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Independence Bank of Kentucky’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Independence Bank of Kentucky’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 		$607K Sell
2,565
-737
-22% -$169K 0.07% 198
2026
Q1 		$710K Hold
3,302
– – 0.09% 175
2025
Q4 		$726K Sell
3,302
-200
-6% -$43.7K 0.09% 176
2025
Q3 		$756K Buy
3,502
+200
+6% +$42K 0.1% 172
2025
Q2 		$676K Hold
3,302
– – 0.1% 176
2025
Q1 		$641K Sell
3,302
-60
-2% -$11.9K 0.1% 176
2024
Q4 		$658K Buy
3,362
+2,000
+147% +$399K 0.1% 169
2024
Q3 		$270K Hold
1,362
– – 0.06% 233
2024
Q2 		$249K Hold
1,362
– – 0.07% 207
2024
Q1 		$249K Sell
1,362
-26
-2% -$4.57K 0.07% 200
2023
Q4 		$237K Buy
1,388
+11
+0.8% +$1.77K 0.08% 186
2023
Q3 		$214K Hold
1,377
– – 0.09% 165
2023
Q2 		$224K Hold
1,377
– – 0.09% 158
2023
Q1 		$212K Hold
1,377
– – 0.09% 156
2022
Q4 		$209K Sell
1,377
-300
-18% -$44.7K 0.09% 152
2022
Q3 		$227K Hold
1,677
– – 0.11% 135
2022
Q2 		$241K Hold
1,677
– – 0.11% 137
2022
Q1 		$272K Hold
1,677
– – 0.11% 144
2021
Q4 		$288K Hold
1,677
– – 0.12% 136
2021
Q3 		$258K Hold
1,677
– – 0.11% 137
2021
Q2 		$260K Buy
1,677
+100
+6% +$15.3K 0.12% 134
2021
Q1 		$232K Hold
1,577
– – 0.11% 140
2020
Q4 		$223K Buy
1,577
+122
+8% +$16.5K 0.12% 139
2020
Q3 		$187K Hold
1,455
– – 0.11% 136
2020
Q2 		$170K Buy
1,455
+390
+37% +$44.4K 0.11% 127
2020
Q1 		$110K Buy
1,065
+105
+11% +$12.5K 0.09% 139
2019
Q4 		$120K Buy
960
+120
+14% +$14.5K 0.08% 154
2019
Q3 		$100K Buy
840
+700
+500% +$82.6K 0.07% 158
2019
Q2 		$16K Hold
140
– – 0.01% 247
2019
Q1 		$15K Buy
+140
New +$14.8K 0.01% 248

Other funds holding VIG

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Independence Bank of Kentucky's VIG Position: Q2 2026 in Review

Independence Bank of Kentucky reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 22% in Q2 2026, selling an estimated $169K and leaving 2,565 shares worth $607K. The position accounts for 0.07% of the portfolio, ranked #198.

Independence Bank of Kentucky first reported a position in VIG in Q1 2019 and has held it in 30 quarters since. The position peaked at $756K in Q3 2025. 1,756 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Independence Bank of Kentucky held 2,565 shares of Vanguard Dividend Appreciation ETF worth $607K as of Q2 2026.
  • Independence Bank of Kentucky sold 737 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $169K.
  • Vanguard Dividend Appreciation ETF made up 0.07% of Independence Bank of Kentucky's portfolio in Q2 2026, its #198 holding.
  • Independence Bank of Kentucky first reported a position in Vanguard Dividend Appreciation ETF in Q1 2019 and has held it in 30 quarters since.
  • Independence Bank of Kentucky's Vanguard Dividend Appreciation ETF position peaked at $756K in Q3 2025.
  • 1,756 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.