0.14%	74
2026 Q2	$293K	Hold	1,240	–	–	0.16%	76
2026 Q1	$267K	Sell	1,240 -994	-44%	-$222K	0.17%	73
2025 Q4	$491K	Sell	2,234 -164	-7%	-$35.8K	0.31%	47
2025 Q3	$517K	Hold	2,398	–	–	0.35%	36
2025 Q2	$491K	Buy	2,398 +564	+31%	+$109K	0.38%	37
2025 Q1	$356K	Sell	1,834 -333	-15%	-$66.2K	0.32%	39
2024 Q4	$424K	Buy	+2,167	New	+$433K	0.39%	32

Other funds holding VIG

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $225B AUM

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

IMG Wealth Management's VIG Position: Q3 2026 in Review

IMG Wealth Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 3.4% in Q3 2026, selling an estimated $10.1K and leaving 1,198 shares worth $280K. The position accounts for 0.14% of the portfolio, ranked #74.

IMG Wealth Management first reported a position in VIG in Q4 2024 and has held it in 8 quarters since. The position peaked at $517K in Q3 2025. 2,356 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

IMG Wealth Management held 1,198 shares of Vanguard Dividend Appreciation ETF worth $280K as of Q3 2026.
IMG Wealth Management sold 42 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $10.1K.
Vanguard Dividend Appreciation ETF made up 0.14% of IMG Wealth Management's portfolio in Q3 2026, its #74 holding.
IMG Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 8 quarters since.
IMG Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $517K in Q3 2025.
2,356 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on IMG Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.