Impact Partnership Wealth’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Impact Partnership Wealth’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	$329K	Buy	1,391 +46	+3%	+$10.6K	0.03%	328
2026 Q1	$289K	Sell	1,345 -103	-7%	-$23K	0.04%	281
2025 Q4	$318K	Buy	+1,448	New	+$316K	0.04%	268
2024 Q2	–	Sell	-16	Closed	-$2.92K	–	663
2024 Q1	$2.92K	Sell	16 -85	-84%	-$14.9K	﹤0.01%	550
2023 Q4	$17.2K	Sell	101 -1,011	-91%	-$163K	0.01%	429
2023 Q3	$173K	Buy	1,112 +845	+316%	+$137K	0.05%	202
2023 Q2	$43.4K	Buy	+267	New	+$41.8K	0.02%	268

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

Impact Partnership Wealth's VIG Position: Q2 2026 in Review

Impact Partnership Wealth increased its Vanguard Dividend Appreciation ETF (VIG) stake by 3.4% in Q2 2026, buying an estimated $10.6K and bringing the position to 1,391 shares worth $329K. The position accounts for 0.03% of the portfolio, ranked #328.

Impact Partnership Wealth first reported a position in VIG in Q2 2023 and has held it in 7 quarters since. 2,602 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Impact Partnership Wealth held 1,391 shares of Vanguard Dividend Appreciation ETF worth $329K as of Q2 2026.
Impact Partnership Wealth bought 46 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $10.6K.
Vanguard Dividend Appreciation ETF made up 0.03% of Impact Partnership Wealth's portfolio in Q2 2026, its #328 holding.
Impact Partnership Wealth first reported a position in Vanguard Dividend Appreciation ETF in Q2 2023 and has held it in 7 quarters since.
2,602 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.